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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."

  • "Transitioning to the cloud and having the ability to work remotely is tremendously powerful for our firm. No matter the circumstances – including inclement weather – I can always access Junxure Cloud and continue to serve my clients. Junxure Cloud doesn’t miss a beat with functionality, either. I’m anxious and excited for future releases."

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    4.7 / 5.0
    Customer References7 total
    About

    Streak is the only CRM built entirely within your Gmail to help you get things done. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business - without ever leaving your inbox. According to Forrester Research, only 10% of CRM adoption is voluntary and 25-40% is forced. Streak’s end-user focused platform requires little to no training and is as easy to use as a Google Sheet.

  • Reference Rating
    4.7 / 5.0
    Customer References470 total
    About

    SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. Unlike traditional CRM solutions that focus primarily on management and reporting, Sugar empowers the individual, coordinating the actions of customer-facing employees and equipping them with the right information at the right time to transform the customer experience.

  • Reference Rating
    4.7 / 5.0
    Customer References6 total
    About

    The Scarpetta Group, Inc. is a Claris Platinum Partner. They specialize in custom FileMaker applications for desktop, iOS, and web. Their expertise is understanding their clients’ needs and producing outcomes that enhance their business while improving efficiency. They accomplish this through, certification in FileMaker, strong project management, diverse skills, and industry experience. They firmly believe that software can be beautiful and functional.

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