SatuitCRM® software allows you to track complex relationships, manage sales opportunities, and historical investor account information. You can shave off hours of the time it takes to organize investor calls. SatuitCRM easily manages group conference calls and meetings and lets you send meeting confirmations and follow up emails to all participants with a single click. Conference calls, emails and other investor activities are tracked in one location (rather than scattered around under different tabs) making it easy to see and summarize your interactions with investors and prospective investors.
Our Email Templates allow you to manage marketing and investor communications via Outlook, including all appropriate confidentiality statements and dynamic watermarks.
In addition to our robust CRM offering, we provide an optional fully integrated investor portal and investor report management. You can easily create, organize, customize, collate and distribute monthly, quarterly and annual investor reporting packages using the familiar interface of SatuitCRM.
SatuitCRM is an intuitive, easy-to-use front and middle office CRM solution that drives the improved efficiency, compliance and results of the sales, client service and client reporting teams delivered by a team of people who understand the needs of the professional investor. We do not outsource our implementation to 3rd parties. Our solution includes software, expert support, configuration services, and training.