What is Clienteer?

Clienteer helps in transaction reporting, data aggregation, and account activity tracking. It provides a tool to improve customer relationship management through compliance and capital raising. Real-time access to your appointments, sales opportunities, and customer data on any mobile device.

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Key Features of Clienteer

  • Asset Management
  • Lead Management
  • Contact Management
  • Compliance Management
  • Performance Analysis
  • Relationship Tracking
  • Investor Reporting
  • Investor Accounting

Clienteer Users

Business

  • Freelancers
  • StartUps
  • SMEs
  • Agencies
  • Enterprises

Available Support

  • Email
  • Phone
  • Live Support
  • Training
  • Tickets

Specifications

  • Deployment:

    Hybrid

  • Payment:

    Monthly, Yearly

  • Api
  • Customization
  • Mobile Support

Desktop Platforms

  • Web App
  • Windows
  • Mac

Mobile Platforms

  • Android
  • iOS

Language Support

  • English

Company Details

Company Name :

Imagineer Technology Group, LLC

Headquarter :

New York

Website :

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What are the top 5 features for Clienteer?

The top 5 features for Clienteer are:

  • Asset Management
  • Lead Management
  • Contact Management
  • Compliance Management
  • Performance Analysis
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