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Satuit Technologies

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Read 18 Satuit Technologies reviews and testimonials from customers, explore 12 case studies and customer success stories, and watch customer videos to see why companies chose Satuit Technologies as their Lead Management Software

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.

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  • 18 Testimonials View
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Customer Rating Review Score based on 2508 reference ratings
4.8/5.0 (2508)

18Testimonials

  • "SatuitCRM knows how to recognize the Business first and not just the contact making it a smarter database."

    Jeannie Woo VP of Operations

  • "We picked Satuit over the competitors for two main reasons: 1) the software's integration with our back office system, and 2) the firm's understanding of the investment industry and its …

    Lorraine Fisher Operations Manager

  • "SatuitCRM has enabled all user groups to relinquish reliance on individual tracking spreadsheets and repetitive data entry."

    David Curnow Director in Epoch’s IT group
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12 Case Studies

  • South Texas Integrates CRM with Back Office Systems

    Jeanie Wyatt CEO

  • Carderock Capital Management completes 5-month data transition with Satuit Technologies

  • Heritage Investors Management Corporation automates 1,300+ portfolio reports with Satuit

11 more case studies currently locked

Additional Satuit Technologies Information & Resources

Read Satuit Technologies Reviews, Testimonials & Customer References from 18 real Satuit Technologies customers.

Browse Satuit Technologies Case Studies, Customer Success Stories, & Customer References from 12 businesses that use Satuit Technologies.

FeaturedCustomers has 2,040,543+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.