SatuitCRM® provides a sales support and CRM (client relationship management) solution built specifically to address the challenges of investment management sales and client service professionals who need to track complex relationships, sales opportunities, and historical client account information. When combined with industry leading data sources, such as Nelson Market Place or S&P's Money Market Directory, SatuitCRM® can drive your sales and client service efforts to new heights.
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 CRM software includes tracking contacts and relationship histories, the sales pipeline, mass mail and marketing campaigns, events, and your calendar. It integrates with Outlook to make migration and adoption easy, and the hosted solution is cloud based so that it is always up to date.
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 implemented in less than half of the time of other vendors allowing you immediate return on your investment.
The new SatuitCRA™ Client Report Automation software adds report creation, management and secure distribution modules to the core functions of SatuitCRM®. The new platform provides SatuitCRM® clients with the ability to organize, customize, collate and distribute their monthly, quarterly and annual client reporting packages using the familiar interface of SatuitCRM®.