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

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Satuit Technologies
Year Founded:
1994
Headquarters:
United States
Website:
www.tier1fin.com/satuit
Update This Listing

Media

Recommended Products
Auth0 B2B Essentials: SSO, MFA, and RBAC Built In Icon
Auth0 B2B Essentials: SSO, MFA, and RBAC Built In

Unlimited organizations, 3 enterprise SSO connections, role-based access control, and pro MFA included. Dev and prod tenants out of the box.

Auth0's B2B Essentials plan gives you everything you need to ship secure multi-tenant apps. Unlimited orgs, enterprise SSO, RBAC, audit log streaming, and higher auth and API limits included. Add on M2M tokens, enterprise MFA, or additional SSO connections as you scale.
Sign Up Free

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

SatuitCRM User Reviews

Write a Review
  • Previous
  • Next