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  • 4.8 / 5.0 (1278)
    6+ References
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    5+ References
  • 4.7 / 5.0 (3794)
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AdvisorEngine CRM Case Studies

  • RIA Firm uses Junxure to Streamline Processes and Accommodate Multiple Locations

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

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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 …

  • Fusion Invoice
    Reference Rating
    4.8 / 5.0
    Customer References 5 total
    About

    FusionInvoice is a self hosted invoicing and simple CRM system for freelancers and small businesses. Ditch the monthly fees! FusionInvoice is yours. Forever They are here for you when you …

  • Workbooks
    Reference Rating
    4.7 / 5.0
    Customer References 154 total
    About

    Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing …

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