--- title: "SatuitCRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SatuitCRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/139631/SatuitCRM/" page_type: "product" language: "en" --- # SatuitCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) SatuitCRM ## What is SatuitCRM? Satuit offers a financial CRM for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. Our CRM enables asset and wealth managers to increase sales, improve client service, and reduce costs. ## What is SatuitCRM used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SatuitCRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.satuit.com&name=SatuitCRM) ## SatuitCRM Overview Updated August 2026 AI summary SatuitCRM is a cloud-based CRM platform designed for organizations of all sizes that need to manage complex client relationships and sales processes in financial CRM, hedge fund, investment management, or real estate CRM contexts. It offers client and contact management, workflow automation, customizable reporting, document management, and mobile access, with deployment options for both web and Windows environments. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SatuitCRM 4.0 (3) VS. [4.7 (150)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price Contact vendor Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (3) Ease Of Use 4.6 (34) Value For Money 5.0 (3) Value For Money 4.6 (32) Customer Service 5.0 (3) Customer Service 4.7 (32) ## SatuitCRM alternatives [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (6,108)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) ## FAQs about SatuitCRM Overview ### What company size and specific industries is SatuitCRM built for? SatuitCRM is designed for investment management firms of all sizes, including small, mid-market, and enterprise organizations. It is built for financial services teams that need to track complex relationships, sales opportunities, and historical client information, especially within investment management. Features and Usability ### What are the key features of SatuitCRM? SatuitCRM offers CRM and client management tools with contact management, investor management, and relationship tracking. It also includes activity tracking, task management, calendar management, workflow management, email templates, document management, customizable reports, data import/export, and access controls/permissions, plus investor portal, portfolio management, and reporting for hedge funds and real estate. Getting Started and Support ### What training and onboarding options does SatuitCRM offer? SatuitCRM provides in-person training, live online sessions, webinars, and documentation to help teams get started. In-person training supports direct instruction, live online sessions allow guided remote setup, webinars provide group learning, and documentation offers written reference material for self-paced review. ## Features AI summary Based on 249 Financial CRM reviews Capterra data shows that buyers of Financial CRM rank the following features as their top priorities: - **Contact Management** (**47%** of reviewers rated this feature as critical) - **Workflow Management** (**41%**) - **CRM** (**55%**) SatuitCRM supports all three features that reviewers rate most highly: **Contact Management**, **Workflow Management**, and **CRM**. Together, these capabilities help businesses keep client information organized, manage repeatable processes more efficiently, and maintain stronger customer relationships, allowing teams to work with better visibility and consistency. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Automation Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar Sync Synchronize with other calendars to view mutual availability and schedules SatuitCRM 44 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - For Hedge Funds: Designed for Hedge Funds - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Management: Automated payments and reporting for investors - Investor Portal: Any online gateway where investors can log in to view investments - Investor Reporting: Compile and report on all investor activities - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.7 (3) 3.7 Based on 3 reviews ## Pricing Value for money 5.0 (3) ### Starting price Free trial not available Value for money 5.0 (3) 5.0 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.0 Based on 3 reviews Filter by rating 5(0) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Senior IT Support Analyst Financial Services ### "SatuitCRM for Fund" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 19, 2019 It gests the work done!! It has position itself well to be a great tool for Wealth Management company Pros SatuitCRM seems like a well fit for Wealth Management company. The report created was appealing. It does have great customer support and I think that is the strongest point it offers Cons the overall interface seems to be a bit aged compare with others like Salesforce. Also, loading seems to be a issue (slowness) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SV Sven V. Investment Manager Venture Capital & Private Equity ### "Review after 3 months use of SatuitCRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 7, 2018 Very satisfied in how we keep track now of all our contacts, businesses, deal opportunities, etc. Saving much time as there is only 1 database (hence, data input is done only once), after which you can easily get intelligence out of the system in a very intuitive way. Pros Userfriendliness, ease of use, very intuitive, easy to put data in, easy to get intelligence out of the CRM Cons Loading a screen sometimes takes a bit of time when the browser is retreiving data from the server Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Jelena M. Institutional Capital Manager Investment Management ### "Satuit CRM System" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 28, 2016 At Alpha Real Capital, we have been Satuit users for almost one year. Although we have not had a chance to use all of the tools that Satuit offers, we have so far thoroughly enjoyed using the system and found it to be a valuable addition to our daily achievements. We further found the support team incredibly helpful and so the implementation process was finalised with ease which is a very important stage in order to have the system fully integrated and used regularly on a daily basis. Overall, Satuit system has been a very valuable addition to the business and we look forward to unlock other tools on offer as we continue to grow the business. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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