SatuitCRM
C
C tier on Investor Relationship Management SoftwareScore 6.3 · #10 of 25
- Android app
- Yes
- Free plan
- No
- Paid plans from
- $150/mo
- Runs on
- Android, api, Browser extension, iOS, self-hosted, Web
Summary
SatuitCRM is ranked #10 of 25 in investor relationship management software on Everything Xiaomi. It runs on Android, API, Browser extension, iOS, Self-hosted, Web. There is no free plan. Paid plans start at $150/mo.
SatuitCRM plans and pricing
All plansCompared on investor relationship management software
- Free plan
- Nosatuit.com
- Email sync
- Yessatuit.com
- Deal pipeline
- Yessatuit.com
- LP and investor records
- Yessatuit.com
- Portfolio tracking
- Yessatuit.com
- Mobile app
- Yessatuit.com
Facts
- Purpose
- SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.satuit.com · 30 Sept 2026
- Deployment
- The software can be implemented as a cloud solution or installed on the customer’s servers.satuit.com · 30 Sept 2026
- Relationship tracking
- SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.satuit.com · 30 Sept 2026
- Business development
- Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.satuit.com · 30 Sept 2026
- Compliance
- The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.satuit.com · 30 Sept 2026
- Integrations
- Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.satuit.com · 30 Sept 2026
- Marketing
- SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.satuit.com · 30 Sept 2026
- Mobile
- Satuit provides a mobile version for phones and tablets.satuit.com · 30 Sept 2026
- Investor portal
- SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.satuit.com · 30 Sept 2026
- Security and privacy
- Satuit states that it is GDPR compliant and stores production data in Microsoft data centers in Toronto and Quebec City, Canada.satuit.com · 30 Sept 2026
- Support
- Support includes onboarding training, a dedicated support team, documentation and ongoing updates.satuit.com · 30 Sept 2026
- Implementation
- Satuit says implementation typically includes software setup, configuration, training and ongoing support and ranges from a few days to a few weeks.satuit.com · 30 Sept 2026
- AI feature
- Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.satuit.com · 30 Sept 2026
- Company reach
- Satuit reports more than 750 clients across over 35 countries.satuit.com · 30 Sept 2026
Company
- Founded
- 1994satuit.com · 28 Sept 2026
- Headquarters
- San Antonio, Texas, United Statessatuit.com · 28 Sept 2026
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Sources
- satuit.com/products/asset-management-crm/· checked 30 Sept 2026
- satuit.com/pricing/· checked 30 Sept 2026
- satuit.com/features/client-portal/· checked 30 Sept 2026
- satuit.com/about-us/satuit-gdpr-compliance/· checked 30 Sept 2026
- satuit.com/faq/· checked 30 Sept 2026
- satuit.com/features/mcp-ai-layer/· checked 30 Sept 2026
- satuit.com/about-us/· checked 30 Sept 2026
- satuit.com· checked 28 Sept 2026