Reporting: What You Can Build Without a Developer
One of the most common complaints about CRM platforms in investment management is that getting a useful report out of the system requires a developer, a Salesforce admin, or a frustrating export-to-spreadsheet workaround that defeats the purpose of having a CRM at all. SatuitCRM’s reporting architecture is built the other way around: the reports that matter most to IR and business development teams are configurable by the team itself.
At a Glance
- No developer or admin required to build standard pipeline, engagement, or compliance reports
- Reporting Requirements accessible via REST API for custom automation
- Six or more standard pipeline views available out of the box
- Compliance status reports cover KYC, AML, GDPR consent, and marketing restrictions in one place
- Team activity and data quality tracked by member and by period
WHAT YOU CAN BUILD WITHOUT CODE
Investor and client engagement reports
Pulled from activity logs, SatuitSIP portal usage, and email marketing data to support retention monitoring and surface disengaging relationships before they become redemption conversations.
Compliance documentation status
KYC and AML status by investor filtered to approaching expiration windows, marketing restriction flags by investor and fund, and GDPR consent status for European investors, all without a manual audit.
RFP and consultant channel reporting
Purpose-built views for institutional firms tracking active RFP status and consultant relationships alongside the rest of the pipeline.
API-driven automation
Reporting Requirements are accessible via REST API, opening the door to custom automation and integration with external reporting or BI tools.
Pipeline and forecasting views
Total pipeline value by stage, prospects by last activity date and next action, probability-weighted forecast against target, pipeline movement history, and win rate by source, consultant, and investor type.
Team activity and data quality reports
Activity logged by team member and type, activity distribution by investor tier, overdue tasks by team member, and new contacts or record updates by team member, supporting both performance visibility and data hygiene.
Why It Matters
- Relationship managers get the report they need without waiting in an IT queue
- Compliance teams get standing visibility into documentation status instead of periodic manual audits
- Leadership gets a data feedback loop, seeing team performance against target, that reinforces adoption better than a policy memo
Who It's For
Firms tired of exporting to spreadsheets to get a usable report, and teams that need pipeline, compliance, or engagement visibility without waiting on IT or a developer.
Frequently Asked Questions
Do I need a developer to build reports in SatuitCRM?
No. Standard pipeline, engagement, compliance, and team activity reports are configurable by IR and business development teams directly, without developer or admin involvement.
Can SatuitCRM reporting connect to external BI tools?
Yes. Reporting Requirements are accessible via REST API, which supports custom automation and integration with external reporting or business intelligence tools.
What compliance reports are available out of the box?
KYC and AML documentation status, marketing restriction flags by investor and fund, and GDPR consent status for European investors are all available as standard reports.
Learn More
Schedule a demo to see which standard reports are available out of the box for your firm’s data structure, or check pricing for tier details. Read the full breakdown of what SatuitCRM’s reporting tools can do.