SatuitCRM
SatuitCRM is relationship-management software for institutional asset managers, private equity firms, wealth managers, hedge funds and alternative investment…
What SatuitCRM is
SatuitCRM is relationship-management software for institutional asset managers, private equity firms, wealth managers, hedge funds and alternative investment businesses. It records investor interactions including emails, calls, meetings, presentations and reports, while sales teams can follow RFPs, fund flows, account additions and opportunities, with alerts for overdue activity. Legal and compliance workflows include reporting and audit trails. The software can run in the cloud or on customer servers, and Satuit provides mobile access for phones and tablets. Integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing services such as Act-On, Constant Contact and Mailchimp. SatuitSIP offers investors self-service access to account information, documents and forms using shared CRM data. Pricing is $150 a month per user for Essentials, with a three-user minimum; Premium is $200 a month per user and Enterprise is $300 a month per user, each with a five-user minimum. There is no free plan.
Good
- Tracks emails, calls, meetings, presentations and reports
- Alerts teams to opportunities and overdue activity
- Includes legal and compliance workflows with audit trails
- Mobile version is available for phones and tablets
Watch out
- No free plan
- Essentials requires at least three users
- Premium and Enterprise require at least five users
Who it suits
It suits investment firms that need investor relationship records, business-development tracking and compliance workflows. Teams can choose cloud deployment or installation on their own servers.
Verdict
SatuitCRM brings investor relationship tracking, sales activity and compliance workflows into one system for investment businesses. Its per-user plans have minimum seat requirements, so firms should account for those when considering the listed pricing.
Plans and prices
From SatuitCRM's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Satuit Essentials | $150 a month | minimum 3 users · 1 GB per user · per user |
| Satuit Premium | $200 a month | minimum 5 users · 4 GB per user · per user |
| Satuit Enterprise | $300 a month | minimum 5 users · 10 GB per user · per user |
The facts
Each one read from SatuitCRM's own pages, with the date it was checked.
What it does
- AI feature
- Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.checked 30 Sep 2026
- Business development
- Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.checked 30 Sep 2026
- Compliance
- The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.checked 30 Sep 2026
- Deployment
- The software can be implemented as a cloud solution or installed on the customer’s servers.checked 30 Sep 2026
- Implementation
- Satuit says implementation typically includes software setup, configuration, training and ongoing support and ranges from a few days to a few weeks.checked 30 Sep 2026
- Integrations
- Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.checked 30 Sep 2026
- Investor portal
- SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.checked 30 Sep 2026
- Marketing
- SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.checked 30 Sep 2026
- Mobile
- Satuit provides a mobile version for phones and tablets.checked 30 Sep 2026
- Purpose
- SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.checked 30 Sep 2026
- Relationship tracking
- SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.checked 30 Sep 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.checked 30 Sep 2026
- Support
- Support includes onboarding training, a dedicated support team, documentation and ongoing updates.checked 30 Sep 2026
The company
- Company reach
- Satuit reports more than 750 clients across over 35 countries.checked 30 Sep 2026
- Founded
- 1994checked 28 Sep 2026
- Headquarters
- San Antonio, Texas, United Stateschecked 28 Sep 2026
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