---
description: Review of SatuitCRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: SatuitCRM | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [SatuitCRM](/software/466225/SatuitCRM)

# SatuitCRM

Canonical: https://www.softwareadvice.com.au/software/466225/SatuitCRM

> SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset management, private equity, hedge fund and wealth management industries. The platform offers both cloud-based and on-premise deployment options, allowing users to choose the software environment that best suits their business needs. SatuitCRM's interactive investment analysis and self-service investor portal enable clients to track their investment performance, review transactions and manage account details. The application also streamlines the client reporting process by automating the compilation of manual reports, saving time and reducing errors. Additionally, it also provides secure document management and delivery capabilities. facilitating seamless sharing of forms and content across multiple clients.
> 
> Verdict: Rated **4.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 3 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 3.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Satuit Technologies
- **Founded**: 1994

## Commercial Context

- **Pricing model**: Per User
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Belgium, Canada, Cayman Islands, Congo - Kinshasa, Denmark, Germany, Isle of Man, Luxembourg, Madagascar, Sweden, Switzerland, United Kingdom, United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking

## Category

- [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software)
- [Real Estate CRM Software](https://www.softwareadvice.com.au/directory/338/real-estate-crm/software)
- [Hedge Fund Software](https://www.softwareadvice.com.au/directory/4146/hedge-fund/software)
- [Financial CRM Software](https://www.softwareadvice.com.au/directory/3247/financial/software)

## Alternatives

1. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18773 reviews)
2. [HubSpot Sales Hub](https://www.softwareadvice.com.au/software/21946/hubspot-sales-hub) — 4.5/5 (498 reviews)
3. [Claritysoft CRM](https://www.softwareadvice.com.au/software/9707/claritysoft) — 4.5/5 (243 reviews)
4. [Insightly](https://www.softwareadvice.com.au/software/2667/insightly) — 4.0/5 (654 reviews)
5. [Shape](https://www.softwareadvice.com.au/software/49041/shapeb) — 4.7/5 (44 reviews)

## Reviews

### "SatuitCRM for Fund" — 4.0/5

> **Verified Reviewer** | *19 March 2019* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: SatuitCRM seems like a well fit for Wealth Management company.  The report created was appealing.  It does have great customer support and I think that is the strongest point it offers
> 
> **Cons**: the overall interface seems to be a bit aged compare with others like Salesforce.  Also, loading seems to be a issue (slowness)
> 
> It gests the work done\!\!  It has position itself well to be a great tool for Wealth Management company

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### "Satuit CRM System" — 4.0/5

> **Jelena** | *28 November 2016* | Investment Management | Recommendation rating: 10.0/10
> 
> At Alpha Real Capital, we have been Satuit users for almost one year. Although we have not had a chance to use all of the tools that Satuit offers, we have so far thoroughly enjoyed using the system and found it to be a valuable addition to our daily achievements. We further found the support team incredibly helpful and so the implementation process was finalised with ease which is a very important stage in order to have the system fully integrated and used regularly on a daily basis. Overall, Satuit system has been a very valuable addition to the business and we look forward to unlock other tools on offer as we continue to grow the business.

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### "Review after 3 months use of SatuitCRM" — 4.0/5

> **Sven** | *7 November 2018* | Venture Capital & Private Equity | Recommendation rating: 9.0/10
> 
> **Pros**: Userfriendliness, ease of use, very intuitive, easy to put data in, easy to get intelligence out of the CRM
> 
> **Cons**: Loading a screen sometimes takes a bit of time when the browser is retreiving data from the server
> 
> Very satisfied in how we keep track now of all our contacts, businesses, deal opportunities, etc. Saving much time as there is only 1 database (hence,  data input is done only once), after which you can easily get intelligence out of the system in a very intuitive way.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/466225/SatuitCRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/466225-SatuitCRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/466225/SatuitCRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/466225/SatuitCRM> |
| en-IE | <https://www.softwareadvice.ie/software/466225/SatuitCRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/466225/SatuitCRM> |

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