Clienteer vs SatuitCRM
Clienteer
imagineertechnology.comSatuitCRM
satuit.comSide by side
| Figure | Clienteer | SatuitCRM |
|---|---|---|
| Price from | — | $150/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | Yes |
| Plans published | 0 | 3 |
| Spec score · Investor Relationship Management Software | 8.0 (#6) | 7.6 (#11) |
| Deployment | Clienteer can be hosted in Imagineer's cloud, a client's or third party's cloud, or on premise. | The software can be implemented as a cloud solution or installed on the customer’s servers. |
| Founded | 1998 | 1994 |
| Headquarters | New York | San Antonio, Texas, United States |
| Integrations | The integrations page lists Clienteer integrations with APX, Preqin, Office 365, Microsoft Exchange, G Suite, DST Sales Connect, LinkedIn, and Duo. | Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners. |
| Marketing | Users can manage campaigns, roadshows, and events by targeting prospects and investors by characteristics such as investment preferences or location. | SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp. |
| 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. | SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments. |
Plans
SatuitCRM
- Satuit Essentials$150 a month
- Satuit Premium$200 a month
- Satuit Enterprise$300 a month
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.