What is 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.
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Benefits and Insights
Why use SatuitCRM?
Key differentiators & advantages of SatuitCRM
- Easy capture and sharing of sales and client investor information
- Track complex relationships including consultants
- Manage legal and compliance workflow
- Manage travel planning and road shows
- Fully integrated with Outlook, Lotus Notes and Google Maps
- Pull data from CRM directly to Outlook for smart communications
- Email marketing and tracking
- Integrates with portfolio accounting and transfer agent data
- Automate client and investor reporting
- Mobile version available for phones and tablets