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  • 4.8 / 5.0 (1309)
    6+ References
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    38+ References
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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

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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 …

  • InTouchCRM
    Reference Rating
    4.8 / 5.0
    Customer References 38 total
    About

    InTouchCRM provide award winning Sales and Marketing software which helps ‘forward thinking’ small businesses convert their prospects into customers and turn their customers into referrers. Their typical customers are business …

  • OptSoft
    Reference Rating
    4.8 / 5.0
    Customer References 4 total
    About

    OptSoft, Inc. was established in 1997 by a team of experienced software development and management professionals with one overriding purpose: to develop the most comprehensive, customizable, and user-friendly customer relationship …

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