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  • 4.8 / 5.0 (2345)
    140+ References
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    17+ References
  • 4.8 / 5.0 (2856)
    Verified 93+ References

AdvisorEngine CRM Case Studies

  • Junxure - Customer Case Study

  • Seneschal Advisors Making the Switch from Salesforce

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  • Affinity
    Reference Rating
    4.8 / 5.0
    Customer References 140 total
    About

    Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third party sources to offer users the tools they need to automatically manage their most valuable …

  • Agentcis
    Reference Rating
    4.8 / 5.0
    Customer References 17 total
    About

    Agentcis was conceived while the founders were running Education Consultancy and Migration Agency. Although the founders started taking concrete steps for developing Agentcis, the company’s flagship product, from 2014, the …

  • Ontraport
    Reference Rating
    4.8 / 5.0
    Customer References 93 total
    About

    Ontraport was founded in 2006 to help small and medium-sized businesses meet the unique challenges of the marketplace. The company helps clients with all aspects of automated and integrated systems, …

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