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SatuitCRM Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.6
Commerce, E-Commerce Software

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Description of SatuitCRM

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.

Reviews

Global ratings 2
  • 5
    1
  • 4
    1
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Great platform especially great features

I am using this CRM to keep track of my clients in real time so that we can have more personal contact with them by having their information directly available at our fingertips as well as being able update it through an API or webhooks system if needed. The interface is very intuitive once you get used to how everything works but there are times when some actions seem like they might be slow compared to what other platforms would do (i think maybe due to its size?). It's not perfect yet…

Pros
  • Good visual design
  • Easy integration features, no coding required.
  • Integration support from major exchanges
Cons
  • So-so

Revainrating 4 out of 5

Intuitive & easy CRM for small business

The best part of this app is that it has an inbuilt CRMS which helps to manage all your client's information at one place so you can easily track their activities from anywhere with ease! I don't like how sometimes there are errors while updating data or adding new clients but overall its good as far i have used till now! It would be great if they add more features such auto update when we change our emails etc.. Also need some improvement regarding mobile version since most people use mobiles

Pros
  • In built CRM
  • User friendly interface (easy navigation)
  • Mobile application available for android phones tooo
  • Easy updates through email notifications, SMS & push notification(if enabled)
Cons
  • Sometimes error occurs during saving changes
  • Not much customization options