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.
Pro
- Unlimited contacts
- 10 mailboxes
- 10,000 emails/mo
- 500 lead credits/mo
Custom
- Everything in Pro
- Custom email volumes
- Custom mailbox limits
- Dedicated onboarding
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.