SatuitCRM® is a complete front office CRM solution that can be delivered either as a hosted (SaaS) application or as a more traditional on premise application. The choice of delivery will be driven by your requirements. Our service includes software licensing, support, configuration, and training as well as integration with other key industry software.
The Satuit team has applied our collective decades of investment industry experience to deliver Relationship Management Solutions that drive success. Our brand promise is simple: SatuitCRM: Expect Success. Your Satuit team understands that buy-side investment management professionals face unique sales and service challenges. Your client relationships are complex and multi-tiered and your clients demand timely and accurate information. SatuitCRM provides sales and client relationship management software built specifically to track complex relationships including consultants and third parties. Your sales team can track new business RFP’s, fund flows and additions to existing accounts.
SatuitCRM helps you manage the increasing challenges associated with industry regulations and compliance. When combined with industry leading data sources, such as Money Market Directory or with integration with portfolio accounting, billing and client reporting systems, SatuitCRM can drive your sales and client service efforts to new heights.
Read More: The 10 Critical Success Factors in CRM