Pour qui ?

Hedge fund solution for institutional asset managers which helps with transaction reporting, data aggregators, account activity tracking, built-in workflow functionality, tear sheets and more.

Notes moyennes

11 avis
  • Note globale 4.7 / 5
  • Facilité d'utilisation 4.3 / 5
  • Service client 4.8 / 5
  • Fonctionnalités 4.4 / 5
  • Rapport qualité-prix 4.9 / 5

Informations sur le produit

  • Prix Contact Imagineer Technology Group for pricing details.
  • Version gratuite Non
  • Essai gratuit Non
  • Déploiement Cloud, SaaS, web
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau

Informations sur l'éditeur

  • Imagineer Technology Group
  • http://www.itgny.com
  • Fondé en 1998

En savoir plus sur Clienteer

Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.

Clienteer - Fonctionnalités

  • Affectations d'équipe
  • Alertes de compte
  • Gestion des leads
  • Gestion des ressources
  • Gestion du marketing
  • Gestion du territoire
  • Suivi de l'influence
  • Suivi des frais
  • Suivi des ménages
  • Suivi des relations
  • Analyse de portefeuille
  • Analyse des performances
  • Calcul des pertes et des profits
  • Comptabilité des investisseurs
  • Comptabilité des partenariats
  • Gestion de la conformité
  • Gestion des contacts
  • Gestion des portefeuilles
  • Reporting des investisseurs

Avis les plus utiles sur Clienteer

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

Publié le 28/06/2018
Dominique A.
Head of Capital Partnerships
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Imagineer Technology Group le 09/07/2018

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.

Publié le 28/06/2018
Utilisateur vérifié
Operations Associate
Gestion des investissements, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

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

Réponse de l'éditeur

envoyé par Imagineer Technology Group le 09/07/2018

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.

Publié le 28/06/2018
Utilisateur vérifié
Vice President, Sales & Client Relations
Services financiers, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Fairly user-friendly. More functionality that I will ever need but nice to know it's there!
Customer support and follow-up is amazing.

Inconvénients: 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!

Réponse de l'éditeur

envoyé par Imagineer Technology Group le 09/07/2018

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.

Publié le 20/07/2018
Cameron M.
Investor Relations
Gestion des investissements, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

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

Publié le 29/06/2018
Eric F.
Senior Associate
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix

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

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

Réponse de l'éditeur

envoyé par Imagineer Technology Group le 09/07/2018

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!

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