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AdvisorEngine CRM Case Studies

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  • Practifi
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    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 …

  • Cocomore
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    Customer References 14 total
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    We are our clients’ co-entrepreneurs. We develop experience strategies, digital services & products as well as content & campaigns. And we deliver the IT that supports all of this.

  • Insightly
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    4.7 / 5.0
    Customer References 248 total
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    Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile …

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