Clienteer is a configurable CRM for hedge funds, private equity firms and other asset managers. It organizes investor and prospect communications, account records, fundraising and transaction workflows. A drag-and-drop interface tracks capital raising and supports forecasts by date, opportunity stage or other factors. Teams can target campaigns, roadshows and events using investor characteristics such as location or investment preferences, then track email interactions and document downloads. The software consolidates monthly investor reporting packages for distribution with watermarks and password protection. Workflows cover subscriptions, redemptions, capital calls and transfers. Compliance records can include ERISA levels, Form PF, FATCA categories, New Issue Eligibility, KYC and AIFMD. Outlook, Exchange and Gmail integrations support email filing. Audit reports and defined roles help firms review user activity and restrict access. Clienteer provides desktop, web and mobile access, API and open database access, and hosting in Imagineer's cloud, another cloud or on premise. Pricing is on request.
Who it is for
Clienteer is aimed at hedge funds, private equity firms and other asset managers managing investor communications, fundraising and account workflows. Its deployment and access options may suit firms with different hosting requirements.
What is good
- Tracks fundraising and supports sales forecasts.
- Investor reports can be watermarked and password-protected.
- Workflows cover subscriptions, redemptions, calls and transfers.
- Offers cloud or on-premise hosting.
What to know first
- Pricing is available on request.
- Security capabilities such as two-factor authentication may be add-ons.
- The platform tracks detailed compliance and account records.
Verdict
Clienteer brings investor CRM, fundraising, reporting and capital activity into a configurable system. Firms should request pricing and clarify which security capabilities are included or offered as add-ons.
Get started with Clienteer
- Visit the Clienteer product website.
- Contact Imagineer to discuss pricing and subscription levels.
- Choose hosting in Imagineer's cloud, another cloud, or on premise.
- Use desktop, web, or mobile access, with API and open database access available.
Questions about Clienteer
How much does Clienteer cost?
Pricing is on request. The product page describes multiple subscription levels.
Which platforms does Clienteer support?
The listed platforms include Android, iOS, macOS, Windows, web, API, extensions, and self-hosting. The maker also describes desktop, web, and mobile applications.
Can Clienteer be hosted on premise?
Yes. It can be hosted in Imagineer's cloud, a client's or third party's cloud, or on premise.
Which email services integrate with Clienteer?
The product page names Outlook, Exchange, and Gmail integrations. These support filing email, creating contacts from signatures, and using templates.
What integrations are listed?
The integrations page lists Office 365, Microsoft Exchange, G Suite, DST Sales Connect, LinkedIn, and Duo. It also identifies APX and Preqin as partners that integrate with Clienteer.
Who makes Clienteer?
Imagineer Technology makes Clienteer. The company was founded in 1998 and is headquartered in New York.
Compared on investor relationship management software
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
- Portfolio tracking
- Yes
- Mobile app
- Yes
