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.
SatuitCRM Alternatives
Centrex Software
Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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Sage Intacct
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Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance.
Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline
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Pipedrive
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Act!
Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results.
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Pricing
Free Trial:
Yes
Company Details
Company:
Satuit Technologies
Year Founded:
1994
Headquarters:
United States
Website:
www.tier1fin.com/satuit
Media
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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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