Clienteer
Clienteer: A broad investor-operations platform for established firms that need connected workflows. Ranked #8 of 25 in Investor Relationship Management Software by our editors (8.5/10); pricing: Pricing on request; best for established firms needing broad investor operations.
At a glance
- Editor score8.5 / 10
- PricingPricing on request
- Best forEstablished firms needing broad investor operations
- Email syncYes
- Founded1998 · New York
- Facts checked20 Sep 2026
Where it wins
- Tracks capital raising, deal flow, investors, LPs, and portfolio information
- Connects with Office 365, Exchange, G Suite, Azure, Preqin, and APX
- Supports web, desktop, mobile, API, and self-hosted deployments
Where it doesn't
- Pricing requires a contact-sales process
- Its broad feature set may exceed the needs of narrowly focused teams
- Deployment options span cloud, hosted, and on-premise models
Our verdict on Clienteer
Clienteer is a relationship-management platform from Imagineer Technology Group, LLC for hedge funds, private-equity firms, and other asset managers. It brings together capital raising, deal-flow tracking, investor and prospect communications, LP and investor records, capital account transaction workflows, reporting, document distribution, events, and compliance records. Established in 1998, the product is designed for firms managing investor relationships alongside fundraising and portfolio operations.
The published offering uses a contact-sales pricing model rather than publicly listed plans. That approach suits firms whose requirements may vary by deployment, users, integrations, and operational scope, but it gives buyers fewer immediate pricing details for comparison. Clienteer supports web, Windows, macOS, iOS, Android, API, and self-hosted access. Deployment options include cloud, customer-hosted, third-party-hosted, and on-premise models, while open-database access can connect the system with accounting, fund-administration, and data systems.
Its strongest case is breadth: teams can manage investor accounts, email activity, reporting, campaigns, roadshows, events, documents, permissions, and audit reports within one product. Email filing and integrations with Outlook, Exchange, Gmail, Office 365, Microsoft Exchange, G Suite, LinkedIn, Duo, Solovis, Preqin, and other systems support a wider operating environment. Watermarked and password-protected document distribution adds control around investor materials. Established firms needing broad investor operations should consider Clienteer; smaller teams seeking a narrowly focused CRM or a transparent self-serve price may prefer a simpler alternative.
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Clienteer pricing
Clienteer fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Contact limit | Not verified |
| Email sync | Yes |
| Deal pipeline | Yes |
| LP and investor records | Yes |
| Portfolio tracking | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Self-hosted, Desktop, Mobile |
| Platforms | Web, Windows, macOS, iOS, Android |
| Support | Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 10 integrations: APX, Solovis, Preqin, Office 365, Microsoft Exchange, G Suite … See all → |
| Pricing | Pricing on request |
| Website | imagineertechnology.com |
| Facts checked | 20 Sep 2026 |
Clienteer integrations
Clienteer lists 10 integrations on its own site.
- APX
- Solovis
- Preqin
- Office 365
- Microsoft Exchange
- G Suite
- Microsoft Azure
- DST Sales Connect
- Duo
See all Clienteer integrations →
Alternatives to Clienteer
- Juniper SquareA broad investor-relations platform for funds managing fundraising, LP data, and communications.9.4
- 4DegreesA relationship-focused CRM with scoring, warm-introduction paths, and firm-wide visibility.9.2
- Dynamo CRM & Deal ManagementA configurable, cloud-based CRM for mature alternative investment firms with complex workflows.9.0
See all Clienteer alternatives →
Clienteer vs the competition
- Clienteer vs Juniper Square
- Clienteer vs 4Degrees
- Clienteer vs Dynamo CRM & Deal Management
- Clienteer vs SatuitCRM
- Clienteer vs Visible
- Clienteer vs Navatar
Compare Clienteer with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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