DealCloud vs SatuitCRM

Best For

Who Uses This Software?

DealCloud is a product best for companies of all sizes and markets.

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

Target Customer Size (Users)

Not provided by vendor

10 - 1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor No

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

View 5 screenshots 75993 thumb
View 5 screenshots 10143 thumb

Ratings

Overall


4.5 / 5
(9)

4 / 5
(2)

Ease of Use


4.5 / 5

4.5 / 5

Customer Service


5 / 5

5 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4.5 / 5

5 / 5

Training & Support

Support

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

Training

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

share Share Your Comparison of SatuitCRM vs DealCloud


DealCloud vs SatuitCRM

SatuitCRM

by Satuit Technologies

Best For

Who Uses This Software?

DealCloud is a product best for companies of all sizes and markets.

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

Target Customer Size (Users)

Not provided by vendor

10 - 1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor No

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(9)

4 / 5
(2)

Ease of Use


4.5 / 5

4.5 / 5

Customer Service


5 / 5

5 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4.5 / 5

5 / 5

Training & Support

Support

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

Training

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

Share Your Comparison of SatuitCRM vs DealCloud