Platform Features

Everything your practice needs to acquire & retain clients

Subscribe to Scaleyes Clienset and Scaleyes Clientrow — $2,000/mo (1 month), $1,500/mo (6 months), or $1,000/mo (1 year). You run both tools yourself.

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Complete acquisition stack

Each module connects to the next — so no lead falls through the cracks and every conversation builds on structured data.

SCALEYES Setup

Configure your Scaleyes Clienset + Scaleyes Clientrow subscription in one intake.

Capture practice details in a consistent, professional format
Set targeting and outreach preferences for your own use
Standardise setup across your adviser team

Lead Pipeline CRM

Visual pipeline management from first touch to signed client.

Track stages, interest levels, and company details
Filter and prioritise hot prospects instantly
Handoff notes preserve context between team members

Meetings Tracker

Never miss a follow-up or discovery call again.

Log meetings with outcomes and next steps
Maintain a complete communication history per lead
Stay accountable to your acquisition cadence

Investment ROI

Quantify the value of working with your practice.

Model returns with inputs your prospects understand
Export branded PDF summaries for proposals
Strengthen conversion in competitive pitches

Weekly & Monthly Reports

Operational visibility for partners, principals, and advisers.

Track KPIs, progress, and action plans over time
Monthly totals and trend visibility at a glance
PDF export for stakeholder updates

Admin & Security

Governance controls for growing advisory firms.

Super Admin user management and invitations
Account status enforcement (active, paused, restricted)
Secure authentication with refresh token rotation

Built for how you actually work

Whether you are an independent adviser or a multi-desk wealth firm, Clientrow scales with your acquisition model. Role-based access keeps administrators in control while advisers stay focused on pipeline velocity and client conversations.

Read our story

Join financial professionals who treat client acquisition as a system — not a spreadsheet. Start with Scaleyes Clientrow today.