SatuitCRM

CRM

An intuitive process for sales automation, allowing users to track clients, prospects, interactions, and activities. 

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Client Reporting

Streamline the client reporting process, au­tomate many manual functions, and save time while reducing errors.

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Mobility

Real-time access to your Appointments, Sales Opportunities and Client data.  Mapping is integrated to find and locate a client’s address on any mobile device.

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Focused exclusively on the Investment Management industry, SatuitCRM is a complete front office solution delivered at a fixed price that drives improved efficiency, compli­ance and results of the sales, client service and client reporting teams. Our implementations include software, support, configuration services, and training that can typically be completed in less than half of the time of other vendors, allowing you an immediate return on your investment.

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