About Scaleyes Clientrow
We built Scaleyes Clientrow because advisers deserve a CRM that respects their craft — secure, polished, and aligned to the way regulated advice businesses grow.
Scaleyes Clientrow exists to give financial advisers, planners, and wealth managers a CRM that speaks their language — not a generic sales tool adapted after the fact. We believe client acquisition should be measurable, repeatable, and trustworthy.
Independent advisers, boutique planning firms, and enterprise wealth teams who need a disciplined system for onboarding prospects, managing pipeline velocity, demonstrating ROI, and reporting performance to stakeholders.
Scaleyes builds software with production discipline — secure infrastructure, clear deployment paths, and features shaped by real financial services workflows. Clientrow is our flagship CRM for professionals who refuse to compromise on presentation or process.
Clientrow runs as a modern progressive web application. Install it on any device, sign in securely, and access your full acquisition stack — from first lead to signed client and ongoing reporting. Administrators manage users; advisers focus on clients.
Encrypted sessions, password recovery, invitation controls, and live account enforcement protect your client data.
Install Clientrow as a progressive web app on desktop, tablet, and mobile — one experience, every device.
Reach the Scaleyes platform team directly for onboarding questions, enterprise deployment, and partnership discussions.
Join financial professionals who treat client acquisition as a system — not a spreadsheet. Start with Scaleyes Clientrow today.