Satuit Technologies, Inc., the global leader in cloud based reporting and CRM for asset management is pleased to announce that Kanawha Capital Management has selected SatuitCRM® software as their firm’s new CRM system.
Kanawha had been looking for a CRM solution for more than two years, after being informed that their previous system would no longer be supported by their vendor. After reviewing a number of vendors and CRM software products, they chose SatuitCRM®. "We picked Satuit over the competitors for two main reasons: 1) the software’s integration with our back office system, and 2)the firm’s understanding of the investment industry and its complex relationships,” said Lorraine Fisher, Operations Manager for Kanawha. An added plus for Kanawha was the integrated client portal and report packaging tool available with SatuitCRM.