SatuitCRM
Ranked in Investor Relationship Management Software ·No free plan on record· paid from $150/mo
About
SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investment businesses. It tracks emails, calls, meetings, presentations and investor reports. Sales teams can follow RFPs, fund flows and account additions, 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. 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 investors with self-service access to account data, documents and forms through a shared CRM data layer. Satuit states that it is GDPR compliant and stores production data in Microsoft data centers in Toronto and Quebec City, Canada. Support includes onboarding training, a dedicated team, documentation and ongoing updates; implementation typically ranges from a few days to a few weeks. Prices are 150.00 USD per month for Essentials per user, minimum three users; 200.00 USD per month for Premium per user, minimum five; and 300.00 USD per month for Enterprise per user, minimum five.
Who it is for
SatuitCRM is intended for institutional asset managers, private equity, wealth management, hedge funds and alternative investments. It may suit teams that need investor relationship tracking alongside compliance workflows and optional self-service investor access.
What is good
- Cloud or customer-server deployment is available.
- Tracks investor interactions and sales activity.
- Includes compliance workflows, reporting and audit trails.
- Mobile version is available for phones and tablets.
- SatuitSIP provides investor self-service access.
What to know first
- No free plan is available.
- Essentials requires at least three users.
- Premium and Enterprise require at least five users each.
- Satuit Agent is a paid add-on requiring the Satuit API.
Verdict
SatuitCRM combines investor relationship tracking, sales workflows and compliance functions for asset-management businesses. Review deployment needs, user minimums and the paid Agent add-on requirement when assessing fit.
Compared on investor relationship management software
- Free plan
- Nosatuit.com
- Email sync
- Yessatuit.com
- Deal pipeline
- Yessatuit.com
- LP and investor records
- Yessatuit.com
- Portfolio tracking
- Yessatuit.com
- Mobile app
- Yessatuit.com
Facts
- Purpose
- SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.satuit.com · 30 Sept 2026
- Deployment
- The software can be implemented as a cloud solution or installed on the customer’s servers.satuit.com · 30 Sept 2026
- Relationship tracking
- SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.satuit.com · 30 Sept 2026
- Business development
- Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.satuit.com · 30 Sept 2026
- Compliance
- The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.satuit.com · 30 Sept 2026
- Integrations
- Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.satuit.com · 30 Sept 2026
- Marketing
- SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.satuit.com · 30 Sept 2026
- Mobile
- Satuit provides a mobile version for phones and tablets.satuit.com · 30 Sept 2026
- Investor portal
- SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.satuit.com · 30 Sept 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 · 30 Sept 2026
- Support
- Support includes onboarding training, a dedicated support team, documentation and ongoing updates.satuit.com · 30 Sept 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 · 30 Sept 2026
- AI feature
- Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.satuit.com · 30 Sept 2026
- Company reach
- Satuit reports more than 750 clients across over 35 countries.satuit.com · 30 Sept 2026
Company
- Founded
- 1994satuit.com · 28 Sept 2026
- Headquarters
- San Antonio, Texas, United Statessatuit.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- satuit.com/products/asset-management-crm/· checked 30 Sept 2026
- satuit.com/pricing/· checked 30 Sept 2026
- satuit.com/features/client-portal/· checked 30 Sept 2026
- satuit.com/about-us/satuit-gdpr-compliance/· checked 30 Sept 2026
- satuit.com/faq/· checked 30 Sept 2026
- satuit.com/features/mcp-ai-layer/· checked 30 Sept 2026
- satuit.com/about-us/· checked 30 Sept 2026
- satuit.com· checked 28 Sept 2026