Case Study: CALCAP Advisors automates investor reporting and improves transparency with Satuit Technologies

SatuitCRM Delivers 374% ROI for CALCAP Advisors

CALCAP Advisors is a boutique real estate investment and advisory firm based in Pasadena, California. As it grew, the firm moved beyond Microsoft Excel, Dropbox, e-mail, and hard-copy mail for investor records and quarterly reporting, which it had been manually compiling into PDFs for more than 200 investors. To support growth and provide a more professional, secure experience for clients, CALCAP chose Satuit Technologies and its Satuit CRM and customer relationship analysis cloud solutions.

With Satuit Technologies, CALCAP automated investor reporting, consolidated account and investor information on a single platform, and launched a secure online portal for downloadable reports. Since deployment, 60 percent of investors have used the portal to access account information, and Nucleus found that the project increased partner productivity by 2.5 percent, improved communication consistency and security, and delivered a 374% ROI with a payback period of 4 months.

CALCAP Advisors