Satuit

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What is Satuit?

SatuitCRM is the industry-leading CRM software for buy-side investment professionals.

Acquired by Tier1 Financial Solutions in 2021, Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for Buy-Side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries. For additional information, visit www.tier1fin.com/satuit. For more information contact us at [email protected]



Satuit currently scores 61/100 in the CRM category. This is based on press buzz (39/100), recent user trends (falling), and other relevant information on Satuit gathered from around the web.

The score for this software has declined over the past month. What is this?
www.tier1fin.com

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  • Satuit

CRM Market Radar

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Satuit Product Overview


Languages Supported: English

CRM Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in November 2022.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Satuit Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Satuit FAQs

Does Satuit offer an API?

Yes

Does Satuit offer guides, tutorials and or customer support?

Yes.

Does Satuit offer multi-user capability (e.g. teams)?

Yes

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