Clienteer Overview
Clienteer is a CRM and Fund Marketing software that assists asset managers in deepening investor relationships. It is designed for hedge funds, private equity, and other asset managers.
Use Cases
Customers recommend Relationship Management, Communication Management, Workflow Management, as the business use cases that they have been most satisfied with while using Clienteer.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Clienteer.
Clienteer Use-Cases and Business Priorities: Customer Satisfaction Data
Clienteer works with different mediums / channels such as E-Mail. and Phone Calls.
Reviews
"...Clienteer provides a comprehensive suite of features within an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of client accounts and transactions...." Peer review
Peer review evidence (same sources as the product rating summary)
"...Clienteer is an intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline their CRM, fund marketing, and investor relations workflows...." Investor Relations & Fund Marketing for Asset Managers : Imagineer Technology Group
"...The ability to easily track investor engagements, email and tracking capabilities and pipeline management. ...." Peer review by Verified Reviewer
"...Hedge fund solution for institutional asset managers which helps with transaction reporting, data aggregators, account activity tracking, built-in workflow functionality, tear sheets and more...." Peer review from Imagineer Technology Group
Clienteer, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Clienteer
Top Industries
- Financial Services
- Hospitality
Popular in
- Small Business
- Large Enterprise
- Enterprise
Clienteer is popular in Financial Services, and Hospitality, and is widely used by Small Business, Large Enterprise, and Enterprise.
Clienteer Customer wins, Customer success stories, Case studies
Why is Clienteer the best choice for Relationship Management?
How can Clienteer optimize your Communication Management Workflow?
How does Clienteer address your Workflow Management Challenges?
Why is Clienteer the best choice for Engaging And Following Up?
20 buyers and buying teams have used Cuspera to assess how well Clienteer solved their CRM needs. Cuspera uses 140 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Peers used Clienteer for relationship management and communication management
Clienteer Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (35) |
| Analytics | Read Reviews (6) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (35) |
| Analytics | Read Reviews (6) |
Software Failure Risk Guidance
?for Clienteer
Top Failure Risks for Clienteer
Imagineer Technology Group Profile
Company Name
Company Website
https://www.imagineertechnology.com/defaultHQ Location
551 Madison Avenue, 14th Floor, New York, NY 10022, US
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