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Satuit Technologies

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3 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.3
Serving customers since
1994
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Satuit Technologies Reviews

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DK
Daniel K.
06/12/2023
Validated Reviewer
Review source: Organic

A very good CRM Database with many features and flexibility in using the data set.

The best feature is the Service I received when I had questions or issues that I could not solve myself.
SC
Sandra C.
06/05/2023
Validated Reviewer
Review source: Organic

Excellent software; outstanding customer support

The software meets our CRM needs and is continually being improved upon. The client relations team is outstanding and always available to assist us. Also, training webinars are offered regularly.
Avesh K.
AK
Avesh K.
Software Tester at Amitysoft Technologies
10/28/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Cost effective and very easy to implement.

This application's beautiful and intuitive UI works fabulously; within a week, everyone can become a master with this. It is highly cost-effective and effortless to implement. Fund distribution and wealth management are the highly used features. It also provides support for sales and lead management, which works perfectly. Their support team is always active 24/7 on chat and phone calls.

About

Contact

HQ Location:
San Antonio, US

Social

@SatuitCRM

What is Satuit Technologies?

Satuit Technologies is a company that specializes in providing customer relationship management (CRM) and reporting solutions specifically tailored for asset management and wealth management firms. Their software is designed to enhance client reporting, sales, marketing, and client service processes, ultimately helping investment professionals to manage client interactions more efficiently. Satuit Technologies offers customizable solutions, enabling firms to adapt the software to meet their specific business needs. The company's headquarters is located in the United States, and they serve a global clientele.

Details

Year Founded
1994