SatuitCRM Description

Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.

Pricing

Free Trial:
Yes

Integrations

API:
Yes, SatuitCRM has an API

Reviews

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Company Details

Company:
Satuit Technologies
Year Founded:
1994
Headquarters:
United States
Website:
www.tier1fin.com/satuit
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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours

SatuitCRM Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

SatuitCRM Lists

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