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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.
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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.
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Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
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