Satuit’s CRM Integrations

Leverage Seamless Integration with Industry-Standard Tools

SatuitCRM integrates with a wide range of industry-standard tools and platforms, providing investment professionals, financial advisors, and asset managers with a seamless experience. Our integrations are designed to enhance efficiency, productivity, and communication, ensuring that all your business processes are streamlined and optimized.

DocuSign

SatuitCRM offers a DocuSign integration to streamline electronic signature capture, providing a seamless and efficient solution for businesses. With this integration, users can sign legally binding agreements digitally with ease, ensuring compliance and security.

Zapier

Zapier offers powerful workflow automation integrations designed to streamline processes and enhance productivity and efficiency. With Zapier, users can authenticate their integration with a wide range of apps and services. Once authenticated, they can set up specific triggers and actions to automate time consuming and repetitive tasks like sending emails, updating spreadsheets, or posting on social media.

Pipedream

Pipedream is an advanced API that empowers users to build applications capable of connecting to a wide range of data sources and processing them in real time. With Pipedream, you can create sophisticated applications that handle extract, transform, and load (ETL) tasks, facilitating seamless data integration and manipulation.

Constant Contact

Third-party email marketing software that automates and optimizes the entire email marketing process is essential for modern businesses. This advanced software allows you to target specific client groups with personalized email marketing campaigns, text message marketing, and even social media outreach, all through the versatile SatuitCRM platform.

Act-On

Act-On offers an email marketing automation CRM integration that consolidates marketing efforts for better engagement, tracking, and data management. The platform leverages AI, segmentation analysis, and advanced analytics so investors can engage prospects and achieve more productivity.

Dotdigital

Dotdigital is a comprehensive marketing automation platform designed to unify customer data, allowing businesses to centralize actionable insights. By leveraging this unified data, marketers can hyper-personalize their campaigns, enriching the quality of their data and driving more effective customer engagements.

Redi2 Technologies

Redi2 is a comprehensive billing, invoicing, and revenue management software specifically designed for asset management and advisory fee billing. It streamlines billing processes for financial services by automating complex calculations, ensuring accuracy, and improving efficiency.

SS&C

SS&C provides solutions to hedge funds, family offices, and other funding sectors. Their solutions help family offices keep up with increasing needs and simplify complex investments, in addition to helping hedge funds align data, mitigate risks, and enhance investment operations overall.

Broadridge

Broadridge provides critical infrastructure to power governance, capital markets, and wealth and investment management. It utilizes data and intelligence to facilitate business transformation and provides actionable intelligence, expert analysis, and data-driven insights in one unified platform.

FIN Searches

FIN Searches is an institutional investor database that provides accurate and updated information in addition to customization capabilities. It offers an all-encompassing database, directory, and document management platform that helps users search for leads and data from benefits, foundations, and endowment funds.

Seismic

S&P Global

Outlook/Office 365

Satuit’s platform seamlessly integrates with Office 365’s Outlook email platform, enhancing email communication productivity by allowing users to manage their correspondence efficiently. This integration allows for streamlined email transactions while enabling quicker responses, organization, and collaboration within a familiar interface.

Gmail

Realize the Full Potential of Satuit CRM

Contact the Satuit team today to learn more about our powerful integrations and how they can benefit your business.