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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 SalesPage?

SalesPage stands out as the leading partner in asset management distribution, marked by its wealth of experience, technical know-how, industry depth, and strong collaborative ties within an extensive client network. Over the past twenty years, we have empowered asset managers to leverage data in order to optimize their distribution strategies effectively. By tapping into SalesPage’s sophisticated distribution data platform, innovative solutions, and all-encompassing services, our clients can accurately pinpoint their ideal prospects while improving their operational efficiency. We pride ourselves on offering state-of-the-art tools and services specifically designed for asset managers, with our active SalesPage client community playing a crucial role in enhancing our distinct value. Understanding that a universal approach is often ineffective, we provide a wide array of products that deliver tailored solutions to meet the diverse needs of asset managers. While the SalesPage suite of products shares a unified goal of facilitating smarter distribution for asset managers, each product is crafted with unique features to address specific challenges, ensuring our clients receive unparalleled support for their goals. Furthermore, we continue to evolve our offerings based on client feedback and market trends, reinforcing our commitment to their success.

Media

Media

Integrations Supported

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud

Integrations Supported

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Satuit Technologies

Date Founded

1994

Company Location

United States

Company Website

www.tier1fin.com/satuit

Company Facts

Organization Name

SalesPage Technologies

Date Founded

1983

Company Location

United States

Company Website

www.salespage.com

Categories and Features

Financial CRM

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

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

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

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