No. 21of 25 ·Investor Relationship Management Software

SatuitCRM

Name: SatuitCRM
Price: 150 USD

Web · Android · iPhone · Self-hosted · API · Extension· paid plans from $150/mo

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Freedom report

Two barsScore 5.1

Free tierNo free tier
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

SatuitCRM is ranked #21 of 25 in investor relationship management software on Freedom251. It runs on Android, API, Browser extension, iOS, Self-hosted, Web. There is no free plan. Paid plans start at $150/mo.

SatuitCRM plans and pricing

All plans

Satuit Essentials $150/mo per user minimum 3 users · 1 GB per user satuit.com · 30 Sept 2026

Satuit Premium $200/mo per user minimum 5 users · 4 GB per user satuit.com · 30 Sept 2026

Satuit Enterprise $300/mo per user minimum 5 users · 10 GB per user satuit.com · 30 Sept 2026

Compared on investor relationship management software

Free plan: No
Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Portfolio tracking: Yes
Mobile app: Yes

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The record

Purpose: SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.
Deployment: The software can be implemented as a cloud solution or installed on the customer’s servers.
Relationship tracking: SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.
Business development: Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.
Compliance: The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.
Integrations: Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.
Marketing: SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.
Mobile: Satuit provides a mobile version for phones and tablets.
Investor portal: SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.
Security and privacy: Satuit states that it is GDPR compliant and stores production data in Microsoft data centers in Toronto and Quebec City, Canada.
Support: Support includes onboarding training, a dedicated support team, documentation and ongoing updates.
Implementation: Satuit says implementation typically includes software setup, configuration, training and ongoing support and ranges from a few days to a few weeks.
AI feature: Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.
Company reach: Satuit reports more than 750 clients across over 35 countries.
Price from: $150/mo

Where it ranks on Freedom251

Best Investor Relationship Management Software in 2026#21 of 25

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Sources

satuit.com/products/asset-management-crm/· checked 30 Sept 2026
satuit.com/pricing/· checked 30 Sept 2026
satuit.com/features/client-portal/· checked 30 Sept 2026
satuit.com/about-us/satuit-gdpr-compliance/· checked 30 Sept 2026
satuit.com/faq/· checked 30 Sept 2026
satuit.com/features/mcp-ai-layer/· checked 30 Sept 2026
satuit.com/about-us/· checked 30 Sept 2026
satuit.com· checked 28 Sept 2026