Salesforce Essentials vs SatuitCRM

Rating


4 / 5
(176)


4 / 5
(3)

Starting Price

$25.00/month/user

Not provided by vendor

Best For

Offer support over Email, Phone, Social, and Web. Deploy and customize branded self service support sites with clicks not code. Free up support teams with automation. Get up and running today.

SatuitCRM is the industry-leading CRM for investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds and Alternative Investments.

Ideal number of Users

1 - 49

10 - 1000+

Ease of Use


4 / 5

4.5 / 5

Customer Support


4 / 5

5 / 5

Features & Functionality


4 / 5

3.5 / 5

Value for Money


4 / 5

5 / 5

Product Features

  • close Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • check Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

View 5 screenshots 116956 thumb
View 5 screenshots 10143 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Salesforce Essentials vs SatuitCRM

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