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SatuitCRM Mobile from Satuit Technologies
SatuitCRM Mobile offers mobile meeting management specifically for investment professionals, with features for preparing meeting briefs, capturing meeting notes, associating notes with opportunities, logging calls, creating follow-up tasks, and accessing client information offline.
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Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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