Clienteer
6.3#13 in investor relationship management softwareAndroidiOSWebAPI
VisitClienteer vs Relate Fundraising CRM
Relate Fundraising CRM
8.0#1 in investor relationship management softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Clienteer | Relate Fundraising CRM |
|---|---|---|
| Email integrations | The product page names Outlook, Exchange, and Gmail integrations for filing emails, creating contacts from signatures, and using email templates. | Relate documents email connections through Google, Outlook, or IMAP/SMTP, including self-hosted email services. |
| Headquarters | New York | San Francisco, California, United States |
Clienteer plans
No prices published.
Relate Fundraising CRM plans
- Team FreeFree
- Personal PlanFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
Pick Clienteer if…
It suits asset managers that need investor relationship records alongside fundraising, reporting, and capital activity workflows. Firms can choose cloud or on-premise hosting and use defined roles to limit access.
Pick Relate Fundraising CRM if…
Relate suits founders tracking investors and deal progress during a capital raise, especially when they want to share context with a team. It can also serve teams managing sales, customer success, or partnerships.