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  • 4.8 / 5.0 (1278)
    6+ References
  • 4.7 / 5.0 (3006)
    66+ References
  • 4.8 / 5.0 (1556)
    75+ References

AdvisorEngine CRM Testimonials

  • "What we enjoy with Junxure Cloud is the ability to customize the program to meet our needs. We are in the middle of a culture shift, trying to find a better way for our different teams to work together. Junxure Cloud helps us promote the cohesive service that we provide …

  • “Client View Live has been a very powerful tool for us to be able to provide a higher level of service to our clients and I can see us directly promoting this capability in our marketing efforts going forward.”

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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 …

  • Salesforce Essentials
    Reference Rating
    4.7 / 5.0
    Customer References 66 total
    About

    Salesforce Essentials is made for small businesses by the #1 CRM, helping you organize and track customers, sales, and support all in one app. Salesforce Essentials makes it possible to …

  • Salesmate
    Reference Rating
    4.8 / 5.0
    Customer References 75 total
    About

    Salesmate is an all in one cloud-based CRM that enriches customer interactions, boosts sales productivity and helps win more deals. Salesmate CRM provides an easy to use solution to simplify …

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