Satuit Technologies

SatuitCRM

4 / 5 1 review

Who Uses This Software?

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


Average Ratings

1 Review
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Satuit Technologies
  • www.satuit.com
  • Founded 1994
  • United States

About SatuitCRM

Satuit Technologies offers tailor made software 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. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs.


SatuitCRM Features

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

SatuitCRM Reviews Recently Reviewed!

Satuit CRM System

Nov 28, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: 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.