Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce that Orpheus has chosen SatuitCRM® for their firm’s Client Relationship Management (CRM).
Orpheus Partners provides third party marketing and sales services to asset managers. The firm was looking for a CRM that would allow them to track activities and opportunities with their investment managers, clients, and prospects. They wanted to report their activities on behalf of their client to those managers. They also needed to track activities and opportunities by manager and by product. Integration with Outlook and premium support were two other key requirements.
Orpheus relied heavily on recommendations from asset managers and other professionals in their industry. After looking at several CRM platforms including Salesforce, Christopher Renwick, Director, of Orpheus Partners found SatuitCRM was more suited to their requirements and was more user friendly. Christopher commented: “I used SatuitCRM in the past and knew … they can scale with our business needs.”
“We are very happy to welcome Chris back as a SatuitCRM user. One of our key sources of new opportunities is people like Chris who have direct experience with our software and the outstanding service we provide every client, large and small.” Said Karen Maguire, Satuit CEO.
ABOUT ORPHEUS PARTNERS
Orpheus Partners specializes in connecting investors to high-quality, lesser known investments. They source innovative, successful investment funds and private equity alternatives, and match them to the needs of institutional investors. Orpheus Partners exists to enable investors to achieve better investment outcomes by gaining access to markets and products that might otherwise be unknown or unavailable, and connecting the manager with the investor.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of CRM, reporting and portal software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets. Satuit has offices in the United States and the United Kingdom, and serves clients in more than thirty-five countries. Satuit Technologies is certified as a women’s business enterprise by the Women’s Business Enterprise National Council (WBENC). For additional information, visit www.satuit.com.