SatuitCRM

What SatuitCRM is

SatuitCRM is relationship-management software for institutional asset managers, private equity, wealth management, hedge funds and alternative investments. It tracks emails, phone calls, meetings, presentations and investor reports. Sales teams can manage RFPs, fund flows, account additions and opportunities, with alerts for overdue activity. Legal and compliance workflows include reporting and audit trails. The software can be deployed in the cloud or installed on customer servers, and a mobile version is available for phones and tablets. Integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, plus e-marketing services such as Act-On, Constant Contact and Mailchimp. SatuitSIP gives investors self-service access to account data, documents and forms through shared CRM data. Plans are billed per user: Satuit Essentials is $150 a month with a three-user minimum, Premium is $200 a month with a five-user minimum, and Enterprise is $300 a month with a five-user minimum. Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.

Who it suits

SatuitCRM is aimed at institutional investment firms that need investor relationship records, business-development tracking and compliance workflows. Its deployment options and mobile access may suit teams working across customer servers, cloud environments, phones or tablets.

Limits

Essentials requires at least three users and provides 1 GB per user. Premium requires five users and 4 GB per user, while Enterprise requires five users and 10 GB per user. Satuit Agent is an additional paid add-on for v18.4 firms and requires the Satuit API enabled.

Getting started

1. Visit the Satuit website
2. Choose cloud deployment or installation on customer servers
3. Select Essentials, Premium, or Enterprise
4. Meet the plan’s minimum user requirement
5. Complete setup, configuration, and training with Satuit
6. Connect email, signing, accounting, custodial, or marketing systems

Verdict

SatuitCRM focuses on investment-firm relationships, fundraising activity and compliance workflows. Compare the per-user plan minimums and storage allowances with your team’s requirements before selecting a tier.