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  • 4.8 / 5.0 (1312)
    6+ References
  • 4.7 / 5.0 (127)
    18+ References
  • 4.8 / 5.0 (1031)
    8+ References

AdvisorEngine CRM Testimonials

  • "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."

  • "I am thankful that we signed up for Back on Track. The training is presented just for our practice. Junxure has done the research to lay the ground rules for the way most offices want to and should run their businesses. Each office does their own fine tuning as appropriate, …

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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 …

  • Base
    Reference Rating
    4.7 / 5.0
    Customer References 18 total
    About

    Base.ai is an AI-powered customer-led growth (CLG) platform that helps B2B organizations manage customer relationships, drive engagement, and generate revenue from their existing customer base. By analyzing each customer/user's individual …

  • Club Automation Engage Pro
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    Visual Fitness Planner (VFP) has a passion for solving the burning needs of the health club industry. Their elite team has over 150 years of health club management and sales …

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