Satuit2GO: Your CRM, Wherever the Meeting Is
A relationship manager walking into a meeting or working a roadshow floor shouldn’t have to wait until they’re back at a desktop to look something up or log what happened. Satuit2GO puts full CRM functionality on your phone or tablet, not just a read-only view.
At a Glance
- Available on iPhone, iPad, Android, and Kindle Fire, with home screen shortcuts
- Multiple swipeable home pages for quick navigation between views
- Built-in Google Maps integration for location and nearby-prospect search
- Tablet users get the full site by default, with the option to switch to the Satuit2GO interface
- One-tap email logging directly into the CRM through automatic BCC
WHAT YOU CAN DO FROM YOUR PHONE
Full record access on the go
Search and create businesses, manage contacts, track sales opportunities, log activities, store documents, and manage accounts, all from mobile, not a stripped-down subset.
Mass email from mobile
Send mass emails directly from the app when you're away from your desk, instead of waiting until you're back in the office.
Full-site access on tablets
iPad and tablet users get the full site experience by default, with the option to switch to the streamlined Satuit2GO interface when a lighter view is more useful.
Home screen shortcuts
Add app shortcuts directly to your device's home screen on iPhone, iPad, Android, and Kindle Fire for one-tap access.
Location-based prospecting
View a business or contact's location on Google Maps directly from their record, and use the Nearby function with a customizable radius to find prospects close to where you already are, useful at conferences or in unfamiliar cities.
One-tap email that logs itself
Tap the email icon on a contact to open your device's mail app with the message pre-addressed, and it's automatically added to SatuitCRM through the Satuit2GO email address in BCC, no extra step required.
Flexible home pages
Swipe between multiple home pages to get back to your default view, with quick-access icons for the modules you use most: businesses, contacts, opportunities, activities, documents, and accounts.
Why It Matters
- Meeting notes and follow-ups get logged in the moment, not reconstructed from memory later that evening
- Roadshow and conference time turns into logged pipeline activity instead of business cards that never make it into the CRM
- Nearby search turns dead time between meetings into productive prospecting
Who It's For
Relationship managers and business development teams who spend meaningful time out of the office, at roadshows, client meetings, or conferences, and need real CRM functionality, not just a read-only view.
Frequently Asked Questions
Is Satuit2GO available on both iOS and Android?
Yes. Satuit2GO is available on iPhone, iPad, Android, and Kindle Fire, with home screen shortcuts for quick access on any of them.
Can I log a meeting or update a record from my phone during a roadshow?
Yes. Satuit2GO supports full contact, activity, opportunity, and document management from mobile, not a limited view, so records can be updated in real time.
Does email sent from my phone get logged to the CRM automatically?
Yes. Tapping the email icon on a contact opens your device’s mail app pre-addressed to them, and the message is automatically logged to SatuitCRM through BCC.
Learn More
Schedule a demo to see Satuit2GO on your own device.