---
description: Learn more about SatuitCRM pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: SatuitCRM Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [SatuitCRM](/software/139631/satuitcrm)

# SatuitCRM

Canonical: https://www.capterra.ca/software/139631/satuitcrm

> Customer relationship management (CRM) solution for buy-side investment professionals for the asset management industry.
> 
> Verdict: Rated **4.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses SatuitCRM?

Financial CRM solution built specifically to address the challenges of investment management professionals to track complex relationships, sales opportunities and historical client information.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 3 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support Software | 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

- Activity Dashboard
- Campaign Management Software
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Document Management Software
- Email Marketing Software
- Email Templates
- Investments Tracking
- Investor Reporting
- Lead Management Software
- Marketing Automation Software
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Workflow Management Software

## Category

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [Real Estate CRM Software](https://www.capterra.ca/directory/30926/real-estate-crm/software)
- [Hedge Fund Software](https://www.capterra.ca/directory/10060/hedge-fund/software)
- [Financial CRM Software](https://www.capterra.ca/directory/30562/financial-crm/software)

## Alternatives

1. [Backstop](https://www.capterra.ca/software/169054/backstop) — 4.3/5 (46 reviews)
2. [Dynamo Software](https://www.capterra.ca/software/67068/dynamo) — 4.6/5 (34 reviews)
3. [DealCloud](https://www.capterra.ca/software/139967/dealcloud) — 4.5/5 (21 reviews)
4. [MadeMarket](https://www.capterra.ca/software/1033660/mademarket) — 4.8/5 (20 reviews)
5. [PackHedge](https://www.capterra.ca/software/164389/packhedge) — 4.9/5 (11 reviews)

## Reviews

### "SatuitCRM for Fund" — 4.0/5

> **Verified Reviewer** | *March 19, 2019* | Financial Services Software | 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** | *November 28, 2016* | Investment Management Software | 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** | *November 7, 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 Capterra](https://www.capterra.ca/software/139631/satuitcrm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/139631/SatuitCRM/> |
| en-AE | <https://www.capterra.ae/software/139631/satuitcrm> |
| en-AU | <https://www.capterra.com.au/software/139631/satuitcrm> |
| en-CA | <https://www.capterra.ca/software/139631/satuitcrm> |
| en-GB | <https://www.capterra.co.uk/software/139631/satuitcrm> |
| en-IE | <https://www.capterra.ie/software/139631/satuitcrm> |
| en-IL | <https://www.capterra.co.il/software/139631/satuitcrm> |
| en-IN | <https://www.capterra.in/software/139631/satuitcrm> |
| en-NZ | <https://www.capterra.co.nz/software/139631/satuitcrm> |
| en-SG | <https://www.capterra.com.sg/software/139631/satuitcrm> |
| en-ZA | <https://www.capterra.co.za/software/139631/satuitcrm> |

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