Imagineer Technology Group

Clienteer


5 / 5
10 reviews

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.


Average Ratings

10 Reviews

  • 5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Imagineer Technology Group
  • www.itgny.com/
  • Founded 1998
  • United States

About Clienteer

Clienteer is an intuitive & highly configurable relationship management platform designed for hedge funds & institutional asset managers to assist in the areas of investor relations, fund marketing, operations, compliance, & the various workflows related to these activities. Unlike some CRMs, Clienteer supports multiple deployment options. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer's flexible desktop, mobile & web-based solutions are unrivaled.


Clienteer Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Clienteer Reviews Recently Reviewed!


Clienteer is a great CRM solution for a young and growing business.

Jun 28, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: The small company feel makes everything feel customized, from the software to the client service. It's nice to be included in the dialogue with regards to future software updates.

Cons: Wish it could be slightly more straightforward to use. But that comes with use, and of course they have so many features so that comes with time and usage.

Vendor Response

by Imagineer Technology Group on July 09, 2018

Dominique, it has been a pleasure working with you all these years. We love our small company feel and the ability to build strong relationships with our clients. We know Clienteer's rich functionality can sometimes be overwhelming but hopefully all the training we offer including Webinars, Group sessions, One-on-one sessions and our Training Camp helps you take full advantage of the software.

I would be a big fan if it would just work faster.

Jun 28, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

Cons: Often very slow, which is frustrating in a fast-paced industry. Long lags. Seems like something that could be fixed by the company.

Vendor Response

by Imagineer Technology Group on July 09, 2018

We love to hear about clients benefitting from our seamless outlook integration and ability to create contacts with ease! We are sorry you have been experiencing speed issues, this is not usually a case reported by our clients. There are a number of things that can cause speed issues. The best way to solve this is to reach out to your Client Service Representative to explore this issue further.

A major upgrade for us so hard to find much fault.

Jun 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fairly user-friendly. More functionality that I will ever need but nice to know it's there!

Customer support and follow-up is amazing.

Cons: Could be a little more intuitive to find particular things. Or a way to get quick answers. Most importantly, I wish it could go back and capture historically through Outlook emails like competitors can!

Vendor Response

by Imagineer Technology Group on July 09, 2018

Thanks for the awesome review! We strive to ensure our Client Service team is available to readily help with any questions. Our team is always working to improve our training camp materials and add easily accessible assistance within Clienteer. We can in fact capture historical emails from Outlook using our historical automated e-mail filing process. Please reach out to your Client Service Representative for more details on this.

Excellent investor relationship management tool for our small business.

Jul 20, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Having all of our investor data and correspondence in one place has been a game-changer for us. Previously, we were using multiple spreadsheets and regular email to manage our investor relationships. Knowing all information and contact with investor is in one place allows me to sleep at night. Also, love the reporting and group email features.

Cons: There is so much functionality to this software, it's taking me a while to get my head around and understand all it can do.

Overall: Quickly being able to look up information on specific investors without having to go to multiple spreadsheets, etc. Having CRM functionality to capture all correspondence and ease of reporting. Would highly recommend.

Easy to use with a great staff that is understanding of individual needs

Jun 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy customization of reporting, fields and screens . Smaller company that is more flexible than larger firms.

Cons: Unable to handle FX accounts, certain fields are specific to screens and cannot carry over to other screens.

Vendor Response

by Imagineer Technology Group on July 09, 2018

Eric, we love getting to know each of our clients and working closely with them to build one-click custom reports that increase productivity. We continue to release improvements to our software based on clients¿ suggestions and are confident you will be uploading FX accounts in no time!

Support is amazing. Any question I have is always responded to in a timely manner

Jul 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: tracking capability is the best feature, as it allows us to utilize the metrics for marketing messages

Cons: not as user friendly as I would like. The platform seems to have buttons and features, although they are not usable and apparently part of the "old" system

Vendor Response

by Imagineer Technology Group on July 09, 2018

Thanks Josh for the positive feedback! Our client support team prides itself on their rapid response times and being available when our clients need them the most. We understand that Clienteer¿s robust functionality can be a bit overwhelming at times and we hope our Webinars, Group sessions, One-on-one sessions and training guides help get our users up-to-speed and abreast of any new features.

I've used Clienteer for several years, and am always pleased at the customization thats available.

Jun 28, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's always evolving based on client feedback, which is great! We set our version up to match our exact needs and it's been very helpful.

Cons: How clicking something opens a new tab each time, resulting in LOTS of open tabs! Maybe a choice of opening a new tab or replacing the current one would be helpful.

Vendor Response

by Imagineer Technology Group on July 09, 2018

We definitely understand with an ever-changing world how important the ability to customize on the fly can be! We love getting suggestions from our clients as it helps us to build industry best practices into our software. We recognize the challenges of having too many tabs open which is why if you right click on an existing tab you can close all open tabs but the one you are currently on. If you reach out to the Client Service team, we would be happy to show you how it works!

Great support team always willing to go the extra mile.

Jul 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The system is easy to use and offers useful features and great functionality. Ability to meet reporting needs.

Cons: The system tends to hang and freeze when I use it but this may be due to my location. It would be great if this wasnt an issue.

Great Financial Tracking Software for Investor Relations

Oct 29, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I use Clienteer because this establishes my relationship with my clients. The software has a great platform designed for people like me and others who work in hedge funds & banking institutions who need help in dealing with investor relations and other related finance administration. This software lets me view my client's portfolios and track our developments.

Cons: This has happened to me a couple of times that the software lags and I've had to restart my computer each time. It worked fine after that and didn't encounter this problem anymore.

A great tool which allows me to be more efficient and effective at managing my IR/BD function.

Jun 28, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The ability to easily track investor engagements, email and tracking capabilities and pipeline management.

Cons: After an extensive search of peer software systems, Clienteer stood out as the best for my needs. I am hardpressed to find any 'cons' at this time.

Vendor Response

by Imagineer Technology Group on July 09, 2018

We are so happy to hear about your positive experiences using Clienteer! As we release new functionality, we hope Clienteer continues to help streamline your Investor Relations and Business Development processes.