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  • 4.8 / 5.0 (1425)
    17+ References
  • 4.8 / 5.0 (2452)
    31+ References
  • 4.8 / 5.0 (214)
    9+ References

AdvisorEngine CRM Testimonials

  • "Junxure is one of the best purchases I have made to help my company continue to grow."

  • "Compliance – How Junxure Can Help You Prepare for an Audit was the best class ever! I wish we had seen it before we even turned Junxure on. It gave a new understanding of the 'big picture' behind Junxure. I wish everyone in our office had attended - then everyone …

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 17 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 …

  • Captorra
    Reference Rating
    4.8 / 5.0
    Customer References 31 total
    About

    Captorra is the legal industry's leading case intake application. It was initially designed in collaboration with multiple practices, including traditional personal injury and mass torts practices, but client demand expanded …

  • Cockpit
    Reference Rating
    4.8 / 5.0
    Customer References 9 total
    About

    Cockpit provides accurate meeting summaries, automatic CRM enrichment, and key insights from customer interactions in an intuitive solution designed for growing teams. Their AI Tasks take care of every post-meeting …

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