SatuitCRM
Customer relationship management (CRM) solution for buy-side investment professionals for the asset management industry.
What is SatuitCRM?
Satuit offers a financial CRM for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. Our CRM enables asset and wealth managers to increase sales, improve client service, and reduce costs.
Screenshots
Features
Campaign Management
Client Management
Contact Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Lead Management
Pipeline Management
Performance Metrics
Lead Capture
FAQ
The official website of SatuitCRM is http://www.satuit.com/
SatuitCRM belongs to the Financial CRM, Hedge Fund, Real Estate CRM category.
SatuitCRM offers features such as Campaign Management, Client Management, Contact Management, Customer Database, Data Import/Export, Document Management, Email Marketing, Lead Management, Pipeline Management, Performance Metrics, Lead Capture.
No, SatuitCRM does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.