List of SatuitCRM Customers
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Since 2010, our global team of researchers has been studying SatuitCRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SatuitCRM for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SatuitCRM for CRM and Investor Relationship Management include: RBC Global Asset Management, a Canada based Banking and Financial Services organisation with 1500 employees and revenues of $2.67 billion, Heritage Investors, a United States based Banking and Financial Services organisation with 20 employees and revenues of $25.0 million, Carderock Capital Management, a United States based Banking and Financial Services organisation with 10 employees and revenues of $6.0 million, Corundum Group, a United States based Banking and Financial Services organisation with 35 employees and revenues of $6.0 million and many others.
Contact us if you need a completed and verified list of companies using SatuitCRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SatuitCRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Carderock Capital Management | Banking and Financial Services | 10 | $6M | United States | Satuit Technologies | SatuitCRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Carderock Capital Management implemented SatuitCRM to consolidate client relationship and reporting capabilities, deploying a single platform for CRM and Investor Relationship Management across its asset management operations in the United States. SatuitCRM functions as the central repository for investor profiles, contact histories, engagement timelines, and packaged reporting workflows for institutional and private investors.
The implementation emphasized configuration of core CRM modules including contact and account management, opportunity and pipeline tracking, configurable reporting and report packaging workflows, document management, and automated distribution of investor reports. Automation and workflow configuration were used to standardize investor communications and to orchestrate recurring report generation consistent with investor servicing processes.
Integration work consolidated client systems integration and reporting pipelines into the SatuitCRM environment, aligning report packaging processes with the CRM-based workflow to reduce manual handoffs. Operational coverage focused on the firm’s US-based asset management functions, notably client services, investor relations, and operations teams responsible for investor reporting and communications.
Governance updates introduced centralized data ownership, role based access controls, standardized reporting templates, and approval workflows to enforce consistent investor communications and a single system of record. The implementation streamlined client systems integration and reporting for Carderock Capital Management’s asset management operations.
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Corundum Group | Banking and Financial Services | 35 | $6M | United States | Satuit Technologies | SatuitCRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 Corundum Group implemented SatuitCRM to formalize investor engagement and asset-management CRM capabilities. The Corundum Group adopted SatuitCRM as its CRM and Investor Relationship Management application to support growing asset management and investor relationship needs for investment teams in the United States.
The implementation emphasized SatuitCRM investor relationship management functionality, including contact and investor profile management, activity and engagement tracking, pipeline management workflows, and investor communications and reporting capabilities referenced from vendor materials. Configuration prioritized entity models for investors and funds, role based access controls for investment and investor relations users, and automation of routine engagement tasks to reduce manual coordination.
Operational scope covered investment teams and investor relations activities within the United States, applied across the firm’s small team structure and day to day asset-management workflows. Governance established centralized data stewardship, standardized engagement workflows, and data entry rules to create consistent investor records and coordinated outreach processes.
SatuitCRM provides a more structured CRM for Corundum Group investment teams and embeds investor relationship management practices into daily workflows. The deployment standardizes investor communications and centralizes investor interaction records to support ongoing asset-management and investor relations operations.
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Heritage Investors | Banking and Financial Services | 20 | $25M | United States | Satuit Technologies | SatuitCRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Heritage Investors implemented SatuitCRM as their CRM and Investor Relationship Management application for wealth management operations in the United States. The deployment focused on strengthening investor reporting workflows used by client services and portfolio management functions.
Heritage Investors configured SatuitCRM's Client Report Automation module to produce and deliver over 1,300 portfolio reports, with the vendor case study documenting the module usage for client reporting and investor reporting. The implementation applied standard Client Report Automation capabilities, including templated report generation, scheduled production, and automated delivery to investors, to streamline recurring portfolio reporting.
Operational coverage centered on wealth management operations and investor relations teams in the United States, centralizing portfolio reporting inside SatuitCRM. Governance and workflow changes emphasized report scheduling and distribution processes to align client reporting responsibilities with the new Client Report Automation capabilities, resulting in improved investor reporting efficiency.
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Banking and Financial Services | 1500 | $2.7B | Canada | Satuit Technologies | SatuitCRM | CRM and Investor Relationship Management | 2011 | n/a |
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