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  • 4.8 / 5.0 (1364)
    17+ References
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AdvisorEngine CRM Case Studies

  • Lucien, Stirling & Gray Advisory Group - Customer Case Study

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

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 17 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 …

  • Bonsai
    Reference Rating
    4.8 / 5.0
    Customer References 46 total
    About

    Bonsai platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform. Everything you need to estimate and close more projects, collaborate with clients, …

  • WinMan ERP
    Reference Rating
    4.8 / 5.0
    Customer References 81 total
    About

    WinMan is a powerful ERP Software solution aimed specifically at the manufacturing, distribution, e-commerce and retail sectors. Covering all aspects of Manufacturing, Distribution, CRM, Service Management, Financials, eCommerce, ePOS and …

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