360°
Unified client view
Pipeline, meetings, ROI & reports in one place
Premium CRM for Financial Professionals
Win more clients with 
Scaleyes Clientrow is self-service CRM software for advisers and insurance providers. Pair it with Scaleyes Clienset — billed monthly at $2,000 (1 month), $1,500 (6 months), or $1,000 (1 year). You run your own pipeline; your data stays in your account.
Trusted by ambitious advisory practices
24/7
Secure cloud access
Desktop, tablet & mobile PWA
Branded exports
Professional ROI & report documents
100%
Role-based control
Admin & adviser permissions built-in
Why financial professionals choose Scaleyes Clientrow
Generic CRMs force you to adapt. Clientrow was architected around regulated advice workflows from day one.
Designed for acquisition, not generic CRM
Every module — setup, pipeline, meetings, ROI, and reporting — maps to how financial professionals run client acquisition themselves with Scaleyes Clienset and Scaleyes Clientrow.
Prove value before the first meeting ends
Built-in ROI modelling and PDF exports help you articulate tangible outcomes, building trust with high-net-worth prospects faster.
Reporting that boards and partners respect
Weekly and monthly report structures keep KPIs, progress notes, and action plans organised — no more scattered spreadsheets.
Security your compliance team can stand behind
JWT session hardening, password recovery, invitation flows, live account enforcement, and admin-only user management.
The Scaleyes standard
Built for regulated financial services workflows
Enterprise-grade authentication & session security
Self-service monthly subscription — you run the tools
Your data stays in your account; Scaleyes does not operate your CRM
Scaleyes builds software that financial professionals are proud to present. From the first landing page impression to the PDF exported in your client meeting, every touchpoint reflects the credibility of your practice.
Fast PWA deployment
Works on every device
Join financial professionals who treat client acquisition as a system — not a spreadsheet. Start with Scaleyes Clientrow today.