Our Products

Enterprise software for financial professionals.

Scaleyes builds flagship SaaS products that turn client acquisition into a system — from AI-powered prospect intelligence to a CRM designed for regulated advisory workflows.

Explore Clienset Explore Clientrow

Built for financial services

2Flagship products

AIProspect intel

CRMPipeline & ROI

100%Compliance ready

Flagship suite

Two products. One acquisition engine.

Clienset finds high-intent prospects at life-event inflection points. Clientrow runs your pipeline, meetings, ROI modelling, and reporting — so every conversation converts with credibility.

AI Acquisition Invite-Only

Scaleyes Clienset

Turn life events into high-intent prospects.

Clienset monitors promotions, layoffs, acquisitions, and liquidity events — then delivers scored prospects and AI-crafted outreach playbooks built for compliance-conscious advisors. Stop cold-calling. Start connecting when prospects are most receptive.

4Trigger types

24/7Intelligence feed

AIPlaybook engine

MultiTenant SaaS

Core capabilities

Trigger-based intelligence from trusted public sources
Four-stage AI outreach playbooks — connection, booking, follow-up, retention
Compliance-first design — no product recommendations or performance promises
Smart prospect search with CSV, XLSX & PDF export
Analytics dashboard with audit logs and role-based access

Independent RIAs Wealth Managers Financial Planners Enterprise Teams

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Premium CRM Self-Service

Scaleyes Clientrow

Win more clients with a CRM built for advisers.

Clientrow is self-service CRM software for advisers and insurance providers. Run your own pipeline with a 360° client view — pipeline, meetings, ROI modelling, and branded reports in one secure cloud platform. Your data stays in your account.

360°Unified view

24/7Cloud PWA

PDFBranded exports

RBACRole control

Core capabilities

Acquisition-focused modules — setup, pipeline, meetings, ROI & reporting
Built-in ROI modelling and professional PDF exports for client meetings
Weekly and monthly report structures for KPIs and action plans
Enterprise authentication, JWT session hardening & invitation flows
Admin-only user management with live account enforcement

Financial Advisers Insurance Providers Advisory Practices Compliance Teams

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How Clienset works

From signal to conversation.

Clienset ingests news, press releases, and corporate filings every four hours — deduplicates, scores for wealth and intent, then surfaces actionable prospects in your dashboard.

Step 01Ingest & detect triggers

Step 02Score & rank prospects

Step 03Generate AI playbooks

Step 04Save, export & act

Integrated ecosystem

Designed to work together.

Pair Clienset's AI prospect intelligence with Clientrow's pipeline and reporting — so financial professionals treat client acquisition as a system, not a spreadsheet. Enterprise-grade architecture with multi-tenant isolation, audit logging, and role-based access throughout.

Compliance-aware by design

Built for regulated workflows — no generic CRM compromises or risky outreach patterns.

Self-service & secure

You run your own tools. Your data stays in your account with enterprise authentication.

Presentation-ready outputs

From prospect playbooks to branded PDF reports — every touchpoint reflects your credibility.

Get started

Ready to acquire clients smarter?

Explore our flagship products or speak with Scaleyes about demo access, onboarding, and how Clienset and Clientrow fit your practice.

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Email official@scaleyes.com