Reach
The CRM: contacts, deals and pipeline.
Early access. New accounts get direct access to the team building Mercleo. Join the beta
Docs, projects, sales, marketing and hiring: the tools to run a modern company, together in one place.
Write docs, plan projects and track goals together, all visible to your team without exporting or copying between tools.
Mercleo offers four distinct products, all working in sync. Keep a unified record of every interaction across each of them: no copy-paste or integrations required.
The CRM: contacts, deals and pipeline.
Events, courses and online communities.
Deep customer analytics, marketing automation and email management.
Hiring, onboarding and HR records.
A page viewed, a newsletter joined, a ticket bought, a role applied for: whichever product it happens in, it lands on the same person record the moment it happens. The record your docs, boards and products all read.
Every product has the same record for each customer, in one centralized place.
Where your audience registers, buys, learns and gives, all with your domain and brand.
The contact, the event, the doc, the deal: one search, one keystroke.
Sign in once and you’re in every product. One account for your whole team.
Account-level admin, roles and audit trails.
Every subscription on one account, one invoice.
Every interaction, from someone’s first visit to their latest purchase, lands on one customer record. Nothing to piece together across separate tools.
Collect the resume, track each stage and send the offer letter, all tied to the employee record from day one.
The ticket you send, the badge you print and the sign-in page they see, all carrying your brand.
Every payment generates a receipt with a serial number and the eligible amount, ready for tax season, with no extra software.
Pay for your team, not for your customers. Every account includes Foundry and global search. Add Reach, Engage, Pulse or Collective as your business needs them, all on one bill.
Attendees, customers, learners, applicants: every person your organization touches, on one record every product shares.
No. Most organizations start with one product. The platform (workspace, person record, Engagement Hub) comes with your account either way, and each product you pick up later lands on data you already have.
A staff member who works inside a paid product: running hiring, sending campaigns, working the pipeline. Staff who only look at their own record (their profile, their documents, their time off) need no seat. And your audience (the people who register, learn, apply, buy) never need seats at all.
The account itself: the team workspace (with two authoring seats and unlimited viewers), the shared person record, and your Engagement Hub. Paid plans add products, seats and capacity, all on one bill.
Nothing. That’s the point. Every product reads the same record. Opening Reach doesn’t import your contacts; they’re already there.
Mercleo Technologies Inc. is a Canadian company.
What the CRA actually requires on an official donation receipt: serial numbers, split receipting, void and reissue, explained plainly, with a checklist.
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