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  • 4.8 / 5.0 (1213)
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AdvisorEngine CRM Case Studies

  • Seneschal Advisors Making the Switch from Salesforce

  • Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

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  • Reference Rating
    4.7 / 5.0
    Customer References19 total
    About

    Eclipse Software is a software development company specialising in developing innovative recruitment software and website integration solutions to the recruitment and staffing industry. Eclipse Recruitment Manager 4 is their fully integrated on-premise or in the cloud recruitment software solution with comprehensive functionality that facilitates the entire recruitment-to-invoice process for temporary, contract and permanent recruitment alike. It seamlessly integrates with your recruitment agencies website and a choice of accounting software to complete your entire back office requirements.

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    4.7 / 5.0
    Customer References222 total
    About

    HoneyBook is the leading platform for independent business owners to manage their client flow and cash flow, streamlining all of the steps needed to sell and deliver personalized contracted services. By combining tools like billing, contracts and client communication, HoneyBook helps business owners get organized so they can provide an exceptional experience at every step. HoneyBook is trusted by service providers across the U.S. and Canada who have booked more than $5 billion in business on its platform. Founded in 2013, HoneyBook is based in San Francisco and funded by Tiger Global Management, Norwest Venture Partners, Aleph, Hillsven Capital, OurCrowd, Durable Capital Partners LP, Vintage Investment Partners, Battery Ventures, Citi Ventures, Zeev Ventures and 01 Advisors.

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    4.7 / 5.0
    Customer References182 total
    About

    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.

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