Everything You Need for Effortless Relationship Management
If you’re in the fields of private equity, real estate markets, hedge funds, asset management, and wealth management, confidently navigate your complex business needs with Satuit CRM. Our award-winning solution offers transparency in pipeline management and drives enhanced client engagement, helping your business stay at the cutting edge of the investment industry.
Discover the Satuit Advantage
SatuitCRM brings you a host of substantial benefits that redefine your investment business and drive greater efficiency and profitability.
Affordable Plans
Pay only for the features you need. With our customizable plans, you can select the tools that best fit your business needs and budget.
- Satuit Essential: $150 /month.
- Satuit Premium: $200 /month.
- Satuit Enterprise: $300 /month.
Simplified Deployment
Get started with our no-code, out-of-the-box solution. Our configuration services adapt the system to your unique requirements and enjoy a seamless implementation process. As a result, your business benefits from:
- Quick Setup
- Easy Customization
- Seamless Integration
User-Friendly Interface
Experience a CRM that’s designed to make your work easier. SatuitCRM’s intuitive interface helps you fully harness its robust features without any complications, offering:
- Effortless Navigation
- Intuitive Dashboards and Reports
- User-Friendly Mobile Interface
Compliance Made Easy
SatuitCRM’s comprehensive reporting features work to prevent costly mistakes and client satisfaction, in addition to ensuring your business always aligns with regulations.
- Regulatory Reporting Capabilities
- Automated Audit Trails
- Secure Data Storage
Hassle-free Relationship Management
From streamlining client onboarding to orchestrating your entire pipeline and managing stakeholder communications, SatuitCRM makes relationship management a breeze.
- Advanced Contact Management
- Centralized Document Storage
- Mass Communication Tools
Focus on Growth
Empower your team with the tools they need to drive growth and innovation. SatuitCRM’s robust features ensure you remain agile and competitive while focusing on building long-term relationships with your clients.
- Efficient Task Management
- Automated Workflows
- Real-time Data Insights
Invest in Business Success with SatuitCRM
Sign up for a free demo today and witness firsthand how our robust CRM solutions tailored to the needs of buy-side investors and asset managers can transform your business.
