Mobile CRM App: SATUIT2GO®
As a professional on the move, you need fast access to the information that drives your business. Satuit2GO CRM software was created specifically for tablet and smartphones devices, putting your CRM data at your fingertips. Satuit2GO is a highly intuitive mobile CRM app that can be mastered in minutes, not days, and is ideal for professionals who spend a lot of time out of the office.
Features & Benefits
Accessible with Smartphones & Tablets
As a professional on the move, you need fast access to the information that drives your business. Satuit2GO CRM software was created specifically for tablet devices and smartphones, putting your CRM data at your fingertips.
Use Wireless or Cellular Connection
The Satuit2GO platform is fast, secure, and since the connection is real-time, there are no issues associated with local data stores and synchronization technologies.
Easy, Secure Access to Customer Data
Updating information is simple and seamless. You can even use your phone’s voice recognition to dictate a meeting note.
Location Services for Navigation and Searching
Mapping is integrated, so you can find a contact and click to locate the address on your GPS software.
Automatically Syncs with Customer Data
Satuit2GO gives you real-time access to your contacts, appointments, task lists, sales opportunities, fund flows and client data on your favorite mobile device(s).
No Training Necessary
Our Satuit2GO software is a highly intuitive mobile CRM app that can be mastered in minutes and is ideal for professionals who spend a lot of time out of the office. Access to Satuit2GO is easier than ever, just navigate to your Satuit URL on your tablet or smartphone, and log-in.
Satuit2GO: A mobile extension of your CRM.
The Satuit Mobile CRM App provides mobile access to our investment management CRM. The Satuit Platform consists of a variety of software solutions for the asset management industry including our asset management CRM, Client Report Automation Software and Secure Investment Portal. Easily integrate the Satuit Platform with any existing systems utilizing our Secure Data Exchange.
Contact our specialists today to see how the Satuit Platform suite of products can assist your organization.
Integration Partners
Client Report Automation Software: SatuitCRA®
Client Report Automation: SatuitCRA™ SatuitCRA is a comprehensive content automation solution for creating personalized investor reporting packages and due diligence packages for investors and their
Secure Investor Portal: SatuitSIP®
Secure Investor Portal: SatuitSIP® The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and
SatuitCRM®
Asset Management CRM: SatuitCRM® SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge
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Get in touch with our Sales Team
Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.
