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  • 4.8 / 5.0 (2312)
    160+ References
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    21+ References
  • 4.8 / 5.0 (3041)
    Verified 67+ References

AdvisorEngine CRM Case Studies

  • Seneschal Advisors Making the Switch from Salesforce

  • RIA Firm uses Junxure to Streamline Processes and Accommodate Multiple Locations

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  • Affinity
    Reference Rating
    4.8 / 5.0
    Customer References 160 total
    About

    Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third party sources to offer users the tools they need to automatically manage their most valuable …

  • Auro CRM
    Reference Rating
    4.7 / 5.0
    Customer References 21 total
    About

    Auro CRM is a platform which helps to make Multiple Marketing Strategies, Real-time Revenue Reports, and Deep Customer Insights. Many companies use to manage and analyze customer interactions and data …

  • Gold-Vision CRM
    Reference Rating
    4.8 / 5.0
    Customer References 67 total
    About

    Gold-Vision is a fully featured CRM solution that unifies Sales & Marketing. Their team background is based on extensive business and systems experience, matched by expert technical knowledge. Gold-Vision supports …

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