Annual Subscription Packages Emerging Manager Fund Marketing Investor Relations Clienteer Enterprise
Annual 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 App +$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
Preqin Integration   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
Admin Data Upload Service     X X