Company-first CRM built for outbound.
Manage companies, not just contacts. Auto-enrich with LinkedIn data, reach out via email, phone, and WhatsApp, and track every interaction in a unified timeline — all from one workspace.
- Company-first dashboard with auto-enrichment
- Multi-channel: email, phone, WhatsApp
- AI-powered custom fields and summaries
- Unified activity timeline across all channels
Custom fields for everything you track
Track what matters to your business — whether that's pain points, deal size, decision-maker flags, or renewal dates. ClickReach supports 7 field types, scoped to the person or the company.
- 7 field types: Text, Number, Date, Checkbox, Currency, Single Select, Multi Select
- Scope each field to Person (contact) or Company (account)
- Use any custom field as a merge tag in your sequences
- Color-coded options for Select fields — spot values at a glance
- Unlimited custom fields on every plan, including the trial
The Engage pipeline
A Kanban board purpose-built for outbound. Define your own stages, set reminder days, and drag contacts forward as deals progress. Separate from your main contacts view so the table stays clean.
- Drag contacts between customizable stages (define your own columns)
- Set reminder days per stage — overdue contacts surface automatically
- Filter the entire board by list with one click
- Unread reply indicator on cards so nothing slips through
- Separate from your main contacts view — opens in the Engage tab
Color-coded lists
Group contacts into named lists with one of 10 colors. Scan segments instantly in any table or the Engage pipeline. One contact can belong to many lists — no forced single-category model.
- 10-color palette: blue, purple, green, amber, red, pink, teal, orange, indigo, lime
- A single contact can belong to many lists at once
- Pin, rename, recolor, or archive any list in seconds
- Filter the Engage pipeline by list with a single click
- Bulk-assign contacts from filter results or CSV import
Advanced filters, zero SQL
Build complex filters with a rule-based UI. Pick any field — standard or custom — choose an operator, set a value, and see the match count update live.
- Rule-based builder: field → operator → value
- 7 operators: contains, equals, not equals, starts with, ends with, is empty, is not empty
- Combine rules with AND / OR across any standard or custom field
- Live match count updates as you build the filter
- Filter by lead status, outcome, list, DND flag, or any custom field
CSV import & export, done right
Bring your leads in from any source and take them out whenever you want. ClickReach auto-maps columns, detects duplicates, and lets you create new custom fields inline if your CSV has unknown columns.
- Auto-map CSV columns to ClickReach fields during import
- Create new custom fields inline if your CSV has unknown columns
- Duplicate detection by email — skip or merge existing contacts
- Row-by-row preview and validation before import
- Export filtered results, entire lists, or everything — UTF-8 safe
Contact detail view
Click any contact to see a lightweight popup with everything that matters: lead status, lists, custom fields, job title, location. No page reload, no bloated sidebar — just the data you need, fast.
- Lightweight popup modal — no page reload to view a contact
- Editable name and job title, copy-to-clipboard email
- Lead status badge: Raw, Qualified, Hot, Warm, Cold (color-coded)
- Every custom field value shown inline with the native field type
- See which lists a contact belongs to, all in one view
Plans that scale with you
Start free. Upgrade when you need more contacts, mailboxes, or sends.
Explore ClickReach
Manage companies. Close deals faster.
Import your first company, enrich it with LinkedIn data, and start multi-channel outreach — all in under 5 minutes. No credit card required.