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SatuitCRM from Satuit Technologies
CRM solution specifically designed for investment professionals, featuring investor management, contact management, activity tracking, marketing list management, client reporting, client portal, and mobile access. Offers both cloud and on-premise deployment options.
More about Satuit Technologies
Product analysis by function
Investor Relationship Management (IRM) Systems for Client Relationship Management
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
More Investor Relationship Management (IRM) Systems
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Client Data Management
(9 Yes /9 Known /12 Possible features)
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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails. |
Contact management explicitly listed as core feature. | |
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Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence). |
Document management is highlighted, especially for investor agreements/KYC. | |
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Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance). |
CRM targets investor segmentation (by AUM, geography, etc.). | |
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Relationship Tree Mapping Visualize family relationships, institutional hierarchies, or multi-entity structures among clients. |
No information available | |
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360-Degree Client View Provide a single, unified dashboard view showing full client relationships, holdings, interactions, and service requests. |
Advertises a 360-degree client view/dashboard. | |
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Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.). |
Import/export of client data in common formats is a supported feature. | |
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Bulk Data Update Batch update client records efficiently. |
Bulk data import/update mentioned in migration and implementation context. | |
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Custom Fields Add user-defined fields to capture client-specific information. |
Custom fields supported for client-specific info. | |
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Audit Trail/History Logs Track changes to client records over time for compliance and accountability. |
Audit trail/change history is a compliance selling point. | |
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Duplicate Record Detection Automated identification and merging of duplicate client records. |
Duplicate record management/clean-up referenced in client record accuracy context. | |
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Record Capacity Maximum number of unique client records the system can store without performance impact. |
No information available | |
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Bulk Record Upload Speed Speed at which bulk records can be uploaded to the system. |
No information available |
Interaction & Communication Tracking
(10 Yes /10 Known /11 Possible features)
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Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events. |
Activity tracking including calls, meetings, emails is a core function. | |
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Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails. |
Outlook and Gmail integrations mentioned for full email sync. | |
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Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details. |
Meeting scheduling built-in, integrates with calendar tools. | |
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Call Notes Attach and store call notes and summaries to client profiles. |
Support for logging notes from calls; notes attach to client records. | |
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Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events. |
Task follow-up and reminders highlighted in feature set. | |
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Calendar Integration Sync client meetings and events with popular calendar tools. |
Calendar integrations (Outlook, Google) mentioned for scheduling and reminders. | |
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Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat). |
Automated communication tracking across email and activities described. | |
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Interaction Timeline Visualization Display chronological activity history for each client. |
System can display activity/interaction timeline for each client. | |
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Mass Email Campaigns Send personalized bulk emails or newsletters to client groups. |
Mass email/marketing list/campaign management included. | |
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Communication Volume Tracking Number of communications logged per client per month. |
No information available | |
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Automated Acknowledgement Send automated email acknowledgement to clients after documented interactions. |
Autoresponder/acknowledgment available for investor requests. |
Compliance & Regulatory Management
(6 Yes /6 Known /11 Possible features)
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KYC/AML Status Tracking Monitor and record Know-Your-Customer and Anti-Money Laundering review statuses. |
KYC/AML workflow management available (especially during onboarding). | |
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Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents). |
Regulatory documentation management supported (compliance documents stored per client). | |
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Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due. |
Automated compliance deadline alerts referenced for KYC/Regulatory milestones. | |
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Audit Trails Maintain detailed change logs for all client-related actions for regulatory review. |
Comprehensive audit trails are compliance feature for regulatory scrutiny. | |
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Sanctions List Screening Integration Screen clients against sanctions and watch lists. |
No information available | |
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MiFID II/ESG Suitability Records Track suitability assessments and investment appropriateness checks. |
No information available | |
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Consent Management Capture and manage client consents for data processing, marketing, etc. |
Consent for communications and compliance can be tracked/documented. | |
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Data Retention Policy Enforcement Implement and enforce document and data retention rules for compliance. |
No information available | |
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PEP (Politically Exposed Person) Workflow Flag and manage onboarding and relationship for PEP clients. |
No information available | |
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User Access Controls and Segregation of Duties Ensure access to sensitive client information is appropriately restricted by roles. |
Role-based access control/sensitive info restriction mentioned for compliance. | |
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Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review. |
No information available |
Investment & Account Management Integration
(9 Yes /9 Known /10 Possible features)
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Portfolio Data Integration Real-time or scheduled sync with portfolio management systems to display holdings and transactions in CRM. |
Investor holdings/portfolio data can be presented on client dashboard/portal. | |
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Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional). |
Multiple-account per client supported (personal, trust, institutional accounts, etc.). | |
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Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client. |
Cash flow tracking (contributions, redemptions, distributions) included. | |
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Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements. |
Performance reporting is core for investor CRMs. | |
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Automated Statement Generation Automatically produce and deliver periodic account statements to clients. |
Automatic generation and delivery of periodic statements for clients indicated. | |
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Fee Schedule Management Configure and store bespoke fee schedules for each client/account. |
Handles custom and standard fee schedules for client/account. | |
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Investment Mandate Tracking Track client-specific investment restrictions, benchmarks, and objectives. |
Investment restrictions and mandates per client can be tracked. | |
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Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals. |
Handling of contribution/redemption requests is described. | |
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Real-Time Data Refresh Frequency Speed/frequency at which portfolio and account data is refreshed. |
No information available | |
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Manual Data Override Capability Permit authorized staff to manually update investment/account data when needed. |
Manual override described as part of admin features. |
Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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Customizable Reporting Templates Create, modify, and save reusable templates for client, relationship, and pipeline reporting. |
Custom and reusable client reporting templates featured. | |
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Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule. |
Automated/scheduled reporting is described. | |
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Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates. |
Sales pipeline/opportunity tracking is provided for business development. | |
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Client Service Level Reporting Monitor service delivery against agreed SLAs for clients. |
No information available | |
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Export to Common Formats Export reports in formats such as PDF, Excel, or CSV. |
Export of client and report data in standard formats available. | |
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Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights. |
Interactive/dynamic dashboards referenced. | |
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Data Drill-down Capability Click through summaries to detailed underlying data in reports. |
Drill-down capability described for dashboard and reports. | |
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Ad-hoc Query/Report Builder Allow users to build and run custom queries/reports without coding. |
Ad hoc report/query builder available for users. | |
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Report Generation Speed Average time taken to generate complex standard reports. |
No information available | |
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Data Visualization Customization Change chart types, colors, and layouts as needed for reporting. |
Users can customize visualization formats in dashboards and reports. |
Workflow & Automation
(6 Yes /6 Known /10 Possible features)
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Onboarding Workflow Automation Automate steps and approvals in client onboarding, including KYC, account funding, and document collection. |
Onboarding workflows/automation available, particularly for investor KYC/document collection. | |
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Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules. |
Task routing/assignment part of workflow automation modules. | |
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Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions). |
No information available | |
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SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests. |
SLA monitoring/alerts present for client requests and workflows. | |
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Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows. |
No information available | |
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Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes. |
Automated record updates as workflow outcomes included in admin configuration. | |
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Exception Handling Detect and manage exceptions or errors in workflows for manual intervention. |
No information available | |
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Integration with Digital Signature Platforms Route workflow documents to e-signature platforms (e.g., DocuSign, Adobe Sign). |
Integration with DocuSign and other signature platforms available. | |
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Workflow Throughput Number of workflow steps processed per hour under typical load. |
No information available | |
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Pre-built Workflow Templates Access to templates for standard processes (e.g., onboarding, due diligence). |
Pre-built workflow templates (especially for onboarding) provided. |
Integration & API Capabilities
(8 Yes /8 Known /10 Possible features)
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Open API Availability Provide well-documented APIs for inbound/outbound data exchange. |
Open API described as part of integration offering. | |
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Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms. |
Third-party integration marketplace (fund admin/custodian/marketo, etc.) mentioned. | |
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Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth). |
Single Sign-On integration (SAML/OAuth) mentioned. | |
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Data Synchronization Frequency Minimum interval for data synchronization with external systems. |
No information available | |
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Custom Webhooks Support outbound notifications of data events to third-party systems via webhooks. |
Webhooks and event-driven outbound integration supported. | |
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File-Based Imports/Exports Automate bulk data exchange using flat files (SFTP, FTP, etc.). |
Supports scheduled/bulk file import/export for integration. | |
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Plug-and-Play Data Connectors Pre-built connectors for leading custodians, fund administrators, and market data sources. |
Plug-and-play connectors for custodians, fund admins highlighted in materials. | |
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Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps. |
Mobile app integration mentioned as part of mobile feature set. | |
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API Transaction Rate Limit Maximum allowed API transactions per minute. |
No information available | |
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API Documentation Completeness Level of detail in API documentation (e.g., endpoints, error handling, sample code). |
API documentation/public API developer portal referenced on vendor site. |
User Experience (UX) & Accessibility
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Allow users to personalize data layouts, views, and notifications. |
Dashboards and UI can be customized for user/data preference. | |
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Mobile Device Support Native or fully responsive web interface for tablets and smartphones. |
Mobile device support through native apps and responsive web portal. | |
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Keyboard Navigation and Screen Reader Support Fully accessible via keyboard navigation and compatible with screen readers. |
No information available | |
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Multi-Language Support Offer interface translations for global user base. |
Multi-language interface options/translation mentioned as available. | |
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In-app Guidance and Tutorials Embed self-serve tutorials and contextual help. |
In-app tutorials and help documentation included. | |
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User Role Personalization Customize UI and permissions based on role/department. |
Role-based interface customization available. | |
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Search & Global Filtering Provide a powerful search bar for quick data access. |
Search and global filtering is a core feature in CRM. | |
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Theme and Font Adjustments Adjust colors and font size for accessibility needs. |
No information available | |
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Average Page Load Time Average time to fully load a user dashboard. |
No information available | |
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Notifications & Alerts Center Centralized notification center for upcoming tasks, deadlines, or requests. |
Notifications/alerts center described for tasks, deadlines, reminders. |
Security & Privacy
(7 Yes /7 Known /10 Possible features)
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Role-Based Access Control (RBAC) Allow precise user access to client data and features based on role. |
Role-based access controls for user management featured. | |
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Multi-Factor Authentication (MFA) Require multiple identity verification steps for access. |
Multi-factor authentication mentioned for access security. | |
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End-to-End Encryption Encrypt data in transit and at rest. |
Describes end-to-end encryption of data at-rest and in-transit. | |
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Audit Logs for User Activity Track and report all significant user actions for audit purposes. |
Audit logs for user activity available for compliance. | |
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Data Masking and Redactions Hide sensitive information except for authorized users. |
No information available | |
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GDPR/CCPA Compliance Features Facilitate right-to-access, right-to-be-forgotten, and other privacy rights. |
GDPR and CCPA compliance features referenced in marketing and legal docs. | |
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Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access. |
Single Sign-On for secure access included via SAML/OAuth. | |
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Real-Time Threat Monitoring Monitor for suspicious login or data access activity in real time. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
Session timeout for inactivity covered under security best practices. | |
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Data Backup Frequency Frequency of automatic system backups for disaster recovery. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously without performance degradation. |
No information available | |
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Uptime Guarantee Percentage of time system is available, factoring in maintenance/downtime. |
No information available | |
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Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically. |
Elastic/auto-scaling described for cloud deployment. | |
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Response Time Under Peak Load Average response time with system at peak user/data load. |
No information available | |
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Maximum Supported Client Entities Total number of client groups/accounts the system can support effectively. |
No information available | |
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Data Storage Capacity Amount of data (documents, communications, logs) that can be stored. |
No information available | |
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Disaster Recovery Time Objective (RTO) Time required to restore system to operation after a failure. |
No information available | |
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Batch Processing Speeds Speed at which batch operations (uploads/exports/workflows) are completed. |
No information available | |
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Global Data Center Locations Number of available data center hosting locations. |
No information available | |
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High-Availability Architecture Designed for redundancy and failover to minimize downtime risks. |
High-availability architecture available for cloud/SaaS deployment. |
Support & Vendor Services
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Availability Access to support staff around the clock for urgent issues. |
24/7 technical support commitment referenced. | |
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Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation. |
Dedicated account manager assigned by vendor. | |
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Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration. |
Professional implementation/migration services described. | |
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User Training Programs Vendor-provided initial and ongoing user training options. |
User and admin training included in onboarding. | |
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User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides. |
User community, help center, and knowledge base available online. | |
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Customization Services Vendor support for custom features, fields, or integrations. |
Vendor offers professional customization for features/fields. | |
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Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features. |
Contractual SLA uptime commitment mentioned in cloud offering. | |
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Product Update Frequency How often the vendor delivers new features/enhancements. |
No information available | |
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Issue Resolution Average Time Typical time to resolve high-priority support tickets. |
No information available | |
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User Feedback Mechanism Direct channel for submitting suggestions and product feedback. |
User feedback/suggestion channel available through portal/support. |
Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
More Fundraising CRM Systems
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Contact & Relationship Management
(10 Yes /10 Known /13 Possible features)
|
Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
SatuitCRM specifically advertises robust contact management and LP information tracking. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
Product highlights include activity tracking, emails, meetings, and engagement logs. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
No information available | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
SatuitCRM advertises customizable data fields and layouts. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk import/export of contacts is a standard CRM feature and is referenced in SatuitCRM documents. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced filtering and search is a promoted function in SatuitCRM marketing materials. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
SatuitCRM provides data hygiene features, including duplicate detection. | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Contact-to-company association and organization-centric views are included in SatuitCRM. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
Activity timelines are supported as part of relationship/engagement tracking. | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
Record/account assignment is part of workflow in SatuitCRM. | |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
No information available | |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
No information available | |
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Permission Controls User-based access to sensitive contact data and relationship details. |
SatuitCRM mentions user permissions and data protection in its feature set. |
Fund Tracking & Pipeline Management
(10 Yes /10 Known /13 Possible features)
|
Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
Fundraising pipeline visualization (Kanban/list) referenced in product literature. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Pipeline stages can be customized according to firm process. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Opportunity/deal tracking is a standard CRM feature, supported by SatuitCRM. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Commitment tracking for LPs is in feature list. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Multiple-fund support is explicit as SatuitCRM targets complex fund managers. | |
|
Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
No information available | |
|
Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
Closed/lost reasons can be tracked as part of pipeline reporting. | |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Forecasting tools for pipeline is a stated capability. | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
Weighted pipeline valuation is listed amongst SatuitCRM's reporting options. | |
|
Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
Notifications and activity alerts are described for follow-up and deadline tracking. | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
No information available | |
|
Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Comprehensive note-taking is a core CRM function and mentioned. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
No information available |
Investor Communication & Reporting
(8 Yes /8 Known /12 Possible features)
|
Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Bulk email features, including personalization and targeted list management, are listed. | |
|
Template Library Pre-built email and document templates for consistent communication. |
Document and email templates/clones for standard client communication included. | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
Mail merge and automated personalization of emails referenced under communications. | |
|
Read/Engagement Tracking Monitor which investors engage with sent materials. |
No information available | |
|
Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Event management—including invitations and attendance—supported by SatuitCRM. | |
|
Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Client portal offers secure document/report distribution to LPs. | |
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File Versioning Track versions of documents distributed to investors. |
No information available | |
|
Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
No information available | |
|
Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
Automated reminders for meetings and deadlines are mentioned as a feature. | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Client portal is a core SatuitCRM capability, enabling secure investor communications. | |
|
Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
SatuitCRM lists SMS, email, and call logging across channels. | |
|
Consent Management Track legal/communications consent and preferences for each investor. |
No information available |
Integration & Data Connectivity
(7 Yes /7 Known /12 Possible features)
|
Email Integration Seamlessly connect with major email clients to sync correspondence. |
SatuitCRM integrates with Outlook and other major email clients. | |
|
Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Integration with Outlook and Google Calendar for meeting/event tracking provided. | |
|
API Access Open API for custom integrations with proprietary or third-party systems. |
SatuitCRM public documentation references open API for third-party integrations. | |
|
Data Import Tools Import data from spreadsheets or legacy CRMs. |
Data import from legacy CRM and spreadsheets supported in migration/onboarding. | |
|
Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Support for .CSV and other data export formats (+PDF, XLSX), referenced. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
No information available | |
|
Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
SSO/SAML integration referenced in SatuitCRM technical documentation. | |
|
Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
References to integration with Box, Dropbox, Docusign, Google Drive can be found. | |
|
Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
No information available | |
|
Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
No information available | |
|
Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
No information available | |
|
Real-time Data Updates Immediate syncing and updates across all integrations. |
No information available |
Reporting & Analytics
(10 Yes /10 Known /12 Possible features)
|
Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Custom dashboard and reporting capability is highlighted for SatuitCRM. | |
|
Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics including visualization is core in SatuitCRM. | |
|
Activity Reporting Reports on team or individual activity volumes over time. |
Activity and team/individual reporting are core SatuitCRM features. | |
|
Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
No information available | |
|
Historical Fundraising Analysis View trends across past and active fundraises. |
Fundraising trend analysis across time is a standard CRM report. | |
|
Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
Investor segmentation and attribute-based breakdowns are available. | |
|
Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
Analysis of lost/closed deals by reason is referenced as a reporting drilldown. | |
|
Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable reports output (PDF/Excel) is documented. | |
|
Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Visualization of pipeline and activities is available in custom dashboards. | |
|
Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
Schedule email reports is an available function per Satuit documentation. | |
|
Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Custom report builder (drag/drop) is a SatuitCRM highlight. | |
|
Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
Security & Compliance
(6 Yes /6 Known /12 Possible features)
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
RBAC and user permissions are a key security/compliance feature. | |
|
Data Encryption Encryption of data at rest and in transit. |
SatuitCRM employs data encryption at rest and in transit (industry standard, confirmed in security sheet). | |
|
Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Audit trail and logging for compliance are part of SatuitCRM (see compliance documents). | |
|
GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
No information available | |
|
Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Multi-factor authentication is available as an option for secure access. | |
|
Data Retention Policies Automated data retention scheduling and purging of expired records. |
No information available | |
|
Regular Security Updates Consistent patching and security improvements by the vendor. |
Regular security updates and patching cadence are listed in vendor documentation. | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
No information available | |
|
End-User Privacy Controls Investor-facing privacy and data preferences settings. |
No information available | |
|
Breach Notification Workflow Automated processes for handling and communicating data breaches. |
No information available | |
|
Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
Secure document storage for sensitive files is included via client portal and CRM. | |
|
Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
No information available |
Activity & Task Management
(6 Yes /6 Known /12 Possible features)
|
Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task assignment – including due dates/owner – is core activity management. | |
|
Task Reminders Automated reminders for upcoming and overdue activities. |
Task/activity reminders are provided across the platform. | |
|
Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
No information available | |
|
Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
No information available | |
|
Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Meeting scheduling and invites with calendar sync are supported features. | |
|
Comments & Mentions Collaborate through comment threads and @mentions within records. |
No information available | |
|
Progress Tracking View progress bars or dashboards showing task/completion statuses. |
Progress dashboards and tracking of task/deal status included in SatuitCRM. | |
|
Task Prioritization Flag or rank tasks for importance or urgency. |
Tasks can be flagged and organized by priority/urgency according to specifications. | |
|
Mobile Task Management Full-featured task management on mobile apps. |
SatuitCRM offers mobile app access, including task management. | |
|
Activity Logging API Log activities programmatically from external sources. |
No information available | |
|
Time Tracking Track and report on time spent per task or activity. |
No information available | |
|
Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
No information available |
User Experience & Access
(3 Yes /3 Known /11 Possible features)
|
Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Customizable homescreens, record layouts, fields, and dashboards (indicated in user guide). | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
Mobile app available per SatuitCRM materials. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
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Multi-language Support Localized UI for global teams or LPs. |
No information available | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
No information available | |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
No information available | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick add from email and rapid record input is described in product workflow. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
No information available | |
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Dark Mode User-selectable dark/light display settings. |
No information available | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
No information available | |
|
Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
No information available |
Onboarding, Support & Training
(7 Yes /7 Known /10 Possible features)
|
Guided Onboarding Structured onboarding sessions with a product specialist. |
SatuitCRM offers guided onboarding and live product specialist support. | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Assisted migration from other CRMs is included as onboarding service. | |
|
Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
User help center, online resource library, and documentation are referenced. | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
No information available | |
|
Dedicated Account Manager A single point of contact for ongoing account and product support. |
Dedicated account manager is listed under SatuitCRM's client support. | |
|
Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
No information available | |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
Live and on-demand (recorded) training is part of onboarding. | |
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Product Update Notifications Automated alerts about new features or changes. |
Product update release notifications are referenced in support documents. | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
No information available | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
Custom configuration and workflow tailoring are part of SatuitCRM's implementation process. |
Data Quality & Maintenance
(1 Yes /1 Known /11 Possible features)
|
Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
No information available | |
|
Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
No information available | |
|
Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
No information available | |
|
Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk record updating and mass changes are enabled in the platform. | |
|
Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
No information available | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
No information available | |
|
Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
No information available | |
|
Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
No information available | |
|
Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
No information available | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
No information available | |
|
Permission-based Data Editing Restrict edit access by team, department, or role. |
No information available |
Customization & Scalability
(10 Yes /10 Known /11 Possible features)
|
Custom Objects & Workflows Add new record types or automate complex processes. |
Custom objects and workflows can be created for unique business needs. | |
|
Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Custom fields can be created, edited, or deleted at the admin level. | |
|
Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
User licenses are flexible and SatuitCRM supports team scaling. | |
|
Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multi-fund, multi-entity, and cross-jurisdictional support is described on main product pages. | |
|
Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Workflow automation is available via triggers and process builder tools. | |
|
White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
White labeling and portal branding are options for SatuitCRM clients. | |
|
High Load/Record Capacity Ability to support large databases and high daily user activity. |
undefined Multi-million record capacity (high-load) is referenced in SatuitCRM infrastructure details. |
|
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
SatuitCRM is modular with analytic/portal options that can be enabled per client need. | |
|
Permission Customization Granular control over what each user can see and do. |
Permission customization at the user, team, and data level is highlighted in security features. | |
|
Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Notifications can be tailored, including emails and in-app reminders. | |
|
No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No information available |
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