A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Learn more about Method CRM
Compare Bricknode Broker и SatuitCRM
Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.
| Starting price | from 1 usd. | from 1 usd. |
| Who this service is for |
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. |
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Instituti... Read more |
| Rating | ||
| 3D CAD software features |
Collaboration Tools
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Collaboration Tools
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| Financial CRM software features |
Relationship Tracking
Team Assignments
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Relationship Tracking
Team Assignments
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| Accounting software features |
Expense Tracking
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Expense Tracking
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| Commercial Loan software features |
Pipeline Management
Lead Management
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Pipeline Management
Lead Management
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| Accounting Practice Management software features |
Document Management
Client Management
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Document Management
Client Management
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| Sales Tracking software features |
Activity Dashboard
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Activity Dashboard
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| Sales Force Automation software features |
Territory Management
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Territory Management
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| Hospitality Property Management software features |
Marketing Automation
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Marketing Automation
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| Plumbing software features |
Customer Database
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Customer Database
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| Proposal Management software features |
Contact Management
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Contact Management
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| Interface screenshot |
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| Desktop & Mobile Platforms |
Cloud-hosted / box software 
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Cloud-hosted / box software 
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| Support | Working hours, Online | Working hours, Online |
| Training |
Documentation
Webinars
Personal
Online
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Documentation
Webinars
Personal
Online
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| Reviews |
Be ahead! |
Satuit CRM System Benefits: Drawbacks: Summary: At Alpha Real Capital, we have been Satuit users for almost one year. Although we have not had a chance to use all of the tools that Satuit offers,... Read more Review after 3 months use of SatuitCRM Benefits: Userfriendliness, ease of use, very intuitive, easy to put data in, easy to get intelligence out of the CRM Drawbacks: Loading a screen sometimes takes a bit of time when the browser is retreiving data from the server Summary: Very satisfied in how we keep track now of all our contacts, businesses, deal opportunities, etc. Saving much time as there is only 1 database (hen... Read more |
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SatuitCRM for Fund
Benefits:
SatuitCRM seems like a well fit for Wealth Management company. The report created was appealing. It does have great customer support and I think ... Read more
SatuitCRM seems like a well fit for Wealth Management company. The report created was appealing. It does have great customer support and I think that is the strongest point it offers
Drawbacks:
the overall interface seems to be a bit aged compare with others like Salesforce. Also, loading seems to be a issue (slowness)
Summary:
It gests the work done!! It has position itself well to be a great tool for Wealth Management company