Satuit meets your AI assistants
Connect Satuit to Tendersight and let your AI assistants automatically process your activities. 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.
What you can do
Powerful automation capabilities out of the box.
Auto-import activities
Automatically pull activities from Satuit into your Tendersight workspace. No manual uploads or copy-pasting required — data flows in real time.
AI-powered processing
Your AI assistants instantly analyze incoming activities from Satuit, extracting key information and structuring it for tender responses.
Real-time sync
Changes in Satuit are reflected in Tendersight within seconds. Always work with the latest activities without refreshing or re-importing.
Smart filtering
Set rules to import only the activities you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
How it works
Get started in three simple steps.
Authorize access
Grant Tendersight read access to your Satuit activities. You control exactly what data flows through.
Configure your sync
Choose which activities to import, set filters, and map fields to your Tendersight workspace structure.
Let AI take over
Your AI assistants process incoming activities automatically — extracting insights, structuring data, and preparing tender responses.
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