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AdvisorEngine CRM Case Studies

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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 …

  • BSI Business Systems Integration AG
    Reference Rating
    4.8 / 5.0
    Customer References 141 total
    About

    BSI love software. Their strengths are business applications for CRM, CTMS, cash registers and customer service software products developed over many years as well as customized software. Their programming languages …

  • Surfe
    Reference Rating
    4.8 / 5.0
    Customer References 48 total
    About

    Surfe (ex-Leadjet) makes your CRM accessible from anywhere, allowing you to sell everywhere. Double your efficiency by adding contacts & synchronizing messages from LinkedIn to the CRM in 1-click. Offering …

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