# SatuitCRM Software Reviews, Demo & Pricing - 2026 > Review of SatuitCRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/466225-SatuitCRM --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / SatuitCRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # SatuitCRM 2026: Benefits, Features & Pricing Wondering if SatuitCRM is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview SatuitCRM 4.0 [(3)](https://www.softwareadvice.com/product/466225-SatuitCRM/#reviews) 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. Wondering if SatuitCRM is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## SatuitCRM User Interface ## Popular SatuitCRM Alternatives Main Product SatuitCRM 4.0 [(3)](https://www.softwareadvice.com/product/466225-SatuitCRM/#reviews) Ratings Breakdown - 4.33Ease of use - 5.0Value for money - 5.0Customer support - 3.67Functionality Pricing Available upon request Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.5 [(245)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.55Value for money - 4.62Customer support - 4.24Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) 4.0 [(654)](https://www.softwareadvice.com/product/2667-Insightly/reviews/) Ratings Breakdown - 4.02Ease of use - 4.00Value for money - 3.84Customer support - 3.89Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Shape](https://www.softwareadvice.com/product/49041-SetShape/) 4.7 [(44)](https://www.softwareadvice.com/product/49041-SetShape/reviews/) Ratings Breakdown - 4.66Ease of use - 4.59Value for money - 4.58Customer support - 4.66Functionality Pricing Starting at $119.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 5 0% 4 100% 3 0% 2 0% 1 0% 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? VR Verified Reviewer Financial Services 10000+ employees Used monthly for more than 2 years Review source Reviewed March 2019 SatuitCRM for Fund 4 It gests the work done!! It has position itself well to be a great tool for Wealth Management company Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 3 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) Read More JM Jelena M. Investment Management 51-200 employees Used daily for less than 12 months Review source Reviewed November 2016 Satuit CRM System 4 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 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Read More SV 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 4 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 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More Showing 1 - 3 of 3 Reviews ## Other Top Recommended Financial CRM Software [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **46** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **40** times [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (48) Recently recommended **36** times [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) **4.3** (6977) Recently recommended **28** times Stuck Between Options? 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