30% of our new clients convert from CRM systems like Salesforce and Backstop, for reasons including:

  • Our industry leading tools for no-touch account balance and transaction data imports seamlessly feed data from fund administrators or internal accounting systems into Clienteer. 

  • Native Mobile Apps (iOs & Android) empower business development and investor relations professionals to access and act on their data, responding to investors and prospects in real time from wherever they are.
  • Clienteer supports multiple deployment options (our cloud, your cloud, or on-premise), that scale to the needs of any size hedge fund or institutional asset manager.

  • The average tenure of our teammates is 7 years! The industry knowledge and extensive experience of our Support and Professional Services teams ensure clients experience quicker software implementations, rapid response times, and expert service.

See why a $1.6 Billion Hedge Fund Migrated to Clienteer CRM!