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.

Pricing

Clienteer Starting Price

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Clienteer Screenshots

Key Features of Clienteer

Here are the powerful features that make Clienteer stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

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

Clienteer Specifications

Get a closer look at the technical specifications and system requirements for Clienteer. Find out if it's compatible with your operating system and other software.

Deployment :
Hybrid
Subscription Plan :
Monthly, Yearly
Accessibility :
API
Customization
Mobile Support
Desktop Platforms :
Web app
Windows
Language Support :
English
Business :
StartUps
SMBs
Agencies
Enterprises
Available Support :
Email
Company Details :
Company Name : Imagineer Technology Group, LLC
Headquarter : New York
Website : Visit Website
Imagineer Technology Group, LLC logo
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Clienteer FAQs

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

What type of customer support is available from Clienteer?

The available support which Clienteer provides is:

  • Email

Where is the headquarters/company of Clienteer located?

The headquarters/company of Clienteer is located at New York.

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