SatuitCRM is the industry-leading CRM software for buy-side investment professionals
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.
Easily manage sales and client data
Fully integrated with industry 3rd party partners
Introducing SatuitCRM: A CRM Solution Custom Built for You.
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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.