SatuitCRM

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