News
The Case for Consolidating Your Investment Management Tech Stack Around a Single CRM Platform
The average investment management firm’s technology stack has grown through a process of accretion rather than design. A CRM was
SatuitCRM’s Deal and Pipeline Management: How the Feature Translates to Real IR Workflows
Every investment management CRM vendor describes their pipeline management capabilities. The descriptions almost always sound similar: customizable stages, activity tracking,
CRM for Third-Party Marketers: Managing Raises Across Multiple Fund Clients
Third-party marketers and placement agents operate in one of the most complex CRM environments in the investment management industry. They
SatuitCRM vs Copper CRM: Google Workspace CRM vs. Purpose-Built Investment Platform
Copper CRM has earned a specific and well-deserved reputation as the best CRM for teams that live in Google Workspace.
SatuitCRM vs Pipedrive: When a Sales CRM Stops Being Enough for Fund Managers
Pipedrive is a cloud-based CRM built for sales teams. Originally created by salespeople who wanted a tool that matched the
SatuitCRM vs Infor CRM: Enterprise Software vs. Purpose-Built Investment Platform
Infor CRM, formerly known as SalesLogix and now marketed as Infor CRM SLX, is an enterprise-level customer relationship and experience
Why the Best IR Teams Are Also the Best CRM Teams
There is a pattern that shows up consistently across investment management firms that have built genuinely strong investor relations programs.
How to Use CRM to Prepare Board and Investor Committee Reporting
Board reporting and investor committee materials represent some of the most consequential documents that investment management firms produce. These are
SatuitCRM’s Custom Dashboard Builder: Designing the View That Works for Your Role
A CRM dashboard that shows the same information to every user regardless of their role is a dashboard that serves