Dynamo Software Inc.'s Clienteer is a SaaS CRM platform designed to streamline financial services business development and investor relations. It efficiently manages client engagement, captures compliance data, and streamlines fund sales and marketing activities. The platform features a Side Control Panel for quick access to entities and a dedicated Settings Page for managing user settings. The team focuses on user experience, research, and visual design.
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Verified User Rating
Compliance ManagementInvestor AccountingInvestor ReportingMarketing AutomationPerformance AnalysisRelationship TrackingContact Management: Capital Account Activity Tracking:CRM IntegrationDocument ManagementInvestor PortalMobile AccessFee CalculationData AggregationEmailHelp DeskFAQsDesktop - WindowsMobile - AndroidCloud, SaaS, Web-Based
Clienteer
By Clienteer
