Satuit recently hosted an in-depth customer webinar introducing its 18.0 release, a milestone update that modernizes the CRM experience while laying the groundwork for future automation and AI capabilities. The webinar theme, Charting the Course for Tomorrow, captured both the product’s refreshed design and Satuit’s forward-looking roadmap for continued efficiency gains.
Why the 18.0 Release Matters
The Satuit team kicked off the session by explaining the reason behind our latest release, version 18.0. Customers have long requested a more modern, intuitive interface and faster ways to enter and access data. Satuit responded with a bold redesign focused on cleaner visuals, enhanced workflows, and click reduction while maintaining the familiar navigation users rely on daily.
As Satuit Sales Executive, Terry Dolan noted, the interface update represents “a stake in the ground” for greater efficiency and agility. Satuit also continued to enhance its techstack, ensuring future enhancements, from automation to advanced analytics, can be delivered faster and more seamlessly.
What’s New in Satuit 18.0
The live demo showcased the tangible benefits of these updates, highlighting both aesthetic and functional advancements across multiple user personas, from fundraising professionals to investor relations teams and system administrators.
Key highlights included:
- Refreshed UI: A modern, cleaner look with improved usability
- Enhanced Configurability: Persona-based views, multi-detail forms, and field dependencies
- Improved Workflow Efficiency: Faster access to records, preview panes, and split-screen functionality
- Automation Enhancements: Time-based triggers, report scheduling, and data synchronization
- Secure Single Sign-On (SAML): Strengthened access management through integrated authentication
- Outlook Autosync: Direct integration with Office 365 to automatically log relevant emails and meetings
The team also spotlighted a few “powerful but potentially underutilized” features available to users today, including triggers for activity reminders, workflow-driven task creation, and report scheduling tools that can make teams more proactive without additional effort.
Roadmap: What’s Next for Satuit’s CRM
The webinar session concluded with a look ahead at Satuit’s roadmap, continuing the theme of continuous efficiency gains.
Planned enhancements include:
- Quick data entry with improved Outlook synchronization
- Workflow reductions and simplified configuration steps
- AI-enabled automation for adding new contacts
- Expanded portal functionality with role-based customization
Further down the horizon, Satuit plans to integrate self-service reporting, investor onboarding automation, multilingual support, and next-best-action intelligence powered by AI.
Start Utilizing Satuit’s New Interface
The 18.0 release represents more than a facelift, it’s a foundation for the next generation of Satuit’s CRM. With smarter workflows, modern design, and a roadmap rich in automation and intelligence, Satuit is positioning firms to work faster, smarter, and more securely.
If you missed the live session, you can watch the full recording here and explore how Satuit 18.0 helps your team chart the course for tomorrow.
