Clienteer vs Freshsales

Best For

Who Uses This Software?

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

Freshsales is a product for teams of all sizes. Freshsales is built with an intention to cater to sales needs across all markets.

Target Customer Size (Users)

1000+

1 - 499

Pricing

Starting Price

Not provided by vendor

$12.00/month/user

Free Trial

No Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

View 3 screenshots 95817 thumb
View 5 screenshots 43951 thumb

Ratings

Overall


4.5 / 5
(10)

4.5 / 5
(372)

Ease of Use


4.5 / 5

4.5 / 5

Customer Service


5 / 5

4.5 / 5

Features & Functionality


4.5 / 5

4.5 / 5

Value for Money


5 / 5

4.5 / 5

Training & Support

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

share Share Your Comparison of Freshsales vs Clienteer


Clienteer vs Freshsales

Clienteer

by Imagineer Technology Group

Best For

Who Uses This Software?

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

Freshsales is a product for teams of all sizes. Freshsales is built with an intention to cater to sales needs across all markets.

Target Customer Size (Users)

1000+

1 - 499

Pricing

Starting Price

Not provided by vendor

$12.00/month/user

Free Trial

No Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(10)

4.5 / 5
(372)

Ease of Use


4.5 / 5

4.5 / 5

Customer Service


5 / 5

4.5 / 5

Features & Functionality


4.5 / 5

4.5 / 5

Value for Money


5 / 5

4.5 / 5

Training & Support

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

Share Your Comparison of Freshsales vs Clienteer