This review was last updated
This CRM Review examines Satuit CRM.
In-Depth CRM Review
Satuit Technologies, Inc.
100 Grossman Drive
Braintree, MA 02184-4949
Telephone: (781) 871-7788
Toll Free: (888) 728-8481
Fax: (781) 871-7993
Email: Contact Satuit
CRM Category: Field Sales Support – Cloud
Vertical Solution: 523120 – Securities Brokerage
Seats: Small/Medium Business
About the Company:
Satuit Technologies, Inc. is a global leader in cloud based and On-Premise vertical market sales force automation (SFA) and client relationship management (CRM) solutions that are easy to implement. We provide our clients with the precise tools they need to increase sales, better serve their clients, master information-intensive business relationships, and cut costs.
Satuit has offices in the United States and the United Kingdom, and serves clients in more than a dozen countries including every major financial center. We have a strong focus and long track record of success in the professional investment and wealth management industries. Satuit Technologies was founded in 1994 and is a privately held corporation.
Satuit’s cloud based technologies offer our clients a unique business proposition, through our One Product, Two Solutions deployment paradigm. With One Product, Two Solutions you get all of the advantages of the On-Demand, or hosted application model, without the disadvantages traditionally inherent to On-Demand solutions.
Satuit stands out as the leader in rapid implementation and long-term client retention by providing outstanding software coupled with excellent implementation and post sales support.
About the Product:
SatuitCPM helps manage every aspect of a front and middle office, including traditional customer relationship management (CRM) features, statement and report generation, document management, expense management, and includes a client portal. SatuitCPM is fully integrated with Outlook and can be run on a desktop or tablet device.
SatuitCPM’s “out-of –the box” software solution provides dashboards, work- flows and management tools to help streamline the onboarding of new clients and the wooing of prospects.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Satuit CRM:
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