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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 2520 reference ratings
4.8/5.0 (2520)

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

  • "Satuit is viewed as a mission critical system at Fort Washington, and I come to work every day feeling like I have a system that makes my life easier and …

    Margaret C. Bell Managing Director of Business Development

  • "Our list of requirements were many and Satuit Technologies provided the best overall solution for investment professionals."

    Dana McNamara Director of Client Services
17 more testimonials currently locked

12 Case Studies

  • Epoch Investment Partners, Inc. - Customer Case Study

    David Curnow Director in Epoch’s IT group

  • Calcap Adopts Satuitcrm And Investor Portal

    Drew Buccino Executive Vice President

  • Carderock Successfully Migrates And Integrates Client Systems

    Dan Kane Carderock Capital Management
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 2,059,693+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.