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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 2473 reference ratings
4.8/5.0 (2473)

18Testimonials

  • "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

  • "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

  • "Our client service executive was knowledgeable, patient, and understood both the software and the business that we’re in."

    Drew Buccino Executive Vice President
17 more testimonials currently locked

12 Case Studies

  • South Texas Integrates CRM with Back Office Systems

    Jeanie Wyatt CEO

  • Epoch Investment Partners, Inc. - Customer Case Study

    David Curnow Director in Epoch’s IT group

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

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.

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