SatuitCRM

Spec sheet

Purpose

SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.Read 30 Sep 2026 · satuit.com

Deployment

The software can be implemented as a cloud solution or installed on the customer’s servers.Read 30 Sep 2026 · satuit.com

Integrations

Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.Read 30 Sep 2026 · satuit.com

Compliance

The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.Read 30 Sep 2026 · satuit.com

Support

Support includes onboarding training, a dedicated support team, documentation and ongoing updates.Read 30 Sep 2026 · satuit.com

Headquarters

San Antonio, Texas, United StatesRead 28 Sep 2026 · satuit.com

Founded

1994Read 28 Sep 2026 · satuit.com

AI feature

Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.Read 30 Sep 2026 · satuit.com

Business development

Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.Read 30 Sep 2026 · satuit.com

Company reach

Satuit reports more than 750 clients across over 35 countries.Read 30 Sep 2026 · satuit.com

Implementation

Satuit says implementation typically includes software setup, configuration, training and ongoing support and ranges from a few days to a few weeks.Read 30 Sep 2026 · satuit.com

Investor portal

SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.Read 30 Sep 2026 · satuit.com

Marketing

SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.Read 30 Sep 2026 · satuit.com

Mobile

Satuit provides a mobile version for phones and tablets.Read 30 Sep 2026 · satuit.com

Relationship tracking

SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.Read 30 Sep 2026 · satuit.com

Security and privacy

Satuit states that it is GDPR compliant and stores production data in Microsoft data centers in Toronto and Quebec City, Canada.Read 30 Sep 2026 · satuit.com

Plans and prices

Every SatuitCRM plan and price →

Where Specifiction places it

• Investor Relationship Management Software#11 of 257.6