SatuitCRM® provides a highly intuitive solution built specifically to address the challenges of institutional investment sales and client service professionals. With SatuitCRM, your team can easily track complex relationships, manage sales opportunities, and historical client account information on any device. Each user can build a custom Home Page with a few clicks to ensure that the information they need to do their job is readily accessible. Management reporting and dashboards can be quickly implemented without programming or technical consultants.
SatuitCRM® incorporates an intuitive process for sales force automation, allowing users to track clients, prospects, interactions, and activities. It provides a central repository for all information about each client, consultant, or prospect. Our asset management CRM software includes tracking contacts and relationship histories, the sales pipeline, mass mail and marketing campaigns, events, and calendars. It integrates with Outlook and Gmail to make migration and adoption easy.
Use our Secure Data Exchange tools (SatuitSDX) to pull in data from industry leading portfolio accounting software and 3rd party data sources, such as S&P's Money Market Directory, FinSearches, or Pitchbook. SatuitCRM® can drive your sales and client service efforts to new heights.
SatuitCRM® for Institutional Asset Managers is a complete front office solution that drives improved efficiency, compliance, and collaboration. Our implementation service includes support, configuration services, and training and our software can typically be implemented in less than half of the time of other vendors allowing you immediate return on your investment.
The optional SatuitSIP™ Secure Investor Portal software adds document sharing and secure document delivery to the core functions of SatuitCRM®. Our optional investor portal gives a SatuitCRM® user the ability to organize, customize, collate, and distribute their monthly, quarterly, and annual client reporting using the familiar interface of SatuitCRM®.