---
description: Learn how SatuitCRM can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: SatuitCRM Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [SatuitCRM](/software/2079339/satuitcrm)

# SatuitCRM

Canonical: https://www.getapp.co.nz/software/2079339/satuitcrm

> Satuit CRM is a cloud-based client relationship management solution tailored for asset management, private equity, and wealth management firms.
> 
> Verdict: Rated **4.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of SatuitCRM

Relationship Management - Specifically designed for asset managers, hedge funds, private equity, and wealth management, Satuit CRM supports complex relationship tracking across clients, prospects, and intermediaries.

Data Centralization - Satuit brings client and prospect information, communications, notes, and documents into a single, centralized hub, making it easier for teams to access essential data and provide consistent service.

Pipeline and Opportunity Management - Users can track sales opportunities, monitor pipeline stages, and forecast revenue, helping to identify growth areas and streamline business development.

Compliance-Ready Features - Built with compliance in mind, Satuit CRM includes secure data storage and activity logs, helping firms adhere to industry regulations and standards, including GDPR and SEC compliance.

Enhanced Reporting and Analytics - Customizable reports and dashboards provide insights into performance metrics, client behavior, and team productivity, supporting better decision-making.

Client Communication Tools - Features like integrated email tracking, activity tracking, and automated follow-ups ensure timely and personalized client engagement.

Seamless Integrations - Satuit CRM integrates with various financial tools and applications, such as document management systems, portfolio management, and email marketing platforms, improving workflow efficiency.

User-Friendly Interface - Designed for ease of use, Satuit CRM provides a clean, intuitive interface, reducing training time and enhancing user adoption across teams.

Flexible and Scalable - Satuit can be tailored to meet the specific needs of firms, regardless of size, with the flexibility to add features as the firm grows.

Secure Cloud-Based Access - Available as a cloud solution, Satuit CRM ensures secure access from anywhere, ideal for hybrid and remote work environments.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 3 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 3.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Satuit Technologies
- **Founded**: 1994

## Commercial Context

- **Pricing model**: Per User
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Belgium, Canada, Cayman Islands, Congo - Kinshasa, Denmark, Germany, Isle of Man, Luxembourg, Madagascar, Sweden, Switzerland, United Kingdom, United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customisable Reports
- Customizable Fields
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking

## Category

- [Investment Management Software](https://www.getapp.co.nz/directory/17/investment-portfolio-management/software)

## Related Categories

- [Investment Management Software](https://www.getapp.co.nz/directory/17/investment-portfolio-management/software)
- [Real Estate CRM Software](https://www.getapp.co.nz/directory/767/real-estate-crm/software)
- [Hedge Fund Software](https://www.getapp.co.nz/directory/1225/hedge-fund/software)
- [Financial CRM Software](https://www.getapp.co.nz/directory/1265/financial-crm/software)

## Alternatives

1. [Dynamo Software](https://www.getapp.co.nz/software/111429/dynamo) — 4.6/5 (34 reviews)
2. [DealCloud](https://www.getapp.co.nz/software/122515/dealcloud) — 4.5/5 (21 reviews)
3. [MadeMarket](https://www.getapp.co.nz/software/2061403/mademarket) — 4.8/5 (20 reviews)
4. [Backstop](https://www.getapp.co.nz/software/114289/backstop1) — 4.3/5 (46 reviews)
5. [PackHedge](https://www.getapp.co.nz/software/2080542/packhedge) — 4.9/5 (11 reviews)

## Reviews

### "SatuitCRM for Fund" — 4.0/5

> **Verified Reviewer** | *19 March 2019* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: SatuitCRM seems like a well fit for Wealth Management company.  The report created was appealing.  It does have great customer support and I think that is the strongest point it offers
> 
> **Cons**: the overall interface seems to be a bit aged compare with others like Salesforce.  Also, loading seems to be a issue (slowness)
> 
> It gests the work done\!\!  It has position itself well to be a great tool for Wealth Management company

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### "Satuit CRM System" — 4.0/5

> **Jelena** | *28 November 2016* | Investment Management | Recommendation rating: 10.0/10
> 
> At Alpha Real Capital, we have been Satuit users for almost one year. Although we have not had a chance to use all of the tools that Satuit offers, we have so far thoroughly enjoyed using the system and found it to be a valuable addition to our daily achievements. We further found the support team incredibly helpful and so the implementation process was finalised with ease which is a very important stage in order to have the system fully integrated and used regularly on a daily basis. Overall, Satuit system has been a very valuable addition to the business and we look forward to unlock other tools on offer as we continue to grow the business.

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### "Review after 3 months use of SatuitCRM" — 4.0/5

> **Sven** | *7 November 2018* | Venture Capital & Private Equity | Recommendation rating: 9.0/10
> 
> **Pros**: Userfriendliness, ease of use, very intuitive, easy to put data in, easy to get intelligence out of the CRM
> 
> **Cons**: Loading a screen sometimes takes a bit of time when the browser is retreiving data from the server
> 
> Very satisfied in how we keep track now of all our contacts, businesses, deal opportunities, etc. Saving much time as there is only 1 database (hence,  data input is done only once), after which you can easily get intelligence out of the system in a very intuitive way.

## Links

- [View on GetApp](https://www.getapp.co.nz/software/2079339/satuitcrm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/satuitcrm/> |
| en-AE | <https://www.getapp.ae/software/2079339/satuitcrm> |
| en-AU | <https://www.getapp.com.au/software/2079339/satuitcrm> |
| en-CA | <https://www.getapp.ca/software/2079339/satuitcrm> |
| en-GB | <https://www.getapp.co.uk/software/2079339/satuitcrm> |
| en-IE | <https://www.getapp.ie/software/2079339/satuitcrm> |
| en-NZ | <https://www.getapp.co.nz/software/2079339/satuitcrm> |
| en-SG | <https://www.getapp.sg/software/2079339/satuitcrm> |
| en-ZA | <https://www.getapp.za.com/software/2079339/satuitcrm> |

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