Beagle for Satuit.
Beagle puts Satuit to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.
See it work.
One thread: ask about your Satuit in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the state of our deals?
- Read this week's deals in Satuit
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two deals need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A deal or contact changes - Beagle catches it in Satuit, pulls what matters, and is ready to log the update and draft the follow-up. It goes out when you nod, not before.
What Beagle does.
With Satuit connected, from day one.
Watches Satuit
Beagle keeps an eye on Satuit. When a deal or contact changes, it catches it and brings the context to your channel.
Drafts the next step
It can log the update and draft the follow-up - then waits for your nod before anything is saved or sent.
Answers across your stack
Ask "what's the state of our deals?" and Beagle answers from Satuit and everything else it's connected to, in plain language.
Connect Satuit to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Satuit?
Yes. Connect Satuit with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Satuit?
Beagle watches Satuit for when a deal or contact changes and is ready to log the update and draft the follow-up. You can also just ask it questions about your deals in plain language.
Is the Satuit connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Satuit - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Satuit workflows by hand.
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