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AdvisorEngine CRM Case Studies

  • Seneschal Advisors Making the Switch from Salesforce

  • Lucien, Stirling & Gray Advisory Group - 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 …

  • Aspire Software
    Reference Rating
    4.8 / 5.0
    Customer References 37 total
    About

    Aspire is a cloud-based business management solution built for landscaping businesses of all sizes. Key features include customer relationship management (CRM), estimating, invoicing, purchasing, job costing, financials and scheduling.

  • White Cup
    Reference Rating
    4.8 / 5.0
    Customer References 116 total
    About

    While White Cup and Hookshot are new names in the industry, the platform is comprised of a combination of software from three sister companies: Compass Sales Solutions, MITS, and Tour …

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