Satuit
What is Satuit?
SatuitCRM is a customer relationship management platform built by Satuit Technologies for buy-side investment professionals, including institutional asset managers, hedge funds, private equity firms, real estate funds and wealth management firms. The company has served the asset management sector for about 30 years and is now part of the Dura Software portfolio. SatuitCRM covers investor relationship management, deal and pipeline tracking, compliance tools, and a secure branded investor portal called SatuitSIP for 24/7 client access to documents and data.
Satuit publishes pricing on its site. Essentials starts at $150 per user per month for a minimum of 3 users, Premium starts at $200 per user per month for a minimum of 5 users, and Enterprise starts at $300 per user per month for a minimum of 5 users. The platform deploys in the cloud or on premises, and Satuit is headquartered in San Antonio, Texas.
Key Features of Satuit
Here are the powerful features that make Satuit stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Investor and client relationship management (CRM) built for buy-side firms
- SatuitSIP secure investor portal with 24/7 branded access to documents and data
- Deal, pipeline and opportunity tracking
- Compliance tools including audit trails and regulatory reporting
- Automated client reporting
- Document management and delivery
- Email and calendar activity capture
- Cloud or on-premise deployment options
- Third-party integrations including DocuSign, Mailchimp and Zapier
Satuit Pricing
Here are the pricing plans for Satuit. Choose the plan that best fits your requirements and budget.
Essentials
$150/user/month
Minimum 3 users, 1GB storage per user
Entry-level CRM tier for smaller teams.
Premium
$200/user/month
Minimum 5 users, 4GB storage per user
Adds advanced features over Essentials.
Enterprise
$300/user/month
Minimum 5 users, 10GB storage per user
Highest tier with full feature set and largest storage allowance.
Satuit Specifications
Get a closer look at the technical specifications and system requirements for Satuit. Find out if it's compatible with your operating system and other software.
- cloud based
- on premises
- web app
- smes
- enterprises
- phone
- training
- tickets
Satuit Screenshots
Alternatives of Satuit
AlternativesExplore alternative software options that can fulfill similar requirements as Satuit. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Salesforce-based wealth management platform for digital onboarding and advisor workflows
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Satuit Comparisons
Compare Satuit with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Satuit Reviews
Here's our unbiased review of Satuit. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.