"We have five teams servicing the promotional products industry. With over 30,000 names in our database, and constant contact throughout the year, we chose Claritysoft for our CRM provider. Great program, great service and a perfect “fit” for our teams."
"It was the patience, understanding and genuine warmth from the Claritysoft team that made me pick Claritysoft over everyone else. We now get looked after by our account handler Susan (who is an utter star). I couldn’t be happier and couldn’t recommend a better bunch of people or product."

Satuit Technologies is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with their CRM and reporting solutions.
Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the private investment landscape including: private equity and venture capital funds, real estate investment firms, hedge funds, endowments, pensions, foundations, prime brokers, funds of funds, family offices, and fund administrators.
Founded in 2006, Pipeline is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 100 countries use Pipeline to gain visibility into their sales pipeline to accelerate opportunities and close more deals. Headquartered in Seattle, WA, Pipeline has made the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S.











