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  • 4.8 / 5.0 (1736)
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AdvisorEngine CRM Testimonials

  • "We looked at Redtail, but it was way too simple and not customizable to fit our needs. We also looked at Outlook, but again it wasn't at all customizable. We like having all the customized fields that come standard with Junxure Cloud."

  • “Even though we were both like-minded firms and knew we would find many strategic synergies, there were still a lot of operational issues in merging our two firms together. However, because we both were using Junxure, those operational aspects were simplified greatly.”

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    4.7 / 5.0
    Customer References50 total
    About

    Method:CRM gives you a better way to run your business so nothing slips through the cracks and everyone can get more done. As a small business themselves, they’ve felt the pain of using out-of-the-box software that didn’t adapt to their needs. And they know every small business has its own unique workflows. They believe you should have enterprise benefits at small business prices and that’s why they built Method. Their award-winning software is fully customizable, so you can run your business your way.

  • Reference Rating
    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.

  • Reference Rating
    4.7 / 5.0
    Customer References470 total
    About

    SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. Unlike traditional CRM solutions that focus primarily on management and reporting, Sugar empowers the individual, coordinating the actions of customer-facing employees and equipping them with the right information at the right time to transform the customer experience.

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