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
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