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SatuitCRM

Name: SatuitCRM
Rating: 4.5 (2 reviews)

By Satuit Technologies

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Highlights : About SatuitCRM

Account Alerts

Asset Management

Expense Tracking

Household Tracking

Lead Management

Marketing Management

Relationship Tracking

Team Assignments

Territory Management

About SatuitCRM

SatuitCRM is the industry-leading CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds and Alternative Investments. Our award winning Customer Relationship Management software was developed by a team of experienced investment professionals who understand the complexity of investment sales, client service and compliance regulations. The software is powerful, yet easy to use and may be implemented as a cloud solution or installed on your servers. SatuitCRM® is a complete front office CRM solution that can be delivered either as a hosted (SaaS) application or as a more traditional on premise application. The choice of delivery will be driven by your requirements. Our service includes software licensing, support, configuration, and training as well as integration with other key industry software.The Satuit team has applied our collective decades of investment industry experience to deliver Relationship Management Solutions that drive success. Our brand promise is simple: SatuitCRM: Expect Success.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Easy capture and sharing of sales and client investor information

Track complex relationships including consultants

Pull data from CRM directly to Outlook for smart communications

Integrates with portfolio accounting and transfer agent data

Mobile version available for phones and tablets

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