SatuitCRM
SatuitCRM: A configurable investor CRM with fundraising, LP reporting, portals, and portfolio oversight. Ranked #4 of 25 in Investor Relationship Management Software by our editors (8.9/10); pricing: Paid; best for investor-relations teams needing reporting controls.
At a glance
- Editor score8.9 / 10
- PricingPaid
- Best forInvestor-relations teams needing reporting controls
- Free planNo
- Email syncYes
- Founded1994 · San Antonio, Texas, United States
- Facts checked20 Sep 2026
Where it wins
- Combines investor records, fundraising, LP reporting, and portfolio oversight
- Includes compliance tracking, audit trails, secure portals, and document management
- Offers web, iOS, Android, API, and Satuit2GO mobile access
Where it doesn't
- Paid product with no free plan
- Premium and Enterprise require five users
- A personalized demo is offered instead of a free trial
Our verdict on SatuitCRM
SatuitCRM is a configurable relationship-management platform for buy-side investment firms, including private equity, asset management, hedge funds, wealth managers, family offices, and real estate funds. It brings investor and contact records, fundraising and deal pipelines, LP reporting workflows, portfolio oversight, compliance tracking, document management, capital calls, distributions, and investor communications into one system. Teams can access it through the web, iOS, Android, and API, with mobile CRM functionality provided through Satuit2GO.
The plan structure is centered on three paid tiers. Satuit Essentials includes SatuitCRM and Satuit2GO mobile access. Satuit Premium adds SSO/SAML integration, an extended data model, eMarketing integration, SatuitSIP Secure Investor Portal, and DocuSign integration. Satuit Enterprise includes the same listed capabilities as Premium. The plans have a three-user minimum, while Premium and Enterprise require five users. A personalized demo is available rather than a free trial, making the product more suitable for firms evaluating a structured deployment than for teams seeking a self-serve trial.
Its strongest fit is for investor-relations teams that need reporting controls across fundraising, LP records, portfolio activity, compliance, and communications. Outlook and Gmail integration support email capture, while integrations with DocuSign, Zapier, Pipedream, Constant Contact, Act-On, Dotdigital, and investment-data providers extend the surrounding workflow. Secure investor-portal functionality, custom dashboards, audit trails, and capital-call management broaden its operational scope. Firms wanting a focused, lightweight contact manager or an immediately self-serve product should look elsewhere; firms needing configurable investor operations across multiple functions should consider SatuitCRM.
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SatuitCRM pricing
All 3 SatuitCRM plans and prices →
SatuitCRM fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Contact limit | Not verified |
| Email sync | Yes |
| Deal pipeline | Yes |
| LP and investor records | Yes |
| Portfolio tracking | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Self-hosted, Desktop, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR |
| Support | Email, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 14 integrations: DocuSign, Zapier, Pipedream, Constant Contact, Act-On, Dotdigital … See all → |
| Pricing | Paid (source) |
| Website | satuit.com |
| Facts checked | 20 Sep 2026 |
SatuitCRM integrations
SatuitCRM lists 14 integrations on its own site.
- DocuSign
- Zapier
- Pipedream
- Constant Contact
- Act-On
- Dotdigital
- Redi2 Technologies
- SS&C
- Broadridge
- FIN Searches
- Seismic
- S&P Global
- Outlook/Office 365
- Gmail
See all SatuitCRM integrations →
Alternatives to SatuitCRM
- Juniper SquareA broad investor-relations platform for funds managing fundraising, LP data, and communications.9.4
- 4DegreesA relationship-focused CRM with scoring, warm-introduction paths, and firm-wide visibility.9.2
- Dynamo CRM & Deal ManagementA configurable, cloud-based CRM for mature alternative investment firms with complex workflows.9.0
See all SatuitCRM alternatives →
SatuitCRM vs the competition
- SatuitCRM vs Juniper Square
- SatuitCRM vs 4Degrees
- SatuitCRM vs Dynamo CRM & Deal Management
- SatuitCRM vs Visible
- SatuitCRM vs Navatar
- SatuitCRM vs Allvue Investor & Investment Management
Compare SatuitCRM with any tool side by side →
Also Ranked In
SatuitCRM is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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