FamilyOffice.com Deal Pipeline CRM vs SatuitCRM
FamilyOffice.com Deal Pipeline CRM
familyofficer.comSatuitCRM
satuit.comSide by side
| Figure | FamilyOffice.com Deal Pipeline CRM | SatuitCRM |
|---|---|---|
| Price from | — | $150/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 3 |
| Spec score · Investor Relationship Management Software | 7.1 (#23) | 7.6 (#11) |
| Compliance | The maker says it does not assert third-party compliance certifications it has not implemented. | The platform includes legal and compliance workflow management, reporting and comprehensive audit trails. |
| Integrations | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. | Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners. |
| Purpose | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee. | SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments. |
Plans
SatuitCRM
- Satuit Essentials$150 a month
- Satuit Premium$200 a month
- Satuit Enterprise$300 a month
In their own words
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM has no write-up on Specifiction yet; its figures are above.