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
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Act!
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Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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Sage Intacct
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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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