Cedar Hill Adopts SatuitCRM® as their Customer Relationship Management Solution

Braintree, MA - 4 November 2014

Satuit Technologies, Inc., the global leader in cloud based reporting and CRM for investment professionals is pleased to announce that the wealth management firm, Cedar Hill Associates, has selected SatuitCRM® for their firm’s use.

The Chicago based firm provides investment advisory services and specializes in building sound, long-term plans for their clients, requiring that they have and share a unified picture of each client’s needs. A CRM system is a valuable tool in this. Cedar Hill’s Principal in Operations, Debbi Frenzel, commented, “We weren’t really looking for a new CRM solution, but our previous CRM software wasn’t working for us”. After seeing SatuitCRM, she explained they made the decision to change: “We liked the integration to our other systems, Advent and PackMan, and SatuitCRM allows us to consolidate our systems to make it easier to use.”

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development