Digital Assets Report


Like this article?

Sign up to our free newsletter

Imagineer releases new version of Clienteer CRM

Related Topics

Imagineer Technology Group, a provider of technology solutions for investment management firms, has released a new version of its flagship product, Clienteer CRM.

This version of Clienteer not only features a UI-refresh, but also includes new functionality that allows for better contact data management, investment opportunity forecasting by close date and sales stage, as well as, the ability to seamlessly file emails from G-mail. The system’s report building tool has been added to the Account Screen, making it easy to build on screen pivots to report on account related details such as, the transactions for each account and overall relationship master statistics.
Clienteer Mobile has been further optimised with the on-the-go professional in mind – providing full pipeline functionality, the ability to view and edit contact groups, and access to the report center from the road. Whether it’s viewing upcoming contacts on an Apple watch or sending a templated email with compliance- approved, watermarked documents to prospects or investors with just a few clicks, the mobile app empowers users with the tools they need while traveling from meeting to meeting.
“We continually strive to arm users with functionality that improves analysis of the data they are actively capturing on daily basis – from custom report building tools to simplified pipeline forecasting,” says Erol Dusi (pictured). “In realising that more and more professionals are turning to their mobile devices for work related activities, we increasingly put a strong emphasis on our mobile app development, ensuring users are able to access and act on their Clienteer data from anywhere.” 

Like this article? Sign up to our free newsletter

Most Popular

Further Reading