Every relationship on one record
Jordan LeeOne record
First visit4 Feb
Deal · HarbourlineQuote sent
Campaign · MarchOpened
Forecast · Q2
Weighted$128k
Best case$164k
Mercleo for businesses.
Different jobs, different teams. Marketing runs campaigns. Sales works deals. HR hires. Each gets a real tool; only the system underneath is shared.
For marketing. From anonymous visit to consenting contact.
- A visitPrivacy-first analytics sees the session: pages, source, funnel. On your domain, no third-party ad tech.
- Consent, then a formThe banner asks properly and script gating holds trackers until yes; the form on your site answers who.
- A contact with historyA real record with the visit trail attached: segmented, campaigned, and on an automated journey.
For sales. The pipeline, on the record marketing filled.
Contacts and companies with lifecycle stages and dedupe, deals moving through stages you define, and the quote and invoice sent from the same record. Sales sees the whole trail behind every lead, because there is only one trail.
- Pipelines, stages and products you define
- Quotes and invoices sent from the record
- Custom objects: record types you define yourself
- Forecasts from real stages, not a spreadsheet tab
For HR. Hiring to employee record, its own tool.
- An applicantOpenings on your own branded careers site; screening and structured reviews in a real pipeline.
- An offer, signedGenerated from a template, e-signed, countersigned and filed. No printing, no PDF tennis.
- Day-one readyAcceptance starts onboarding: tasks, documents, and the employee record with time off and self-service.
For the whole team. The workspace, included with every account.
Projects on live boards, docs written together, and goals that reference the items behind them. Work written down becomes work done becomes progress you can click.
- Projects: boards, backlog, sprints, timeline
- Docs written together, in real time
- Goals that cite the work behind them
And underneath, one system. The person marketing captured is the person sales closed. One record, one plan, one bill.
From applicant to employee, one file
Operations lead
Applicants34
OfferSigned
OnboardingDay 1 ready
The facts. For the shortlist.
- Pricing model
- One plan covers the whole system, on one invoice. Seats are for staff; contacts, leads and customers are never billed.
- Getting in
- CSV import with field mapping and dedupe that expects real-world mess. Bring your current CRM’s export.
- Getting out
- REST API, tokens and webhooks. Your data was never held hostage.
- Security
- Centralized sign-in, tenant isolation enforced at the database layer, and practices documented in the trust centre.
It includes one. Reach is the CRM; the difference is that it reads the same record your marketing, your docs and your hiring write to, because underneath it is all one system.
No. Use the products you need and skip the rest; they are part of your plan either way, and each one you pick up later lands on data you already have.
Nothing. People are never the meter: what moves between plans is staff seats, email sends and storage.
The workspace ships projects, collaborative docs and goals with every account, and a doc can hold a live view from your products. Whether that replaces your current tools is a demo question worth asking.