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AdvisorEngine CRM Case Studies

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

  • Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

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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 References222 total
    About

    HoneyBook is the leading platform for independent business owners to manage their client flow and cash flow, streamlining all of the steps needed to sell and deliver personalized contracted services. By combining tools like billing, contracts and client communication, HoneyBook helps business owners get organized so they can provide an exceptional experience at every step. HoneyBook is trusted by service providers across the U.S. and Canada who have booked more than $5 billion in business on its platform. Founded in 2013, HoneyBook is based in San Francisco and funded by Tiger Global Management, Norwest Venture Partners, Aleph, Hillsven Capital, OurCrowd, Durable Capital Partners LP, Vintage Investment Partners, Battery Ventures, Citi Ventures, Zeev Ventures and 01 Advisors.

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    Customer References60 total
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    Soffront Software was founded in 1992, a pioneer in the CRM software industry, delivering one of the first cloud CRM solutions in the industry. They launched their first customer service software in 1993, an innovation at the time when CRM was not known. Soffront continued to evolve in the early 2000’s, introducing one of the first cloud CRM solutions in the market and developed a fully automated CRM solution for sales marketing, and customer service, help desk and project management that has gone on to win several industry awards.

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