Clienteer vs CRMNEXT

Rating


4.5 / 5
(10)


5 / 5
(1)

Starting Price

Not provided by vendor Not provided by vendor

Best For

We serve Hedge Funds and other Institutional Managers including Traditional Asset Managers, Wealth Mangers, Private Equity, Fund of Fund Mangers and more.

> Banking > Insurance > Financial Services > Mutual Funds > Telecom > Pharma > Retail > Media

Ideal number of Users

1000+

10 - 1000+

Ease of Use


4.5 / 5

5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


4.5 / 5

5 / 5

Value for Money


5 / 5

4 / 5

Product Features

  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • close Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management
  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • check Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

View 3 screenshots 95817 thumb
View 5 screenshots 43363 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Clienteer vs CRMNEXT

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