SatuitCRM
172
Description
SatuitCRM is a financial customer relationship management software designed for buy-side investment professionals. It enables users to track emails, phone calls, meetings, presentations, and investor reports, streamline account opening and processing, capture and share sales and client data in real-time, manage legal and compliance workflow, handle the complexity of investment sales, client service, and compliance regulations, organize travel planning and roadshows, and monitor new RFP’s, fund flows, and additions to existing accounts. Features include custodial data management, lead generation, portfolio accounting, DocuSign eSignature integration, and compliance workflow management.
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Companies Currently Using SatuitCRM
| Company Name | Website | Address | City | Zip | Employee Range | Top Level Industry | Sub Level Industry | Revenue (USD) | Phone |
|---|---|---|---|---|---|---|---|---|---|
| First Republic Bank | firstrepublic.com | 111 Pine St | San Francisco | 94111 | "From 5,000 to 9,999" | Finance | Banking | "Over $1,000,000,000" | (415) 392-1400 |
| TOTAL | totalenergies.com | T Otalenergie Se La Defense 6 2 Place Jean Millier | Courbevoie | 92400 | "Above 10,000" | "Energy, Utilities & Waste Treatment" | Oil & Gas Exploration & Services | "Over $1,000,000,000" | |
| Origin Energy | originenergy.com.au | 610 Oconnell St | Sydney | 2000 | "From 5,000 to 9,999" | "Energy, Utilities & Waste Treatment" | "Electricity, Oil & Gas" | "Over $1,000,000,000" | |
| MWM | mwm.net | 490 Prospect St | Salem | 44460-2627 | "From 1,000 to 4,999" | Manufacturing | "Industrial Machinery, Supplies & Equipment" | "From $50,000,000 to $99,999,999" | (330) 337-6127 |
| Evalueserve | evalueserve.com | Schutzengraben 20 | Schaffhausen | 8200 | "From 1,000 to 4,999" | Technical | Software Manufacturers | "From $200,000,000 to $499,999,999" |
