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  • 4.8 / 5.0 (1275)
    6+ References
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    14+ References
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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

  • CentralStationCRM
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    CentralStationCRM is a web-based customer management software (SaaS) and supports small teams, companies and freelancers in managing their customer contacts. CentralStationCRM is intuitive to use and focuses on essential functions …

  • ContactEase
    Reference Rating
    4.8 / 5.0
    Customer References 9 total
    About

    ContactEase has been a leader in legal CRM technology for over twenty five years. Their seamless Outlook integration ensures that your firm's professionals can easily and effortlessly access, update and …

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