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
"...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
Peer review evidence (same sources as the product rating summary)
"...Unlike most relationship management tools, Clienteer supports multiple subscription levels and deployment options that can scale to the needs of any size organization...." Peer review by Ashutosh S, AWS Certified Solution Architect
"...Know who your most interested prospects are by tracking email interactions and document download analytics. ..." Investor Relations & Fund Marketing for Asset Managers : Imagineer Technology Group
"...Proactively manage and track capital account activity such as subscriptions, redemptions, capital calls, transfers, and more with built-in workflow functionality and reporting tools...." Investor Relations & Fund Marketing for Asset Managers : 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
What solutions does Clienteer provide for Relationship Management?
How can Clienteer optimize your Communication Management Workflow?
What solutions does Clienteer provide for Workflow Management?
How can Clienteer optimize your Engaging And Following Up Workflow?
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
Imagineer Technology Group
Company Website
https://www.imagineertechnology.com/defaultHQ Location
551 Madison Avenue, 14th Floor, New York, NY 10022, US
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