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    6+ References
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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

  • 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 …

  • Breakcold
    Reference Rating
    4.8 / 5.0
    Customer References 18 total
    About

    Breakcold is an AI-Native CRM for SMBs with or without sales teams (e.g., agencies & startups). The CRM works autonomously to eliminate admin tasks. Breakcold CRM automatically moves leads through …

  • IgniteTech
    Reference Rating
    4.8 / 5.0
    Customer References 61 total
    About

    IgniteTech platform helps organizations grow revenue, optimize expense and accelerate transformation through a model where every customer has access to every product in their portfolio. Ignite leads all its efforts …

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