AdvisorEngine CRM References Capped?

Access even more references from these marketplace competitors

Work at
AdvisorEngine CRM?
Upgrade Profile
  • 4.8 / 5.0 (1336)
    22+ References
  • 4.8 / 5.0 (982)
    11+ References
  • 4.8 / 5.0 (1685)
    13+ References
Back to Profile

AdvisorEngine CRM Testimonials

  • “Even though we were both like-minded firms and knew we would find many strategic synergies, there were still a lot of operational issues in merging our two firms together. However, because we both were using Junxure, those operational aspects were simplified greatly.”

    Greg FriedmanCFP®, President and Co-Founder

  • “We’ve set up a monthly reporting system that provides each advisor with a view of activity on the site. This helps us identify adoption rates by clients as well as point out any interesting patterns of usage, such as login rates, login times, which documents are downloaded more or which are downloaded less. From this information, we can better customize the client experience to ensure we are providing valuable service and get an early warning notice to any potential issues.”

    Susan DicksonChief Operating Officer
  • currently locked
  • Reference Rating
    4.7 / 5.0
    Customer References22 total
    About

    KulaHub is a fully integrated set of CRM and marketing tools rarely found all in one system, without the need to export data or plug in APIs. Their cloud-based software allows easy access to the benefits and features of CRM, Workflow Management, Email Design and Broadcast, Events Booking & Management and Online Surveys. The system is fully mobile responsive, with the ability to log in anywhere with internet access.

    Visit profile
  • Reference Rating
    4.7 / 5.0
    Customer References11 total
    About

    Salesflare is the intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee.

    Visit profile
  • Reference Rating
    4.7 / 5.0
    Customer References13 total
    About

    Synergistix is completely focused on creating solutions for Life Sciences companies. Their customer relationship management (CRM) solution includes flexible software, end-to-end services, and 100% on-shore support, allowing you to maximize the value and minimize the total cost of ownership of CRM.

    Visit profile
Work at AdvisorEngine CRM ? Upgrade your profile to unlock all your customer references and remove these competitors
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
FeaturedCustomers has 1,888,304+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.