Connected app
Satuit

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.

01

What Beagle does.

With Satuit connected, from day one.

01

Watches Satuit

Beagle keeps an eye on Satuit. When a deal or contact changes, it catches it and brings the context to your channel.

02

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.

03

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.

03

Connect Satuit to.

One teammate across both tools. No zap to build.

Browse every connection

04

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, then 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.

05

More integrations.

Satuit, handled.
Hire the dog.

Satuit integration - Beagle