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AdvisorEngine CRM Case Studies

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

  • Mark Stempel & Associates - Customer Case Study

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  • 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 …

  • Close CRM
    Reference Rating
    4.7 / 5.0
    Customer References 86 total
    About

    Close is a sales engagement CRM designed to help SMBs turn more leads into revenue. A multichannel platform, Close lets users email, call, and text leads from the desktop — …

  • Tactiv Pty Ltd
    Reference Rating
    4.8 / 5.0
    Customer References 24 total
    About

    Tactiv Pty Ltd is a leading software and consulting solutions company and creators of the Enquire ‘Grantcycle Management’ solution. They have been providing SaaS Cloud based solutions to commercial organisations …

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