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.

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

Manage Complex Relationships

With SatuitCRM you can easily track emails, phone calls, meetings, presentations, and investor reports. Our graphical interface makes it easy to spot the level of engagement with a prospect or an investor.

Manage Legal & Compliance Workflow

SatuitCRM helps you manage the growing challenges associated with industry regulations and compliance.

Support Business Development

Your sales team can track new RFP’s, fund flows, and additions to existing accounts. Uncover new opportunities, spot flagging opportunities, and see alerts for past due activities.

Fully integrated with industry 3rd party partners

Outlook, Gmail, & DocuSign

Transfer important email strings or meetings seamlessly and efficiently with Outlook and Gmail Add-ins. Streamline account opening and processing with DocuSign e-signature integration.

Industry Leading Portfolio Accounting & Custodial Data

Integrate with portfolio accounting, billing, and client reporting systems, or industry-leading data sources such as Eagle PACE, Advent, Charles River Analytics, FinSearches, Money Market Directory, and Broadridge.

E-marketing Software

Choose one of six e-marketing partners to help nurture and support lead generation by integrating with vendors like Act-On, Constant Contact, and Mailchimp.

Introducing SatuitCRM: A CRM Solution Custom Built for You.

SatuitCRM open on laptop and Satuit2GO open on iphone
Easily capture and share sales and client data in real-time
Manage complex relationships with investors and their consultants
Support business development
Manage legal and compliance workflow
Manage travel planning and roadshows
Fully integrated with Outlook, Gmail, and Google Maps
Integrated e-marketing to support lead generation
Integrates with portfolio accounting and custodial data
Automate investor reporting
Mobile version available for phones and tablets

SatuitCRM is a complete front office CRM solution that can be delivered either as a hosted cloud based (SaaS) application or as a more traditional on premise application; the choice of delivery will be driven by your requirements. Our service includes software licensing, support, configuration, and training as well as integration with other key industry software.

The Satuit team has applied our investment industry experience to deliver CRM Software that is built to meet the needs of investment professionals. Your Satuit team understands that buy-side investment management professionals face unique business development and investor challenges. Your relationships are often complex and multi-tiered and your clients demand timely and accurate information. SatuitCRM provides sales and client relationship management software built specifically to track complex relationships including consultants and third parties. Your sales team can track new business RFP’s, fund flows, and additions to existing accounts. 

With SatuitCRM you can easily track emails, phone calls, meetings, presentations, and investor reports. Uncover new opportunities, spot flagging opportunities, and see alerts for past due activities.  Our graphical interface makes it easy to spot the level of engagement with a prospect or an investor. We also provide plug-ins for industry leading e-marketing software to allow you to develop more leads.

SatuitCRM helps you manage the growing challenges associated with industry regulations and compliance. We work with industry leading data sources, such as FinSearches or Money Market Directory, and provide integration with portfolio accounting, billing, and client reporting systems, SatuitCRM will drive your sales and client service efforts to new heights.  With our Secure Investor Portal module your users will have 24X7 access to all your investor data and documents.

Read More: The 10 Critical Success Factors in CRM

Integration Partners

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

SatuitSIP® Investor Portal

SatuitSIP® Secure Investor Portal​ The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and

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View Other Satuit Products

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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