Wer nutzt diese Software?
SatuitCRM is the industry-leading CRM for investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds and Alternative Investments.
Durchschnittliche Bewertung3 Bewertungen
- Gesamt 4 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 5 / 5
- Funktionen 3.5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Installiert - Windows
Support während der Geschäftszeiten
Angaben zum Hersteller
- Satuit Technologies
- Gegründet 1994
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs.
Die hilfreichsten Reviews für SatuitCRM
Bewertet am 28.11.2016
Satuit CRM System
Kommentare: At Alpha Real Capital, we have been Satuit users for almost one year. Although we have not had a chance to use all of the tools that Satuit offers, we have so far thoroughly enjoyed using the system and found it to be a valuable addition to our daily achievements. We further found the support team incredibly helpful and so the implementation process was finalised with ease which is a very important stage in order to have the system fully integrated and used regularly on a daily basis. Overall, Satuit system has been a very valuable addition to the business and we look forward to unlock other tools on offer as we continue to grow the business.
Bewertet am 7.11.2018
Review after 3 months use of SatuitCRM
Kommentare: Very satisfied in how we keep track now of all our contacts, businesses, deal opportunities, etc. Saving much time as there is only 1 database (hence, data input is done only once), after which you can easily get intelligence out of the system in a very intuitive way.
Vorteile: Userfriendliness, ease of use, very intuitive, easy to put data in, easy to get intelligence out of the CRM
Nachteile: Loading a screen sometimes takes a bit of time when the browser is retreiving data from the server
Bewertet am 19.3.2019
SatuitCRM for Fund
Kommentare: It gests the work done!! It has position itself well to be a great tool for Wealth Management company
Vorteile: SatuitCRM seems like a well fit for Wealth Management company. The report created was appealing. It does have great customer support and I think that is the strongest point it offers
Nachteile: the overall interface seems to be a bit aged compare with others like Salesforce. Also, loading seems to be a issue (slowness)