2024 has been a transformative year for Satuit – one that was marked by significant milestones, exciting product updates, and expanded community engagement. Whether you’re a dedicated Satuit user, partner, or part of our wider community, you’ll see the dedication we’ve shown to delivering value and driving growth. Here’s a look back at some of this year’s highlights.
Key Milestones and Achievements
This year marks Satuit’s first full year under the Dura umbrella following our acquisition. This milestone signifies a seamless integration and sets the stage for a stronger future with better resource accessibility and innovation. It has been a year of synergy, utilizing Dura’s resources to push boundaries on product development, customer experience, and operational excellence.
Website and Product Updates
Throughout 2024, we’ve worked tirelessly on enhancing the user experience. From site improvements to strategic feature rollouts, here’s what we’ve been up to:
New UX/UI groundwork: We laid the foundation for an updated user interface and experience design, aiming to simplify navigation and provide a more intuitive platform for our users. Watch this space for exciting changes in 2025!
Revised Pricing Model: We introduced a new pricing structure to improve accessibility and align with client feedback. This model ensures that clients of all sizes can leverage the power of Satuit’s CRM solutions.
Key integrations:
- Dakota Profund – Seamlessly manage fund sales and reporting.
- Zapier & Pipedream – These integrations enable dynamic workflows and unprecedented automation opportunities.
- Expanded workflows & data-driven forms: These tools provide new ways to streamline processes and tailor experiences based on individual record specifics.
Read Up on Satuit’s CRM integrations.
SatuitCRM Updates
We’ve also pushed forward with notable updates to our core product, releasing versions 17.2 through 17.5. Each release was meticulously crafted to deliver better data handling, usability, and security. Here are some of the most impactful features:
Streamlined Data Management
- Enhanced import tools allow for bulk relationship creation and advanced attachment management, saving users significant time.
- API enhancements now enable the smooth movement of records between entities and syncing with external data sources.
Improved User Experience
- The Browse List Preview Pane now allows record previews directly in place, significantly minimizing clicks and boosting productivity.
- Data-driven forms dynamically adapt fields to specific record types, eliminating unnecessary clutter.
Strengthened Security and Integration
- For Satuit2GO mobile users, security received a significant upgrade with two-factor authentication and SAML SSO capabilities.
- Our beta launch of Zapier integration has opened the door to creative automation configurations for our users.
Partnerships and Collaboration
Strategic partnerships have been at the heart of our progress this year. We’ve strengthened relationships with key organizations like Verisoft and ProFundCom, partnering on joint webinars and programs to enrich our offerings and expand our reach. These collaborations have enabled us to cement our position as a trusted leader in investor CRM solutions.
Community Engagement
At Satuit, community support is one of our core values. This year, our CARES Committee organized several impactful initiatives that contributed to both our local communities and global causes:
- Participated in Earth Day efforts, focusing on environmental stewardship.
- Organized quarterly CARES projects, supporting various charities and causes.
- Volunteered at a half-marathon for charity and co-hosted a Toys for Tots drive to spread holiday cheer.
Internal Improvements (Behind the Scenes)
For us, 2024 was a year of streamlining and making strategic internal adjustments. Such measures have helped position Satuit for sustained growth, in turn allowing us to allocate more resources toward meaningful innovations for our customers.
Looking Ahead to 2025
2024 has shown us what’s possible when innovation, collaboration, and community intersect. Your trust, feedback, and partnership have guided every milestone we’ve reached. As we prepare for 2025, we’re excited to share more updates on our CRM, enhanced user experiences, and opportunities to grow alongside our customers.
If you’re not already leveraging the power of Satuit’s CRM solutions or if you’re curious about what’s coming, don’t hesitate to reach out. Together, we’ll keep building a brighter—and more efficient—future.
Thank you for being part of a stellar 2024. Here’s to even greater things ahead!
– The Satuit Team
