Dynamo Software, Inc.


Clienteer is an intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline their CRM, fund marketing, and investor relations workflows. It includes a comprehensive suite of features wrapped in an easy to use and powerful user interface, allowing users to manage communications with their investors and prospects while also keeping track of investor accounts and transactions.


Composite Score


CX Score


Emotional Footprint


Likeliness to Recommend



Reports on iPad

Clienteer Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

Clienteer has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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Explore every product feature, vendor capability, and so much more, in our comprehensive Product Scorecard, giving you unparalleled insight into the software.