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AdvisorEngine CRM Testimonials

  • "Junxure is truly a business partner. They have a great team. The best training experience I've had with any vendor is with Junxure - very professional, and well worth the extra money. Other vendors could learn a thing or two from how they do it at Junxure."

  • "The recording capabilities that Junxure has are incredibly helpful to us. We can scan documents, record phone calls and notes and assign tasks. Everything we do in the office is captured."

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  • Practifi
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    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 …

  • Levitate
    Reference Rating
    4.8 / 5.0
    Customer References 12 total
    About

    Levitate Real Magic builds SaaS products to help make the world a more creative and entrepreneurial place. first product, Levitate, helps small and medium-sized businesses manage their professional relationships to …

  • Zendesk Sell
    Reference Rating
    4.8 / 5.0
    Customer References 145 total
    About

    Zendesk Sell is simple and designed to keep reps selling. Sell eliminates the friction from deal updates so reps and management are always able to access, analyze, and collaborate on …

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