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Description
Caspio is an AI platform for building custom business applications: the databases, portals, dashboards, and workflow tools organizations rely on to run operations. Describe the application your business needs, and Caspio generates it, including the data model, interface, and roles, as a real, secure application your team fully owns and can edit, with no code to maintain.
Built on more than two decades of platform engineering, Caspio is trusted by thousands of organizations worldwide, including in regulated industries such as healthcare, finance, and government. Applications run on a SQL Server data core with role- and record-level security, deploy as embeddable apps and components, and are hosted on AWS with data residency in the United States, Canada, the European Union, the United Kingdom, Australia, and Brazil. HIPAA, SOC 2 Type II, and GDPR compliance are independently certified annually, and every plan includes unlimited users backed by 24x7 human support.
Caspio is built to connect. AI Connector Extensions bring leading AI models into app workflows, and a documented REST API and the Caspio MCP Server let AI tools and agents work with your data under your permissions, alongside integrations with Zapier, Make, n8n, Workato, Keragon, and more. Learn more at caspio.com.
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.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Box
Yes
Broadridge Cash Management
No
COZYROC SSIS+ Suite
Yes
Cognito Forms
Yes
Constant Contact Lead Gen & CRM
No
Docusign
No
Dropbox
Yes
Formstack
Yes
Google Drive
Yes
Make
Yes
Integrations
Box
No
Broadridge Cash Management
Yes
COZYROC SSIS+ Suite
No
Cognito Forms
No
Constant Contact Lead Gen & CRM
Yes
Docusign
Yes
Dropbox
No
Formstack
No
Google Drive
No
Make
No
Pricing Details
$300/month (Monthly term)
TEAM: $300/month (Monthly term)
BUSINESS: $600/month (Monthly term)
ENTERPRISE: Contact Us
We are proud to offer a 10% discount to non-profits, NGOs, and customers in qualifying countries.
BUSINESS: $600/month (Monthly term)
ENTERPRISE: Contact Us
We are proud to offer a 10% discount to non-profits, NGOs, and customers in qualifying countries.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Caspio
Founded
2000
Country
United States
Website
www.caspio.com
Vendor Details
Company Name
Satuit Technologies
Founded
1994
Country
United States
Website
www.tier1fin.com/satuit
Product Features
App Makers
Collaboration Tools
Yes
Compatibility Testing
Yes
Deployment Management
Yes
Drag & Drop
Yes
For eCommerce
Yes
Forms Creation
Yes
Iteration Management
Yes
Mobile Apps
Yes
No-Code
Yes
Pre-Built Templates
Yes
Visual Modeling
Yes
Web Apps
Yes
Workflow Management
Yes
Application Development
Access Controls/Permissions
Yes
Code Assistance
Yes
Code Refactoring
Yes
Collaboration Tools
Yes
Compatibility Testing
Yes
Data Modeling
Yes
Debugging
No
Deployment Management
Yes
Graphical User Interface
Yes
Mobile Development
No
No-Code
Yes
Reporting/Analytics
Yes
Software Development
No
Source Control
Yes
Testing Management
Yes
Version Control
Yes
Web App Development
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Database
Backup and Recovery
Yes
Creation / Development
Yes
Data Migration
Yes
Data Replication
Yes
Data Search
Yes
Data Security
Yes
Database Conversion
Yes
Mobile Access
Yes
Monitoring
Yes
NOSQL
Yes
Performance Analysis
Yes
Queries
Yes
Relational Interface
Yes
Virtualization
No
Healthcare CRM
Audience Targeting
No
Campaign Management
No
Marketing Automation
No
Medical History Records
Yes
Patient Communications
Yes
Patient Management
Yes
Physician Management
Yes
Predictive Analytics
No
HIPAA Compliance
Access Control / Permissions
Yes
Audit Management
Yes
Compliance Reporting
Yes
Data Security
Yes
Documentation Management
Yes
For Healthcare
Yes
Incident Management
No
Policy Training
No
Remediation Management
No
Risk Management
Yes
Vendor Management
No
Low-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
Yes
Deployment Management
Yes
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
No-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
Yes
Deployment Management
Yes
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
Patient Portal
Appointment Confirmations
Yes
Appointment Scheduling
Yes
Bill Payment
Yes
Care Plans
Yes
Care Summaries
Yes
EHR-Agnostic
Yes
Health Record Access
Yes
Intake Forms
Yes
Lab Results
Yes
Prescription Renewals
Yes
Secure Messaging
Yes
Video Consultations
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
No
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
Yes
Referral Tracking
Yes
Segmentation
Yes
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
