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Read 18 Satuit Technologies reviews and testimonials from customers, explore 7 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 2410 reference ratings
4.8/5.0 (2410)

18Testimonials

  • "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

  • “Given the fact that I had 10 plus years of data in my prior system, I was extremely pleased and happy to see my data transition smoothly into CRM and …

    Dan Kane Carderock Capital Management

  • “Alignvest chose SatuitCRM® because of Satuit’s vertical market focus along with the firm’s extensive experience with the buy-side investment industry.”

    Alignvest Management Corporation Fund Manager
17 more testimonials currently locked

7 Case Studies

  • Calcap Adopts Satuitcrm And Investor Portal

    Drew Buccino Executive Vice President

  • Satuitcrm® Helps Alignvest Manage New Sales And Form 45-106 Reporting

  • Epoch Investment Partners, Inc. - Customer Case Study

    David Curnow Director in Epoch’s IT group
6 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 7 businesses that use Satuit Technologies.

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