Sales & Marketing From tapping into investor prospect databases or LinkedIn profiles to utilizing our sales and marketing workflows and pipeline screens, to putting you in control of your web site messaging, Imagineer's software platforms have the ability to streamline your sales & marketing efforts. Client Relationship Management Clienteer's pipeline management screen and related workflows allow you to take full control of your marketing efforts with the ability to monitor prospects and investment pipelines in a configurable grid. Actively engage and track communication with prospects and create dynamic groups based on any set of criteria, gaining valuable insight that can help drive growth in AUM. Online Investor Portal Efficiently manage communications with targeted prospects by including links to relevant fund information, documents, commentary and marketing videos housed on your website. WebVision allows you to fully control the user experience while gleaning valuable insight about who is visiting your site and what they are viewing or downloading.