Satuit Features
Offering Robust CRM Features for Strategic Relationship Management
SatuitCRM is engineered to empower asset managers, wealth managers, and private equity firms with robust, tailored functionality. With features to streamline relationship management, improve communication, and drive growth. Our platform is a proven solution for firms of all sizes and complexities.
Custom Dashboards
Team Communication
Client Engagement
Detailed Reporting
Sales & Client Data Management Features to Support Enhanced Relationship Management
SatuitCRM offers a comprehensive suite of features designed to support core investor relations, asset management operations, management, and sales activities. Our tailored CRM platform provides access to tools that foster growth, ensure client satisfaction, and optimize operational efficiency.
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
Business Development Features
SatuitCRM’s powerful third-party integrations are designed to streamline your investor CRM success. Our platform supports seamless integration with:
Business Development Features
Effortlessly nurture prospects and streamline your marketing efforts with Satuit’s seamless integrations for ProFundCom, Act-On, Constant Contact, DotDigital, and Mailchimp. Users can centralize all email marketing communications in one place, ensuring a cohesive and efficient strategy that drives results.
e-Signature Tools
Streamline your account opening and document processing workflows with Satuit’s integration with DocuSign, the leading eSignature tool. Enjoy secure, efficient, and legally binding transactions with your clients and investors.
Portfolio Accounting & Custodial Data Integrations
Gain efficiency and accuracy in portfolio accounting with Satuit’s integrations to leading systems, including Eagle PACE, Addepar, Advent, Charles River Analytics, FinSearches, Ridgeline, Dakota Marketplace, and Broadridge. With access to this wide range of integrations, Satuit users can streamline data entry processes, reducing the risk of errors and enabling a seamless flow of information.
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.
