SatuitCRM®

SatuitCRM is the industry-leading CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments. Our award winning Customer Relationship Management software was developed by a team of experienced investment professionals who understand the complexity of investment sales, client service, and compliance regulations. The software is powerful, yet easy to use and may be implemented as a cloud solution or installed on your servers.

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BENEFITS

  • Easily capture and share sales and client data in real time
  • Manage complex relationships with investors and their consultants
  • Support business development
  • Manage legal and compliance workflow
  • Manage travel planning and road shows
  • Fully integrated with Outlook, Gmail, and Google Maps
  • Integrated e-marketing to support lead generation
  • Integrates with portfolio accounting and custodial data
  • Automate investor reporting
  • Mobile version available for phones and tablets

SatuitCRM® is a complete front office CRM solution that can be delivered either as a hosted cloud based (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 investment industry experience to deliver CRM Software that is built to meet the needs of investment professionals. Your Satuit team understands that buy-side investment management professionals face unique business development and investor challenges. Your relationships are often 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. 

With SatuitCRM you can easily track emails, phone calls, meetings, presentations, and investor reports. Uncover new opportunities, spot flagging opportunities, and see alerts for past due activities.  Our graphical interface makes it easy to spot the level of engagement with a prospect or an investor. We also provide plug-ins for industry leading e-marketing software to allow you to develop more leads.

SatuitCRM helps you manage the growing challenges associated with industry regulations and compliance. We work with industry leading data sources, such as FinSearches or Money Market Directory, and provide integration with portfolio accounting, billing, and client reporting systems, SatuitCRM will drive your sales and client service efforts to new heights.  With our Secure Investor Portal module your users will have 24X7 access to all your investor data and documents.

Read More: The 10 Critical Success Factors in CRM