SatuitCRMSatuit Technologies
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Related Products
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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.
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About
fylt is all-in-one client management software for service businesses. It combines a client CRM, appointment scheduling, project management, invoicing and billing, e-signature contracts, a white-label client portal and a support desk into one platform, with AI drafting assistance built in. Because every module shares the same client record, updating one thing updates the rest automatically. It is a direct alternative to running HoneyBook, Dubsado, Bonsai, Calendly and Monday side by side, and starts with a free 3-month trial with no credit card required.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Service Industry
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Audience
Prosumers, agencies, consultants, interior designers, legal practices, creative studios, startups, enterprises
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$25
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSatuit Technologies
Founded: 1994
United States
www.tier1fin.com/satuit
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Company Informationfylt
Founded: 2026
fylt.app
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
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Integrations
Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
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