SatuitCRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

SatuitCRM

4.0

(3)

Pricing

Pricing available upon request

About SatuitCRM

SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset management, private equity, hedge fund and wealth management industries. The platform offers both cloud-based and on-premise deployment options, allowing users to choose the software environment that best suits their business needs. SatuitCRM's interactive investment analysis and self-service investor portal enable clients to track their investment performance, review transactions and manage account details. The application also streamlines the client reporting process by automating the compilation of manual reports, saving time and reducing errors. Additionally, it also provides secure document management and delivery capabilities. facilitating seamless sharing of forms and content across multiple clients.

SatuitCRM Screenshots

SatuitCRM Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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SatuitCRM Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of SatuitCRM
Access Controls/Permissions
Activity Tracking
Calendar Management
Calendar Sync
Collaboration Tools
Contact Management
CRM
Customizable Fields
Customizable Reports
Drag & Drop
Email Management
Email Templates
For Hedge Funds
For Real Estate
Interaction Tracking
Investments Tracking
Investor Management
Investor Portal
Investor Reporting
Lead Capture
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Management
Reporting & Statistics
Sales Reports
Search/Filter
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third-Party Integrations
Workflow Management

SatuitCRM User Reviews

Overall Rating

4.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.3

Value for money

5.0

Customer support

5.0

Functionality

3.7

Have you used SatuitCRM and would like to share your experience with others?

Verified

Reviewer

Financial Services

10000+ employees

Used monthly for more than 2 years

Review source

Reviewed March 2019

SatuitCRM for Fund

It gests the work done!! It has position itself well to be a great tool for Wealth Management company

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

SatuitCRM seems like a well fit for Wealth Management company. The report created was appealing. It does have great customer support and I think that is the strongest point it offers

Cons:

the overall interface seems to be a bit aged compare with others like Salesforce. Also, loading seems to be a issue (slowness)

Jelena M.

Investment Management

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2016

Satuit CRM System

At Alpha Real Capital, we have been Satuit users for almost one year. Although we have not had a chance to use all of the tools that Satuit offers, we have so far thoroughly enjoyed using the system and found it to be a valuable addition to our daily achievements. We further found the support team incredibly helpful and so the implementation process was finalised with ease which is a very important stage in order to have the system fully integrated and used regularly on a daily basis. Overall, Satuit system has been a very valuable addition to the business and we look forward to unlock other tools on offer as we continue to grow the business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Sven V.

Venture Capital & Private Equity

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2018

Review after 3 months use of SatuitCRM

Very satisfied in how we keep track now of all our contacts, businesses, deal opportunities, etc. Saving much time as there is only 1 database (hence, data input is done only once), after which you can easily get intelligence out of the system in a very intuitive way.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Userfriendliness, ease of use, very intuitive, easy to put data in, easy to get intelligence out of the CRM

Cons:

Loading a screen sometimes takes a bit of time when the browser is retreiving data from the server

Showing 1 - 3 of 3 Reviews