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AdvisorEngine CRM Case Studies

  • Junxure - Customer Case Study

    Brad FergusonChief Investment Strategist for Asset Management

  • Mark Stempel & Associates - Customer Case Study

    Mark StempelFounder
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    4.7 / 5.0
    Customer References9 total
    About

    KarmaCRM will help you keep all your sales leads and contacts neat and tidy. karmaCRM hides a powerful backend system behind a clean, simple and usable interface. karmaCRM fuse the ultra simple with the ultra complex to bring you a powerful, streamlined system. Configure the system to your heart's content to speak your language and wrap around your sales process, instead of the other way around.

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    4.7 / 5.0
    Customer References22 total
    About

    Mango Practice Management (formerly ImagineTime, Inc.) has been providing innovative and affordable time and billing software since 1998. At the request of their clients, they expanded their software to include add-on modules for due date tracking, document management, calendar and client relationship management, and integration with QuickBooks and tax software. Their focus is on the small business marketplace and their approach is let the customer pick which mix of modules is appropriate for their firm. As a firm grows their client base and expands their services, ImagineTime is still the perfect fit due to the ease and low cost of adding on modules.

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    Customer References106 total
    About

    Founded in 2006, Pipeline is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 100 countries use Pipeline to gain visibility into their sales pipeline to accelerate opportunities and close more deals. Headquartered in Seattle, WA, Pipeline has made the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S.

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