
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.
Clienteer Starting Price
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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
- Phone
- Live Support
- Training
- Tickets
Specifications
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Deployment:
Hybrid
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Payment:
Monthly, Yearly
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Desktop Platforms
Mobile Platforms
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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