Everything You Need to Succeed
Powerful features designed to streamline your workflow and accelerate growth
Lead & Account Management
Record calls, create relationship mapping, task management, and one-click detailed profile pages.
Document Management
Upload and manage documents related to your Leads & Accounts in one place.
Product Catalogue
Create catalogues of products and assign them to your Accounts seamlessly.
Campaign Builder
Create campaigns with goals like meetings, conversations, sales. Auto-assign or manually manage.
Tasks & Projects
Task management for users and customers. Create projects related to tasks effortlessly.
Dashboards & Reports
Track Lead/Account/Call performance with powerful filters and custom reports.
Collaborative Notes
Take and share notes with co-workers in a grid-based, customizable area.
Unified Calendar
View tasks, integrate Google Calendar & Calendly all in one unified view.
Custom Fields
Manage custom fields for Leads & Accounts. Create calculated and chain fields as needed.
Self-Hosted Data
Upload files to your server and maintain complete ownership of your data, with unlimited users.
See It In Action
A glimpse into the powerful features that will transform your business operations
Powerful Dashboard
Get a complete overview of your leads, campaigns, and performance metrics at a glance
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Campaign Builder
Create and manage campaigns with intuitive tools and automatic assignment features
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Lead Management
Track relationships, record calls, and manage detailed profiles effortlessly
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Why Choose ClientRay?
Low Cost, High Return
Enterprise-grade CRM at a fraction of the cost. Small fee, massive business impact
Your Data, Your Rules
Complete ownership and control over your business data
Lightning Fast
Optimized performance for teams of any size
Scale Infinitely
Grow from startup to enterprise seamlessly