SatuitCRM v. 10.5 offers over 50 new features that will make it even easier for Investment Professionals to see key data with one click. Managers can turn their Home Page into a command and control center to see what is going on in every part of their organization. Each user can define and configure his multiple Home Pages to display all the key summary or detail data he needs to do his job â a sales page to see what the sales team is doing; a client page to see what is going on with client accounts; or a compliance page to look at documents that need approval.
V.10.5 also offers a new reporting tool that is fully integrated with Microsoft SQL Reporting Services. SatuitCRM now offers SatuitSRS, a comprehensive, web native solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, Web-based reports. In order to deliver this advanced reporting functionality, Satuit has created a web-based interface to the Microsoft SQL Reporting Services API. This interface supports a WYSIWYG (what you see is what you get) report designer to create reports and configure standard reports. Satuit believes it is the first web native interface to the Microsoft SQL Reporting Services engine, and could be offered as a stand alone Business Intelligence tool kit for software vendors operating in the On-Demand or SaaS (Software as Service) space.
âSatuitSRS is a powerful addition to SatuitCRM and our product line in general,â said Njal Larson, Satuitâs Director of Product Strategy. âUsers can build reports as they see fit, using intuitive drag and drop functionality to create a what you see is what you get output from SQL Reporting Services; all done securely through Web Services.â