SatuitCRM logo

SatuitCRM Claim

  Write a Review Visit Website  

SatuitCRM Overview

SatuitCRM is a specialized customer relationship management (CRM) software designed for the financial services industry. The platform provides tools for managing client relationships, tracking interactions, and analyzing performance metrics, enabling financial professionals to enhance their client engagement strategies. SatuitCRM supports customizable dashboards and reporting features, offering insights into client preferences and portfolio performance. The software facilitates collaboration among team members, allowing for seamless communication and information sharing. With its user-friendly interface, SatuitCRM simplifies complex CRM tasks and enhances operational efficiency. By optimizing client relationship management processes, this software empowers financial organizations to improve service delivery, strengthen client relationships, and drive business growth.

Read More

Contact Details

  • Vendor Name Satuit Technologies
  • Founded 1994
  • Location United States

Support

    NA

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Networking, Investment Management, Venture Capital

SatuitCRM Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

SatuitCRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

SatuitCRM FAQs

SatuitCRM is a specialized customer relationship management (CRM) software designed for the financial services industry. The platform provides tools for managing client relationships, tracking interactions, and analyzing performance metrics, enabling financial professionals to enhance their client engagement strategies. SatuitCRM supports customizable dashboards and reporting features, offering insights into client preferences and portfolio performance. The software facilitates collaboration among team members, allowing for seamless communication and information sharing. With its user-friendly interface, SatuitCRM simplifies complex CRM tasks and enhances operational efficiency. By optimizing client relationship management processes, this software empowers financial organizations to improve service delivery, strengthen client relationships, and drive business growth.

  • No, SatuitCRM does not offer a free version.

  • Yes, SatuitCRM offers a free trial.

  • No, Credit Card details are not required for the SatuitCRM trial.

  • SatuitCRM supports the following payment frequencies:

    • Annual Subscription

  • No, SatuitCRM does not offer an API.

  • SatuitCRM offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • SatuitCRM supports the following languages:
    • English

  • Following are the typical users of the SatuitCRM:
    • Self-Employed , Small-Business , Midsize-Business

  • SatuitCRM supports the following deployment:
    • Cloud Hosted

  • SatuitCRM supports the following devices and operating systems:
    • Web-Based