Highlights : About SatuitCRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Details
Benefits
Easy capture and sharing of sales and client investor information
Track complex relationships including consultants
Pull data from CRM directly to Outlook for smart communications
Integrates with portfolio accounting and transfer agent data
Mobile version available for phones and tablets