Features
Satuit Essentials
Satuit Premium
Satuit Enterprise
Pricing
$150
Starting at $200
Starting at $300
SatuitCRM
SSO/SAML Integration
Satuit2GO (Mobile)
SatuitPAC (Legacy Only)
Extended Data Model
eMarketing Integration
SatuitSIP Secure Investor Portal
DocuSign Integration
API (Monthly Transactions)
< 250,000
< 500,000
Test Site
USD 300/month
Document Storage
4 GB per User
Minimum Users
3
5
5
Business Development Features
Investor sales teams can leverage SatuitCRM’s business development features to track RFPs, funding, deal flows, and existing accounts. Such features collectively aid in maintaining a competitive edge and fostering business growth, allowing you to:
- Uncover New Opportunities
- Spot Flagging Opportunities
- View Alerts for Overdue Activities
Travel Planning
With SatuitCRM, managing all travel logistics from one centralized location becomes an effortless process. Users can plan and coordinate roadshows, trade shows, and other events with ease, resulting in:
- Improved Organizational Efficiency
- Enhanced Ability to Network and Engage with Clients
- Streamlined Travel Logistics Management
Legal & Compliance
Investors, asset managers and other key personnel are obligated to maintain compliance with various regulatory bodies. SatuitCRM comes equipped with features that enable users to track and monitor the progress of legal and compliance activities, including:
- Robust Reporting Capabilities
- Integrative Capabilities for Improved Data Accuracy
- Comprehensive Audit Trails
Client Communications
SatuitCRM’s intuitive interface enables seamless tracking of emails, phone calls, meetings, presentations, and investor reports for enhanced relationship management. With our platform, you can:
- Easily Identify Engagement Levels with Prospects/Investors
- Enhance Communication Strategies
- Build Stronger Relationships with Clients
Reach Out to Satuit to See Our CRM Features in Action
Schedule a demo to learn how SatuitCRM’s tailored features can help enhance your relationship management and operational efficiency.
