Clienteer vs FamilyOffice.com Deal Pipeline CRM
Clienteer
imagineertechnology.comFamilyOffice.com Deal Pipeline CRM
familyofficer.comSide by side
| Figure | Clienteer | FamilyOffice.com Deal Pipeline CRM |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 0 | 0 |
| Spec score · Investor Relationship Management Software | 8.0 (#6) | 7.1 (#23) |
| Integrations | The integrations page lists Clienteer integrations with APX, Preqin, Office 365, Microsoft Exchange, G Suite, DST Sales Connect, LinkedIn, and Duo. | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. |
| Purpose | Clienteer is a configurable CRM for hedge funds, private equity firms, and other asset managers to manage investor and prospect communications, accounts, and transactions. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee. |
| Reporting | Clienteer can consolidate and distribute investor report packages with watermarking and password protection. | Pipeline reporting includes stage conversion rates, average time in stage, and pass and pass-forward ratios. |
In their own words
Clienteer
Clienteer is a configurable CRM for hedge funds, private equity firms and other asset managers. It brings investor and prospect communications together with account records, fundraising activity and transaction workflows. Its fundraising interface tracks capital raising and supports forecasts by date, opportunity stage or other factors. Teams can target campaigns, roadshows and events by investor characteristics such as location or investment preferences, and track email interactions and document downloads. Clienteer consolidates monthly investor reporting packages for distribution with watermarks and password protection. Workflows cover subscriptions, redemptions, capital calls and transfers; compliance records can include ERISA levels, Form PF, FATCA categories, New Issue Eligibility, KYC and AIFMD. Outlook, Exchange and Gmail integrations support filing email into the CRM. Audit reports and defined user roles support activity review and access restrictions. Deployment options include Imagineer's cloud, a client or third party cloud, and on-premise hosting. The maker describes desktop, web and mobile access, plus direct API and open database access. Pricing is on request.
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM has no write-up on Specifiction yet; its figures are above.