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What is SatuitCRM?

In 2021, Tier1 Financial Solutions purchased Satuit Technologies, which stands out as the leading provider of CRM, reporting, and portal software tailored for sectors such as Buy-Side, Hedge Funds, Wealth Management, Private Equity, and Real Estate. With operational offices located in both Canada and the United States, the company boasts a diverse client base spanning more than thirty-five countries worldwide. The acquisition has allowed Tier1 to enhance its service offerings significantly.

What is IT Portal?

Presenting a comprehensive and adaptable platform designed for the effective management of Knowledge Bases, Documents, Passwords, and Configurations, whether you prefer to host it on our cloud or your own! Users benefit from effortless access to their documentation in both online and offline modes. This solution is not only popular among Managed Service Providers (MSPs) but also serves as a trusted resource for IT departments around the world. Currently, more than 2,500 paying users are actively engaged with the IT Portal, in addition to countless instances that support an unlimited number of users. Our cloud offerings are available across multiple regions, such as the United States, Canada, the United Kingdom, the European Union, and Australia, while also enabling deployment within your private cloud. As IT teams grow, they frequently find themselves burdened by disorganized file shares and unwieldy Excel password lists. This innovative platform provides a secure and organized environment that streamlines information access and sharing pertinent to IT infrastructure. The IT Portal is designed to reduce downtime, improve accountability in documentation practices, and instill confidence in managers and IT professionals regarding a dependable system. With its extensive capabilities, the IT Portal is tailored to meet the dynamic demands of expanding IT teams, ensuring they remain competitive in an increasingly intricate landscape, and empowering them to handle their information management challenges with ease.

Media

Media

Integrations Supported

Act-On
Constant Contact
Constant Contact Lead Gen & CRM
Mailchimp
Seismic

Integrations Supported

Autotask PSA
Auvik
ConnectWise Automate
ConnectWise RMM
Domotz
Gliffy
Kaseya BMS
Lucidchart
Microsoft 365
N-able MSP Manager
N-able N‑central
Passly
RepairShopr
bvoip
draw.io

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$25 per user per month

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Satuit Technologies

Date Founded

1994

Company Location

United States

Company Website

www.tier1fin.com/satuit

Company Facts

Organization Name

IT Portal

Date Founded

2007

Company Location

United States

Company Website

www.it-portal.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Document Management

Not specified

IT Documentation

Not specified

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