SatuitCRM® for Private Equity is an award-winning cloud-based and mobile CRM application. Our SatuitCRM private equity software provides your team the best set of easy-to-use tools for managing fundraising, investor relations, deal flow, and portfolio management.
SatuitCRM is easily deployed on desktops and mobile devices for users in the main office, in the field, at home, in a hotel or from any branch office. With SatuitCRM, your deal details and investor contacts are always just a click away.
Your deal details and investor contacts are always just a click away.
Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
The Satuit product they chose, SatuitCRA™, is a comprehensive Client Report Automation solution for creating personalized reporting packages for clients and their advisors.
Carderock began discussions with their Satuit Support team about the possibility of moving from their legacy CRM and report packaging products (from two different vendors),
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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.