Satuit CRM

Satuit Technologies, Inc. provides On-Demand and On-Premise vertical market sales force automation (SFA) and client relationship management (CRM) solutions. Satuit CRM provides clients with the tools necessary to boost sales, meet their customer needs better, master information-intensive business relationships, and reduce costs. Satuit prides itself on ensuring effective, quick implementation and high rates of client retention by providing advanced software and excellent customer service support.

Satuit CRM Pricing

Contact Satuit Technologies for pricing information.

Customer Focus

Satuit CRM solutions are helpful for financial service firms, but serve companies from a wide range of industries.

Satuit CRM Key Features

Entertainment and Gift Management

  • Document Processing
  • Centralized Tracking of all Touch Points
  • Sales and Marketing

  • Sales Pipeline Reporting
  • Activity Tracking and Reporting
  • Campaign Management
  • Consultant Relations

  • Track Consultant Clients/Opportunities by Clients
  • Client Retention

  • Negligence Reporting
  • Service Plan Management
  • Call & Meeting Tracking
  • Communications
  • Client Communications

  • Investor Reporting
  • Routine Mailing and Updates
  • Client Portals
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