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AdvisorEngine CRM Testimonials

  • "The trainer did a SUPER job! I am appreciative of her commitment to use her time wisely, there were NO wasted words. I was just totally impressed. I saw some lights go on in both of my assistants during the training."

    Ken FletcherFletcher Financial Group

  • "Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. "

    Timothy AdmireCISO & Managing Partner, Director of Operations
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    4.7 / 5.0
    Customer References22 total
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    KulaHub is a fully integrated set of CRM and marketing tools rarely found all in one system, without the need to export data or plug in APIs. Their cloud-based software allows easy access to the benefits and features of CRM, Workflow Management, Email Design and Broadcast, Events Booking & Management and Online Surveys. The system is fully mobile responsive, with the ability to log in anywhere with internet access.

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    4.7 / 5.0
    Customer References64 total
    About

    Nutshell is a collaborative customer relationship and sales management tool made for the modern business. It provides companies with fully customizable sales processes, powerful reports, collaboration tools, a refined user experience, email sync, integrations with popular business applications, including Google, MailChimp, Microsoft Exchange, Twitter, Dropbox and many more. Nutshell is stacked with great features that help businesses become more collaborative and grow, intuitive design that eliminates the need for specialized training, and insightful data that helps businesses learn and improve. Nutshell is a beautiful, powerful tool that combines consumer-level design polish with business-scale utility. In a nutshell, they help businesses grow.

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    4.7 / 5.0
    Customer References12 total
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    Simply Connect Solutions work with community-based organisations and charities across the country to deliver software solutions, online services and digital platforms that connect people with their local communities, and help improve lives. With more than 10 years'​ experience, their services help to grow and develop the community sector, promote volunteering and wellbeing, facilitate social prescribing services, and measure the impact of local services.

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