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Imagineer Improves Data Management and Analytics Capabilities in Latest Clienteer CRM Release


Imagineer Technology Group, a leading provider of robust technology solutions for investment management firms, announced today the newest release of its flagship product, Clienteer CRM. This version of Clienteer will enhance users’ ability to maintain their contact data, quickly search for important details and customize how they manage their pipeline. The system’s new report building tool allows users to quickly query for fields they wish to report on and generate pivots of meaningful analytics to distribute to their team.

Clienteer Mobile is optimized for the business development professional on the road, providing them with the essential resources they need to be responsive to prospects in real time. The mobile app enables users to send email templates with watermarked attachments on the fly, as well as, track their tasks ensuring they never miss a follow-up.

“For this release we focused on enhancing the features that would streamline our users’ workflow the most,” stated Erol Dusi. “From enabling users to automatically create new contacts from email signatures, to the ability to check duplicate contacts within Clienteer’s database - it’s these key features that transform our users' experiences, saving them countless hours on their most tedious tasks."

About Imagineer Technology Group

Imagineer Technology Group is a New York City based software company focused on providing flexible and scalable solutions to asset managers and allocators. Imagineer's products help minimize the time and effort involved in technology, compliance and information infrastructure, allowing investment firms to focus on their core competency - investing. A singular focus on the asset management industry coupled with our team’s deep experience allows us to provide highly integrated solutions that speak directly to the daily work challenges of investment professionals and research analysts. Imagineer’s configurable software solutions assist our clients in the areas of Client Relationship Management, Client Web Reporting and Fund Research & Portfolio Management. For more information, please visit www.itgny.com.

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