SatuitCRM
San Antonio, Texas, United States
What it is
SatuitCRM is relationship-management software for institutional asset managers, private equity, wealth management, hedge funds, and alternative investments. It records investor communications and activity, including emails, calls, meetings, presentations, and reports. Sales teams can track RFPs, fund flows, and additions to accounts, with opportunity and overdue-activity alerts. Legal and compliance workflows include reporting and audit trails. The software can be deployed in the cloud or installed on customer servers, and Satuit provides mobile access for phones and tablets. Listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing services such as Act-On, Constant Contact, and Mailchimp. SatuitSIP provides investor self-service access to account data, documents, and forms through shared CRM data. Plans are $150 a month per user for Essentials with a three-user minimum, $200 a month per user for Premium with a five-user minimum, and $300 a month per user for Enterprise with a five-user minimum.
For and against
For
- Tracks investor interactions and reports.
- Provides opportunity and overdue-activity alerts.
- Includes compliance workflows and audit trails.
- Offers cloud or customer-server deployment.
- Investor portal supports access to data and documents.
Against
- No free plan is offered.
- Essentials requires at least three users.
- Premium and Enterprise require at least five users.
- Satuit Agent requires v18.4 and an enabled API.
The verdict
SatuitCRM combines investor relationship tracking, sales activity, and compliance workflows for investment firms. Check the minimum user counts and deployment requirements against your organization’s needs.
Who it suits
It suits investment firms that need investor relationship tracking, sales pipeline records, and compliance workflows. Organizations can choose cloud deployment or installation on their own servers.
Plans and prices
Satuit Essentials
minimum 3 users · 1 GB per user
Read 30 Sep 2026 · satuit.com
Satuit Premium
minimum 5 users · 4 GB per user
Read 30 Sep 2026 · satuit.com
Satuit Enterprise
minimum 5 users · 10 GB per user
Read 30 Sep 2026 · satuit.com
On the record
- AI feature
- Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.satuit.com · read 30 Sep 2026
- Business development
- Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.satuit.com · read 30 Sep 2026
- Company reach
- Satuit reports more than 750 clients across over 35 countries.satuit.com · read 30 Sep 2026
- Compliance
- The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.satuit.com · read 30 Sep 2026
- Deployment
- The software can be implemented as a cloud solution or installed on the customer’s servers.satuit.com · read 30 Sep 2026
- Implementation
- Satuit says implementation typically includes software setup, configuration, training and ongoing support and ranges from a few days to a few weeks.satuit.com · read 30 Sep 2026
- Integrations
- Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.satuit.com · read 30 Sep 2026
- Investor portal
- SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.satuit.com · read 30 Sep 2026
- Marketing
- SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.satuit.com · read 30 Sep 2026
- Mobile
- Satuit provides a mobile version for phones and tablets.satuit.com · read 30 Sep 2026
- Purpose
- SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.satuit.com · read 30 Sep 2026
- Relationship tracking
- SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.satuit.com · read 30 Sep 2026
- Security and privacy
- Satuit states that it is GDPR compliant and stores production data in Microsoft data centers in Toronto and Quebec City, Canada.satuit.com · read 30 Sep 2026
- Support
- Support includes onboarding training, a dedicated support team, documentation and ongoing updates.satuit.com · read 30 Sep 2026
