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  • 4.8 / 5.0 (1275)
    6+ References
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    37+ References
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AdvisorEngine CRM Case Studies

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

  • Seneschal Advisors Making the Switch from Salesforce

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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 …

  • FLG
    Reference Rating
    4.8 / 5.0
    Customer References 37 total
    About

    FLG is the UK’s leading CRM for businesses that struggle to automate and control their sales process. With their unique focus on intelligent workflows, their 300 happy customers and 5,000 …

  • Playbook AI
    Reference Rating
    4.8 / 5.0
    Customer References 10 total
    About

    Playbook AI is a global B2B SaaS company that enables revenue teams to orchestrate & execute sales playbooks that build more pipeline, accelerate deal velocity and enhance win-rate. Featuring the …

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