SatuitCRM

SatuitCRM

Satuit Technologies
+
+

Related Products

  • Act!
    40 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • ActiveCampaign
    17,180 Ratings
    Visit Website
  • Odoo
    1,641 Ratings
    Visit Website
  • Klaviyo
    5,288 Ratings
    Visit Website
  • Pipeliner CRM
    750 Ratings
    Visit Website
  • GetResponse
    1,774 Ratings
    Visit Website
  • Pipedrive
    10,300 Ratings
    Visit Website
  • Knak
    158 Ratings
    Visit Website
  • Letsignit
    213 Ratings
    Visit Website

About

CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.

About

Acquired by Tier1 Financial Solutions in 2021, Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for Buy-Side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Customer, Small Businesses, Enterprises, Hotel, Healthcare, Real Estate

Audience

Financial Service Industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$59/month/5 Users
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CrmOne
Founded: 2022
United States
www.crmone.com

Company Information

Satuit Technologies
Founded: 1994
United States
www.tier1fin.com/satuit

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Pinnakl CRM

Pinnakl CRM

Pinnakl

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud

Integrations

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
Claim CrmOne and update features and information
Claim CrmOne and update features and information
Claim SatuitCRM and update features and information
Claim SatuitCRM and update features and information