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Satuit Technologies

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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
  • 7 Case Studies View
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Customer Rating Review Score based on 2395 reference ratings
4.8/5.0 (2395)

18Testimonials

  • "I was so happy I actually cried when it worked. SatuitPackMan has streamlined a cumbersome process into one that creates a tangible benefit for us and for each of our …

    Cheryl Cunningham Senior Trust Administrator

  • "We liked the integration to our other systems, Advent and PackMan, and SatuitCRM allows us to consolidate our systems to make it easier to use."

    Debbi Frenzel Principal in Operations

  • “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

  • South Texas Integrates CRM with Back Office Systems

    Jeanie Wyatt CEO

  • Heritage Investors Management Corporation - Customer Case Study

    Gayl Tjornehoj Vice President of Administration

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

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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