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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
  • 12 Case Studies View
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Customer Rating Review Score based on 2557 reference ratings
4.8/5.0 (2557)

18Testimonials

  • "Being built for the institutional asset management industry, it provided many features out of the box that directly addressed our requirements when managing client accounts and attracting new assets.”

    Greg Cassano Vice President, Institutional Sales

  • "SatuitCRM has quickly become a very important tool for our business. Our primary requirements were ease of use, web-based, customizable, and integration with Money Market Directory or Nelsons. I did …

    Julia M. Peter-Kerr Managing Partner

  • "Satuit stood head and shoulders above other solutions because it was designed by people from fund management backgrounds for fund management businesses."

    Simon Housden Sales & Marketing Director
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12 Case Studies

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

  • The Corundum Group accelerates portal rollout in 3 weeks with Satuit Technologies

  • South Texas Integrates CRM with Back Office Systems

    Jeanie Wyatt CEO
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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.

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