The SatuitCRM alternative with the AI assistant in every plan
SatuitCRM is a long-established CRM and investor portal for buy-side asset managers, hedge funds and institutional investment firms, with cloud and on-premise options. Since Release 18.4 it also offers Satuit Agent, a paid add-on that connects the CRM to AI assistants through the Model Context Protocol and can look up, create, update and move records by conversation. Henosis REP is a cloud platform built for alternative-asset business development and account management from end to end. The AI assistant is included in every plan, the price is published at $35 to $65 per user per month, and the 14-day trial is self-serve.
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SatuitCRM fits established asset managers that want a long-standing IR-focused CRM with an investor portal, the option of on-premise deployment, and an AI agent as a paid add-on. Henosis REP is the alternative for alternative-asset BD and account management teams that want a cloud platform with the AI assistant included in every plan, covering the whole lifecycle at a lower entry price.
Henosis REP and SatuitCRM, compared.
How the two compare on the points that matter most. The SatuitCRM column reflects publicly available information; please verify current details with the vendor.
| Dimension | Henosis REP | SatuitCRM |
|---|---|---|
| Build | Cloud platform built recently, with the AI assistant in every plan | Long-established CRM and investor portal (cloud or on-premise), with an AI layer added in Release 18.4 |
| Best fit | Alternative-asset BD and account management teams (service-provider and GP editions) | Buy-side asset managers, hedge funds and institutional IR |
| Pricing | Published $35 and $65, GP edition $150 | Publicly listed: Essentials $150, Premium $200, Enterprise $300 per user per month |
| AI | AI assistant in every module, included in every plan | Satuit Agent on version 18.4: reads and writes records by conversation through MCP, sold as a paid add-on (per Satuit) |
| Lifecycle | Prospecting, proposals, e-signature, delivery and account management in one system | CRM, investor portal and client reporting |
| Getting started | Self-serve; 14-day free trial | Implementation (typically days to weeks) |
What you get with Henosis REP.
The AI assistant is in every plan
It works in every module on Standard and Professional. Satuit lists its agent as a paid add-on for firms on version 18.4.
A lower entry price
Per-seat pricing from $35, against the publicly listed SatuitCRM tiers that start at $150 per user per month.
The whole BD lifecycle
Prospecting, proposals, e-signature, delivery and account management in one place.
A self-serve start
Start a 14-day trial and work in it the same day. There is no implementation engagement.
What Henosis REP looks like.
The Henosis REP dashboard.
When SatuitCRM is the better choice
If you are an established asset manager that needs a long-standing IR-focused CRM with an investor portal, the option of on-premise deployment, and an AI agent you can add on, SatuitCRM is a seasoned choice. Henosis REP is the alternative for teams that want a modern cloud platform for business development and account management with the AI included.
Questions about SatuitCRM alternatives
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Comparison disclaimer. This comparison is provided for general information and reflects Henosis's understanding and opinion based on publicly available information as of September 2026. Product features, plans and pricing change; please verify current details directly with each vendor. SatuitCRM and Satuit are trademarks of Satuit Technologies, Inc. Henosis is not affiliated with, endorsed by, or sponsored by Satuit Technologies. All other trademarks are the property of their respective owners.
Sources: SatuitCRM pricing · Satuit MCP/AI Layer (checked 2026-09-30)
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