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SatuitCRM
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SatuitCRM

Overview
Synopsis

SatuitCRM is a powerful yet easy to use CRM software that provides front office CRM solution that can be delivered either as a hosted application or as a more traditional on-premise application.

Category

Financial Advisers CRM Software

Features

• Capture and share sales and client investor information easily
• Manage legal and compliance workflow
• Manage travel planning and road shows
• Pull data from CRM directly to Outlook for smart communications
• Access email marketing and tracking
• Automate client and investor reporting

License

Proprietary

Price

Contact for pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

SatuitCRM

What is best?

• Capture and share sales and client investor information easily
• Manage legal and compliance workflow
• Manage travel planning and road shows
• Pull data from CRM directly to Outlook for smart communications

What are the benefits?

• Ideal for buy-side investment professionals that includes institutional asset managers
• Track complex relationships including third parties and consultants
• Track new business RFP’s, fund flows and additions to existing accounts
• Manage the increasing challenges associated with industry regulations and compliance

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.5
8.7
Features & Functionality
7.5
8.2
Advanced Features
7.4
8.3
Integration
7.6
8.4
Performance
7.4
8.2
Customer Support
7.6
8.1
Implementation
9.5
Renew & Recommend
8.7
Bottom Line

SatuitCRM is a powerful yet easy to use CRM software for buy-side investment professionals that includes institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments.

7.5
Editor Rating
8.5
Aggregated User Rating
2 ratings
You have rated this

SatuitCRM is a powerful yet easy to use CRM software that provides front office CRM solution that can be delivered either as a hosted application or as a more traditional on-premise application.

SatuitCRM is also ideal for buy-side investment professionals that include institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments. SatuitCRM provides sales and client relationship management software built specifically to track complex relationships including third parties and consultants.

Through this, the sales team can monitor new business RFP's, fund flows and additions to existing accounts. With SatuitCRM, businesses can manage the increasing challenges associated with industry regulations and compliance. The services offered by SatuitCRM include software licensing, configuration, support, training, and integration with other essential industry software.

SatuitCRM is also fully integrated with Outlook and Google Maps. With SatuitCRM, businesses have an excellent platform to capture and share sales and client investor information easily.

The financial advisor CRM enables financial advisors to track complex relationships comprising of consultants. The financial advisors also have an excellent platform to manage legal and compliance workflow as well as manage travel planning and road shows. SatuitCRM allows financial advisors to pull data from CRM directly to Outlook for smart communications.

SatuitCRM offers a unique platform for financial advisors to access email marketing and tracking. SatuitCRM also integrated with portfolio accounting and transfers agent data. Financial advisors also have an ideal platform to automate client and investor reporting and use the given mobile versions that are available for phones and tablets.

You may like to read: Top Financial Advisers CRM Software

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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