Side by side
Clienteer vs SatuitCRM
Both stand on investor relationship management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidAPIExtension+5
Clienteer brings investor CRM, fundraising, reporting and capital activity into a configurable system. Firms should request pricing and clarify which security capabilities are included or offered as add-ons.
Visit Clienteer Paid AndroidAPIExtension+3
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.
Visit SatuitCRMThe facts
| Clienteer | SatuitCRM | |
|---|---|---|
| Free plan | Not published | No |
| Open source | Not published | Not published |
| Runs on | Android, API, Extension, iPhone, Mac, Self-hosted, Web, Windows | Android, API, Extension, iPhone, Self-hosted, Web |
| Lowest paid plan | Not published | Satuit Essentials: $150 per user a month |
| Plans published | None | 3 |
| Maker | Not published | Not published |
| Website | imagineertechnology.com | satuit.com |
| On investor relationship management software | #14 of 25 | #18 of 25 |
Clienteer: what it does well
- Tracks fundraising and supports sales forecasts.
- Investor reports can be watermarked and password-protected.
- Workflows cover subscriptions, redemptions, calls and transfers.
- Offers cloud or on-premise hosting.
What to know first
- Pricing is available on request.
- Security capabilities such as two-factor authentication may be add-ons.
- The platform tracks detailed compliance and account records.
SatuitCRM: what it does well
- Tracks investor interactions across several communication types.
- Includes compliance reporting and comprehensive audit trails.
- Can be cloud-hosted or installed on customer servers.
- SatuitSIP provides investor access to records and documents.
- Mobile version supports phones and tablets.
What to know first
- No free plan.
- Essentials requires at least three users.
- Premium and Enterprise require at least five users.
- Satuit Agent is a paid add-on requiring the API.
Alternatives to Clienteer Alternatives to SatuitCRM The whole list