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SatuitCRM

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Software Status:Active

About SatuitCRM

SatuitCRM is a customer relationship management software from Satuit Technologies that supports asset management firms in managing client relationships and communications. It offers client tracking, reporting capabilities, and workflow automation so firms can improve productivity and maintain engagement with clients. SatuitCRM is tailored specifically for the financial services industry, allowing firms to customize their CRM use to fit their unique needs. The platform provides integration options with various financial tools and systems for a comprehensive approach to client management. Key capabilities: client management reporting tools workflow automation integration options data analytics Best for: asset management firms that need a dedicated CRM solution for client relationship management.

SatuitCRM Details

Vendor
Satuit Technologies
Year Launched
1994
Location
425 Soledad Street Suite 400 San Antonio TX 78205
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Chinese, Japanese, Korean, Russian.
Users
Asset managers, institutional investors, private equity firms, hedge funds, fund distributors, wealth management firms, investor relations teams, client service teams, and business development teams in investment firms.
Industries Served
Institutional Asset Management, Private Equity, Hedge Fund, Funds Distribution, Family Office, Wealth Management
Tags
Buy-side asset management, institutional asset managers, wealth management, hedge funds, private equity, fund distribution, family offices, and investment client service functions.

SatuitCRM's In-App Market Place

Does SatuitCRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥)

Pros & Cons

  • Built specifically for asset management, investment firms, and buy-side relationships rather than a generic CRM.
  • Strong relationship and engagement tracking, key in investor relations contexts.
  • Extensive integrations with portfolio accounting/custodial systems, email, marketing, and document tools to reduce silos.
  • Secure investor portal and reporting modules improve transparency, client service, and operational efficiency.
  • Flexible deployment (cloud or on-premise) and designed for complex relationship structures (families, trusts, institutions).
  • Setup and integration for complex firms may require significant time and investment.
  • User interface and ease-of-use may not be as polished as mainstream CRMs.
  • Tailored primarily for North America/Europe; may require localisation for other geographies.
  • Some firms may need customisation for unique workflows, increasing cost and implementation time.

SatuitCRM's Support Options

Email Address

sales@satuit.com

Contact

781-871-7788

SatuitCRM's Alternatives