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AdvisorEngine CRM Case Studies

  • Lucien, Stirling & Gray Advisory Group - Customer Case Study

  • Private Ocean - 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 …

  • BoondManager
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    BoondManager is a SaaS ERP software for consulting firms, service companies and IT services companies. As a cloud ERP software, their CRM and its numerous modules allow you to manage …

  • OptifiNow
    Reference Rating
    4.8 / 5.0
    Customer References 11 total
    About

    OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales …

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