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.
Pricing
Free Trial Offered?:
Yes
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Screenshots and Video
Company Facts
Company Name:
Satuit Technologies
Date Founded:
1994
Company Location:
United States
Company Website:
www.tier1fin.com/satuit
Product Details
Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
SatuitCRM Categories and Features
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management