Clienteer vs Zapflow
Clienteer
imagineertechnology.comZapflow
zapflow.comSide by side
| Figure | Clienteer | Zapflow |
|---|---|---|
| Price from | — | €199/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 | 4 |
| Spec score · Investor Relationship Management Software | 8.0 (#6) | 7.4 (#19) |
| Access controls | Users can review audit reports and restrict access to Clienteer functions and investor information using defined roles. | Zapflow describes granular read, write, and hidden permissions, plus insider projects with information barriers. |
| Deployment | Clienteer can be hosted in Imagineer's cloud, a client's or third party's cloud, or on premise. | Deployment options include multi-tenancy, dedicated cloud, hybrid cloud, and on-premise solutions. |
| Headquarters | New York | Otakaari 7, FI-02150 Espoo, Finland |
| Integrations | The integrations page lists Clienteer integrations with APX, Preqin, Office 365, Microsoft Exchange, G Suite, DST Sales Connect, LinkedIn, and Duo. | Zapflow lists a REST API, eFront and iLevel back-office integrations, and connectivity with Power BI and Tableau. |
| 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. | Zapflow combines deal, fundraising, portfolio, investor reporting, and compliance workflows in one platform for alternative investment teams. |
Plans
Zapflow
- Investor Relations€199 a month
- Portfolio Management€199 a month
- Compliance€995 a month
- Front Office€995 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.