SatuitCRM

6.3easy start · #19of 25
in Investor Relationship Management Software

Free to practise onno
Well documentedyes
Runs where you workyes

Runs on Android, api, Browser, iOS, self-hosted, Web. Paid plans from $150/mo.

SatuitCRM is ranked #19 of 25 in investor relationship management software on The Geeks Club. It runs on Android, API, Browser extension, iOS, Self-hosted, Web. There is no free plan. Paid plans start at $150/mo.

SatuitCRM plans and pricing

All plans

Satuit Essentials $150/mo per user minimum 3 users · 1 GB per user satuit.com · 30 Sept 2026

Satuit Premium $200/mo per user minimum 5 users · 4 GB per user satuit.com · 30 Sept 2026

Satuit Enterprise $300/mo per user minimum 5 users · 10 GB per user satuit.com · 30 Sept 2026

Compared on investor relationship management software

Free plan: No
Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Portfolio tracking: Yes
Mobile app: Yes

Best SatuitCRM alternatives

See all 20

Relate Fundraising CRM Lesson 18.0 Nautis Fundraising CRM Lesson 27.0 Visible Lesson 37.0 CAPLINK CRM Lesson 46.9 Dealtable Lesson 56.9 Clienteer Lesson 66.8

The record

Purpose: SatuitCRM is asset-management CRM software for institutional asset managers, private equity, wealth managers, hedge funds and alternative investments.
Deployment: The software can be implemented as a cloud solution or installed on the customer’s servers.
Relationship tracking: SatuitCRM tracks emails, phone calls, meetings, presentations and investor reports.
Business development: Sales teams can track RFPs, fund flows and additions to existing accounts, with opportunity and overdue-activity alerts.
Compliance: The platform includes legal and compliance workflow management, reporting and comprehensive audit trails.
Integrations: Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners.
Marketing: SatuitCRM supports e-marketing integrations with vendors such as Act-On, Constant Contact and Mailchimp.
Mobile: Satuit provides a mobile version for phones and tablets.
Investor portal: SatuitSIP provides 24/7 self-service access to account data, documents and forms through a shared CRM data layer.
Security and privacy: Satuit states that it is GDPR compliant and stores production data in Microsoft data centers in Toronto and Quebec City, Canada.
Support: Support includes onboarding training, a dedicated support team, documentation and ongoing updates.
Implementation: Satuit says implementation typically includes software setup, configuration, training and ongoing support and ranges from a few days to a few weeks.
AI feature: Satuit Agent is a paid add-on for v18.4 firms and requires the Satuit API to be enabled.
Company reach: Satuit reports more than 750 clients across over 35 countries.
Price from: $150/mo

Where it ranks on The Geeks Club

Best Investor Relationship Management Software in 2026#19 of 25

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Sources

satuit.com/products/asset-management-crm/· checked 30 Sept 2026
satuit.com/pricing/· checked 30 Sept 2026
satuit.com/features/client-portal/· checked 30 Sept 2026
satuit.com/about-us/satuit-gdpr-compliance/· checked 30 Sept 2026
satuit.com/faq/· checked 30 Sept 2026
satuit.com/features/mcp-ai-layer/· checked 30 Sept 2026
satuit.com/about-us/· checked 30 Sept 2026
satuit.com· checked 28 Sept 2026