Digital Assets Report


Like this article?

Sign up to our free newsletter

Imagineer releases update to Clienteer CRM

Related Topics

Imagineer Technology Group, a provider of technology solutions for investment management firms, has released the Clienteer CRM Spring 2016 update. 

The Spring Release of Imagineer’s flagship product features many enhancements to the system’s current functionality sets helping users streamline their accounting, compliance and operations workflows even further. Clienteer is now seamlessly integrated with Preqin, allowing users to easily pull data from Preqin into Clienteer. 

“For this update we focused on alleviating some of our client’s operational pain points, developing new tools that help keep contact data clean, coordinate meetings among colleagues and manage and report on events,” says Avi Giladi, Chief Architect at Imagineer Technology Group.  

In addition, the native Clienteer Mobile App has been enhanced with not only a sleeker interface, but also several new robust features and functionality sets. The mobile app caters to those users that spend countless hours on the road either prospecting or maintaining current investor relationships and need their CRM and investor account data at their fingertips. Clienteer Mobile provides these users a way to securely and easily access all relevant contact, account, fund, and pipeline data while out of the office. Using the mobile app, users can email documents with just a few clicks or pull up dashboard reports to see who are the firm’s top prospects or investors.

“Our product development is fuelled by our clients’ insights and constantly changing industry trends. With this release we have been able to deploy solutions that handle industry specific use cases into Clienteer, adding a tremendous amount of value to our users’ daily workflows,” says Avi. “Our development team takes pride in enhancing our products with the latest and greatest technology innovations increasing our clients’ user experience.” 

Like this article? Sign up to our free newsletter

Most Popular

Further Reading