01
Client Onboarding
Structured intake that sets every relationship up for success.
- Capture prospect details in a consistent, professional format
- Reduce admin time before first advice meetings
- Standardise data across your entire adviser team
Platform Features
Everything your practice needs to acquire & retain clients
Scaleyes Clientrow combines onboarding, CRM pipeline management, meetings, ROI modelling, and structured reporting — engineered specifically for financial advisers and wealth managers.
Complete acquisition stack
Each module connects to the next — so no lead falls through the cracks and every conversation builds on structured data.
02
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
03
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
04
ROI Calculator
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
05
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
06
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 storyJoin financial professionals who treat client acquisition as a system — not a spreadsheet. Start with Scaleyes Clientrow today.