Annual Subscription Packages Emerging Manager Fund Marketing Investor Relations Clienteer Enterprise
Price & Included Features $1,500 $3,500 $5,500 Custom
Clienteer Web  X  X  X  X
Contact Management  X  X  X  X
Investor Pipeline Tracking  X  X  X  X
Group Emails  X  X  X  X
Clienteer Mobile +$500  X  X  X
Clienteer Outlook® Plugin +$500  X  X  X
Clienteer Desktop    X  X  X
Email Marketing (Templates)    X  X  X
Document Watermarking     X  X  X
Advanced User Permissions      X  X
Investor Account Management      X  X
Admin Data Uploads      X  X
Self-hosting  $12k  $12k  $12k +  $12k +
Service & Support    
In-App Support  X  X  X  X
Email Support  X  X  X  X
Training Camp Subscription  X  X  X  X
Online Webinars  X  X  X  X
12 x 5 Phone Support    X  X  X
Dedicated Success Team      X  X
Semi-annual On-site Reviews        X
Optional Fee-based Services    
Custom Group Training  X  X  X  X
Software Success Reviews  X  X  X  X
Landing Page Website  X  X  X  X
Brochure Website  X  X  X  X
Marketing & Investor Relations Portal  X  X  X  X
Admin Data Upload Service      X  X