SATUIT2GO® : Mobile CRM App

As a professional on the move, you need fast access to the information that drives your business. Satuit2GO CRM software was created specifically for tablet and smartphones devices, putting your CRM data at your fingertips. Satuit2GO is a highly intuitive application that can be mastered in minutes, not days, and is ideal for professionals who spend a lot of time out of the office.

Features & Benefits

Accessible with Smartphones & Tablets

As a professional on the move, you need fast access to the information that drives your business. Satuit2GO CRM software was created specifically for tablet devices and smartphones, putting your CRM data at your fingertips.

Use Wireless or Cellular Connection

The Satuit2GO platform is fast, secure, and since the connection is real-time, there are no issues associated with local data stores and synchronization technologies.

Easy, Secure Access to Customer Data

Updating information is simple and seamless. You can even use your phone’s voice recognition to dictate a meeting note.

Location Services for Navigation and Searching

Mapping is integrated, so you can find a contact and click to locate the address on your GPS software.

Automatically Syncs with Customer Data

Satuit2GO gives you real-time access to your contacts, appointments, task lists, sales opportunities, fund flows and client data on your favorite mobile device(s).

No Training Necessary

Our Satuit2GO software is a highly intuitive application that can be mastered in minutes and is ideal for professionals who spend a lot of time out of the office. Access to Satuit2GO is easier than ever, just navigate to your Satuit URL on your tablet or smart phone, and log-in.

Introducing Satuit2GO: A mobile extension of your CRM.

Integration Partners

We are proud to work with innovative organizations and institutions from financial services to academia and beyond.

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Get in touch with our Sales Team

Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.

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