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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

    Greg Friedman CFP®, President and Co-Founder

  • Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

    George Taylor Chief Executive Officer
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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 …

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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 …

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  • Close CRM
    Reference Rating
    4.7 / 5.0
    Customer References 90 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 — …

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