As investors’ and asset managers’ needs constantly evolve, SatuitCRM strives to keep pace and continue to deliver optimal CRM solutions. In line with this goal, SatuitCRM recently released its latest version, 17.5, which includes several new features and enhancements.
SatuitCRM has long been a trusted name in the industry, and its latest version, 17.5, continues to push the boundaries of what an investor CRM can achieve. In this post, we’ll recap the highlights of SatuitCRM’s latest updates and explore how this powerful software can benefit investment professionals.
About Satuit’s APIs & Integrations
SatuitCRM offers an extensive suite of API tools for developers and business analysts. These tools provide seamless integration capabilities, ensuring that key data flows smoothly between systems.
Open REST API
Developers can take advantage of Satuit’s open REST API to access all primary data tables within the application. This allows for real-time systems integration, enabling your tech stack to function cohesively. Whether you’re synchronizing client data or automating workflows, the REST API is a robust tool that ensures your systems are always up-to-date.
Third-Party Integrations
Satuit also supports various third-party integrations, like DocuSign, Zapier, GMail, Microsoft Office, Dakota Marketplace, and other industry-standard integrations, which are crucial for efficient investor activity and document tracking. These integrations enable asset managers and investors to leverage additional tools and services seamlessly, enhancing their overall productivity and efficiency.
RESTful Bulk API
One of SatuitCRM’s standout features is its RESTful Bulk API. This capability is particularly beneficial for investors and asset managers who need to load, update, or export large datasets. The Bulk API streamlines these processes, making data management more efficient and less time-consuming.
Latest API Updates for SatuitCRM in Version 17.5
SatuitCRM 17.5 introduces several new features aimed at enhancing the user experience and improving data management capabilities.
Move Records to Different Entities
One of the most notable updates is the ability to move records programmatically to different entities or businesses via the REST API. This feature is particularly useful for syncing changes received from external sources like data providers or data warehouses. For example, if a contact moves, the system will automatically track and update this change within SatuitCRM, ensuring your data remains accurate and up-to-date.
The key benefits include:
- Seamless data synchronization with external sources
- Automated updates when contacts move to different organizations
- Enhanced accuracy and efficiency in data management
Satuit: Constantly Pushing the Boundaries of Investor CRM Technology
SatuitCRM is committed to delivering innovative solutions that meet the evolving needs of investors and asset managers. With each new release, they strive to enhance functionality, improve user experience, and provide tools that make managing investor relationships more efficient. Version 17.5 is a testament to this commitment, offering new features and improvements that make SatuitCRM an indispensable tool in the world of asset management.
Get in Touch to See SatuitCRM 17.5 in Action
Ready to experience SatuitCRM 17.5’s powerful features for yourself? Request a demo from Satuit today and see how our latest updates can transform your investment management processes.
