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AdvisorEngine CRM Case Studies

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

    Tiffany Brynteson CRPC and Client Advisor

  • Private Ocean - Customer Case Study

    Greg Friedman CFP®, President and Co-Founder
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  • IRIS CRM
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    4.8 / 5.0
    Customer References 17 total
    About

    IRIS CRM is a business management system designed specifically for the payments industry. Their clients, ISOs, use IRIS CRM to track leads, board new merchants, and calculate residuals. IRIS CRM …

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  • Pipedrive
    Reference Rating
    4.8 / 5.0
    Customer References 314 total
    About

    Pipedrive is a sales-focused customer relationship management tool loved by teams of all sizes. With 100,000+ paying customers spanning 179 countries, sales teams are attracted by Pipedrive's simple yet powerful …

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  • Plasma
    Reference Rating
    4.8 / 5.0
    Customer References 41 total
    About

    PLASMA is a leading BUSINESS INTELLIGENCE Solutions and IOT Platforms provider with an international reputation for its IOT / M2M, Business Process Automation, Workflows and Big Data Visualization platforms.

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