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AdvisorEngine CRM Case Studies

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

  • Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

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    4.7 / 5.0
    Customer References35 total
    About

    Clear C2 is based in Coppell, Texas, and is a leading technology company providing Customer Relationship Management(CRM) for the Manufacturing Industries. The award winning C2CRM is widely recognized from industry analysts as a leader in the CRM category of hosted and on-premise software solutions. C2 CRM is flexible enough for the largest enterprises, but cost effectively for the needs of a Small to Medium Business.

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    4.7 / 5.0
    Customer References20 total
    About

    HighLevel help agencies & marketers thrive with their all-in-one sales & marketing platform. Capture leads using their landing pages, surveys, forms, calendars, inbound phone system & more.

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    4.7 / 5.0
    Customer References15 total
    About

    RedHorse Systems develops affordable software for managing small and medium-sized businesses. Back in 2006 they set out to make the most useful CRM software on the market. Since then they have continually improved their products. Every new release provides new functionality, integrations, or features but retains RedHorse’s trademark flexibility and ease-of-use.

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