CRM Software Tailored to the Needs of Buy-Side Investment Firms
Satuit CRM caters to buy-side asset management, hedge funds, private equity and real estate-focused funds. Our robust CRM solutions are cost-effective and highly customizable, designed to streamline operations while bringing even more value to your client relationships.
Experience the Satuit Difference
Sales Pipelines Management
Easily follow your institutional sales pipeline and track all activities from prospecting to funding. Stay on top of stakeholders like investment consultants, board members, and OCIOs.
Track Relationship History
Track every aspect of your relationships, including contacts, interactions, and history. Easily manage data for clients, investment consultants, and sales prospects.
Personalized Dashboards
Customize the CRM's home page to display information tailored to your firm's needs. Streamline complex relationship management with readily accessible data at your fingertips.
Centralized Document Capture
Capture key documents and emails within the CRM system—access and track information in a centralized document repository for improved organization and efficiency.
Automation Capabilities
Leverage intuitive sales force automation to monitor clients, prospects, interactions, and activities. Seamlessly execute tasks and workflows, enhancing productivity and efficiency.
Third-Party Integrations
Our cloud-based CRM solutions integrate with industry-standard tools to enhance efficiency, accuracy, communication, and productivity. Seamlessly connect with DocuSign, Zapier, Pipedream, Gmail, MS Office, SS&C, and more.
Explore Our Investor Portal
Explore Our Investor Portal
Our secure investor portal enables 24/7 access to key details like account data, legal documents, and forms. It also offers access to essential information for family members, lawyers, and accountants.
- Streamline reporting processes.
- Enhance the client experience.
- Easily manage key documents.
- Improve data accessibility.
Award-Winning CRM Built for Investors
SatuitCRM offers a single source of truth for data while driving efficiency across your operations.
- Enhanced operational efficiency.
- Industry-recognized reliability.
- Trusted by asset management investment firms.
Discover Satuit Pricing Pricing Tiers
Discover a pricing plan that fits your firm's needs:
Satuit Essentials
$150/month
Satuit Premium
Starting at $200/month
Satuit Enterprise
Starting at $300/month
Get Started with Satuit Today
Ready to take your investment management to the next level?
Schedule a demo today and see how Satuit can transform your operations.
