Clienteer Guide – Read our In-Depth Clienteer Review
Clienteer Rating: 10.0 / 10
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This Clienteer review has been updated for 2022 by industry experts with years of business experience across multiple industries and disciplines.
Please note that the content in this Clienteer review is provided on an as is basis and you should always check with the company to make sure you have the latest information.
Clienteer Ratings
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Clienteer Guide for 2022 – Brief Summary
| Clienteer Telephone Number: | None |
| Clienteer Email Address: | |
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| Year Founded: | 1998 |
| Clienteer Highlights: | 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. |
| Hedquarters: | New York, NY |
| Clienteer Revenue (USD Millions) | Unknown |
| Languages Supported | English |
| Clienteer LinkedIn: | None |
| Clienteer Employee Count (On LinkedIn): | None |
| Clienteer Top Features: | Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management, |
| Clienteer Twitter: | @imagineer_tech |
| Clienteer Twitter Followers: | 379 |
Clienteer Location
Clienteer Pricing & Costs
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Our entire Clienteer Guide covers everything you need to learn about using Clienteer. Good crm software can not only help your business to become more efficient and thrive but also give you a platform that can provide you profits. If you would like to earn profits, you should ensure you are using a good piece of crm software.
There is no sure-fire way to ensure profits; therefore, you must carefully analyze your crm software before you select it. It is a common misconception that all crm software is the same, but that is not true. Wrong judgment, initially, can set your business in danger.
Clienteer is a piece of crm software which has paved its way successfully. In this review of Clienteer, we've tried to collate a number of the important aspects. This review can help you to understand whether Clienteer is a fantastic fit for your business or not. We have tried to breakdown all of the qualities and fees for your convenience.
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 research the Clienteer crm platform and toolset. Do the Clienteer tools and resources align with your business needs?
- Detail Out the budget available to implement a new Crm solution and does 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 completely check that the software is right for you.
What is Clienteer?
Clienteer is an impressive suite of crm software developed by Imagineer Technology Group and is targeted at small to enterprise sized businesses.
Imagineer Technology Group was started 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.
Does Clienteer Offer A Free Trial?
Unfortunately Clienteer does not offer a free trial.
While creating this Clienteer review we found that it offers a lot of advanced crm features with its paid plans. You can learn more about some of the Clienteer Crm features further on in this Clienteer review.
Is Clienteer A Leading Crm Solution For You?
Crm suppliers range from 1 man bands to giant multinationals; There is a whole lot out there. However, when it comes to selecting a reputable crm solution, there are numerous considerations that you must factor in. In order to ensure that Clienteer is the corrrect crm solution to your company, take a look at our guide below.
Main Features Of Clienteer
Clienteer provides comprehensive crm features 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
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Partner Relationship Mgmt. (PRM) |
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Opportunity & Pipeline Mgmt. |
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Task / Activity Management |
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Territory & Quota Management |
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Desktop Integration |
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Product & Price List Management |
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Quote & Order Management |
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Customer Contract Management |
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Clienteer Review - Marketing Automation Features & Rating
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Campaign Management |
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Lead Management |
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Marketing ROI Analytics |
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Clienteer Review - Customer Support Features & Rating
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| Case Management |
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Customer Support Portal |
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Knowledge Base |
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Call Center Features |
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Support Analytics |
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Clienteer Review - Mobile & Social Features & Rating
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Alternatives To Clienteer
Looking for an alternative to Clienteer?
Many companies want crm software to help with business goals. What is difficult is finding out whether or not a piece of software you choose is right for your business. We have compiled a list of other crm solutions that our reviewers voted best overall compared to Clienteer. Based on thousands of datapoints, you can see how Clienteer stacks up to their competitors, and find the best fit for your needs.
The Top Clienteer Alternatives Are Listed Below