Clienteer Guide – Read our In-Depth Clienteer Review

Clienteer is a fully functional Crm software platform.

This Clienteer review has been updated for 2021 by industry experts with years of business software experience in development, implementation and use.

We have collated thousands of datapoints for all of our Crm software reviews.

This Clienteer review contains the most recent information about Clienteer.

If you're looking for new Crm software then so many facts may be confusing for you. Finding new Crm software demands expert assessing skills and thorough knowledge. You will need to fully understand what each piece of Crm software can do to ensure it is a good fit for your business. For starters, you have to select the right Crm software provider who will be clear with you always.

In this fast-paced universe of business software, you'll need advice to make proper decisions. Clienteer is just one such piece of Crm software which will enhance your business. It is important to understand all about Clienteer before you invest your money in their software.

Our entire Clienteer Review covers all you need to learn about their Crm software. A good piece of Crm software can ease multiple burdens within a business and provide you positive ROI. If you want to earn a good return on investment, you must use Crm products that aligns with your business needs.

There is no sure-fire method to guarantee a good ROI; thus, you must carefully analyze any new Crm software before you choose them. It's a frequent misconception that all Crm software will be the same, but that is not true. Wrong judgment, in the beginning, can set your business back.

Imagineer Technology Group is a provider of crm software that has paved its way successfully over the years and provides one of the best Crm software on the market. In this review, we have tried to collate some of the vital aspects of Clienteer. This review will allow you to know whether software from Imagineer Technology Group is a good fit for your business or not. We've tried to breakdown all of the qualities and fees for your convenience.

Clienteer Ratings

Clienteer Overall Rating
100%
Clienteer Ease Of Setup Rating
50%
Clienteer Ease Of Use Rating
100%
Clienteer Support Rating
100%

How To Choose The Best Crm Software For Your Business

When choosing whether Clienteer is the most appropriate crm software for your business there are 5 things to consider and do to make the right choice:

  • Detail Out what you need to achieve from using Clienteer
  • Does Clienteer achieve your needs as a full Crm platform?
  • Fully understand the Clienteer crm platform and tools. Do the Clienteer tools and resources stack up against your business needs?
  • Work out the budget available to implement a new Crm solution and do the offerings from Clienteer offer the features you need within the budget.
  • Register for a account with Clienteer. Ask for a callback and demo to finally check that the software is right for you.
  • Clienteer Review – Company Overview

    Full Company Name Imagineer Technology Group
    Website URL https://itgny.com/
    Imagineer Technology Group Phone Number None
    Year Founded 1998
    Imagineer Technology Group Address New York, NY
    Imagineer Technology Group Employees (As per LinkedIn) None
    Revenue Unknown
    Ownership Private
    Imagineer Technology Group Twitter Handle @imagineer_tech
    Imagineer Technology Group Twitter Followers 379
    Imagineer Technology Group LinkedIn None
    Main Software Features Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,

    Clienteer Pricing & Costs

    Salesforce CRMSales Essentials Edition

    $25 user per month

    Zendesk SellTeam

    $19 user per month

    HubSpot CRMFree HubSpot CRM

    $0

    What is Clienteer?

    Clienteer is a fully functional piece of crm software provided by Imagineer Technology Group and is targeted for small to enterprise sized businesses.

    Imagineer Technology Group was founded in 1998 in New York, NY.

    Clienteer is a CRM platform designed specifically for hedge funds & other asset managers to assist in the workflows related to investor relations, sales & marketing, operations, and compliance.

    Clienteer Free Trial

    Clienteer does not offer a free trial.

    While creating this Clienteer review we found that it offers a lot of advanced crmfeatures with its paid plans. You can learn more about some of the Clienteer Crm features further on in this Clienteer review.

    Is Clienteer The Best Crm platform available?

    Crm suppliers range from 1 man bands to giant multinationals; There's a lot out there. But, when it comes to choosing a Crm solution, there are several factors that you must factor in. To be able to ensure that Clienteer is the best Crm solution for your small business, take a look at our guide below.

    Clienteer Features

    Clienteer offers professional crm festures like Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,

    Clienteer Review - Sales Force Automation Features & Rating

    Sales Force Automation Features Rating
    Contact & Account Management
    92%
    Partner Relationship Mgmt. (PRM)
    81%
    Opportunity & Pipeline Mgmt.
    93%
    Task / Activity Management
    96%
    Territory & Quota Management
    91%
    Desktop Integration
    90%
    Product & Price List Management
    92%
    Quote & Order Management
    95%
    Customer Contract Management
    95%

    Clienteer Review - Marketing Automation Features & Rating

    Marketing Automation Features Rating
    Email Marketing
    98%
    Campaign Management
    93%
    Lead Management
    93%
    Marketing ROI Analytics
    91%

    Clienteer Review - Customer Support Features & Rating

    Customer Support Features Rating
    Case Management
    97%
    Customer Support Portal
    96%
    Knowledge Base
    98%
    Call Center Features
    94%
    Support Analytics
    99%

    Clienteer Review - Mobile & Social Features & Rating

    Mobile & Social Features Rating
    Social Collaboration Features
    97%
    Social Network Integration
    53%
    Mobile User Support
    93%

    Alternatives To Clienteer

    Looking for an alternative to Clienteer? Tons of businesses want crm software to aid their business goals. What's difficult is finding out whether or not the software you choose is right for your business. We have compiled a list of crm software that our reviewers voted best overall compared to Clienteer. Based on thousands of datapoints, you can see how Clienteer stacks up to the competition, and find the best fit for your needs.

    The Top 20 Clienteer alternatives are listed below

    RAYNET CRM

    Overall rating 88%
    Setup Rating 93%
    Ease Of Use Rating 98%
    Support Rating 88%
    About RAYNET CRM

    RAYNET CRM was founded in 2013 in Osprey, FL.

    Simplify your daily agenda, keep track of everything thats going on, and boost up your business with an easy-to-use CRM solution

    OnePageCRM

    Overall rating 94%
    Setup Rating 95%
    Ease Of Use Rating 93%
    Support Rating 95%
    About OnePageCRM

    OnePageCRM was founded in 2010 in N/A.

    OnePageCRM is simple CRM software that produces amazing results. It combines a proven sales methodology with the elements of CRM to greatly increase sales.

    Pipedrive

    Overall rating 86%
    Setup Rating 87%
    Ease Of Use Rating 89%
    Support Rating 84%
    About Pipedrive

    Pipedrive was founded in 2010 in New York, NY.

    Pipedrive is Web-based Sales CRM & Pipeline Management Software. Pipedrive focuses on making more sales happen with less time needed for admin.

    SP CRM

    Overall rating 70%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About SP CRM

    SP CRM was founded in 2011 in Penn Valley, CA.

    CRM for SharePoint

    HubSpot CRM

    Overall rating 86%
    Setup Rating 83%
    Ease Of Use Rating 86%
    Support Rating 85%
    About HubSpot CRM

    HubSpot CRM was founded in 2006 in Cambridge, MA.

    HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever.

    Deltek WorkBook

    Overall rating 80%
    Setup Rating 67%
    Ease Of Use Rating 76%
    Support Rating 82%
    About Deltek WorkBook

    Deltek WorkBook was founded in 1983 in Herndon, VA.

    Workbook is a grown-up software suite for project & resource management, crm & accounting.

    Nextiva

    Overall rating 92%
    Setup Rating 90%
    Ease Of Use Rating 93%
    Support Rating 95%
    About Nextiva

    Nextiva was founded in 2008 in Scottsdale, AZ.

    The Nextiva technology platform is a state-of-the-art telecommunications infrastructure that allows a company's employees to conduct their business from anywhere.

    Flexie

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Flexie

    Flexie was founded in 2007 in Tirana, Albania.

    Flexie CRM software solutions and automation tools for businesses of any size. If offers Workflow Automation tools, enterprise class support and custom tool.

    Rianu

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Rianu

    Rianu was founded in 2014 in Leeds, England.

    Rianu is a CRM for developers. It has a set of API's that allow you to plug your current internet buisness onto Rianu.

    Zoho ContactManager

    Overall rating 84%
    Setup Rating 76%
    Ease Of Use Rating 79%
    Support Rating 80%
    About Zoho ContactManager

    Zoho ContactManager was founded in 1996 in Pleasanton, CA.

    Share contacts and keep track of to-dos, notes and emails. Everything is in a single place for your team.

    Basic Online CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Basic Online CRM

    Basic Online CRM was founded in 1979 in Ruddington, United Kingdom.

    Your collaboration software at your fingertips

    SprinxCRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About SprinxCRM

    SprinxCRM was founded in 1996 in Prague, Czech Republic.

    CRM application built to stay current with recent technologies and trends.

    Shark Byte CRM

    Overall rating 100%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 100%
    About Shark Byte CRM

    Shark Byte CRM was founded in 2017 in Fort Myers Beach , USA.

    Shark Byte CRM is a customer and sales relationship manager designed for mechanical service, plumbing and, HVAC companies. Shark Byte is a CRM Sales Tracker, with Mobile Building Surveying tools, Estimating, and Proposal Generation.

    CRM Service

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About CRM Service

    CRM Service was founded in 2007 in Jyvskyl,Finland.

    CRM-service is the perfect solution when performance matters.Take control of all the contacting points in your customer life cycle with sales pipe management, helpdesk features, invoicing, communication, and many other features that fit your needs. Naturally, you can automate your main functions and use the comprehensive reporting views to stay on top of your game.

    M2Advisor

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About M2Advisor

    M2Advisor was founded in 2001 in Zug, Switzerland.

    All the tools you need to run your advisory business

    Naviga Ad

    Overall rating 90%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 40%
    About Naviga Ad

    Naviga Ad was founded in 2013 in Bloomington, MN.

    Naviga Ad facilitates user-friendly and efficient selling in any possible combination of your print, digital and broadcast medias publications.

    FRM Solutions

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About FRM Solutions

    FRM Solutions was founded in 2012 in Atlanta,United States.

    FRM Solutions is a robust, out- of-the-box solution tailored specifically to the needs of franchisors for the management of potential and existing franchised relationships.

    EspoCRM

    Overall rating 90%
    Setup Rating 50%
    Ease Of Use Rating 70%
    Support Rating 89%
    About EspoCRM

    EspoCRM was founded in 2014 in Chernivtsi, Ukraine.

    Open Source CRM application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities - all in an easy and intuitive interface.

    webCRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 17%
    About webCRM

    webCRM was founded in 2005 in Copenhagen, Denmark.

    webCRM ensures you never forget to call your customers and that you always follow up on all your opportunities with targeted activities and offers before it's too late.

    Gincore

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Gincore

    Gincore was founded in 2012 in San Francisco, CA.

    Gincore is a program for keeping records in the service center, which saves time, brings order to the workshop, and most importantly - increases your profit