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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."

    Tiffany BryntesonCRPC and Client Advisor

  • “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.”

    Mark StempelFounder
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    Easy-Commission is an affordable cloud-based sales commission calculation software for small businesses, from CellarStone Inc.Easy-Commission is an easy to use sales commission application. It can calculate sales commissions in a simple and easy manner. It takes sales data you enter, applies commission calculations you have set to produce commission statements. It is completely web-based and allows your sales reps to have direct access to their commission statements.

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    4.7 / 5.0
    Customer References11 total
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    OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales process and gets the insights to drive continuous improvement. The core pillars of OptifiNow include a full featured CRM, Sales Automation, Sales Enablement, Content Management and Reporting/Analytics, all integrated into a cloud based platform. Deployed in a configurable modular format each Enterprise customer define their best practices and processes of their sales organization and provide their sales teams the tools they need to succeed in today's competitive marketplace.

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    Customer References23 total
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    Outseta is for early stage, software-as-a-service start-ups who are frustrated by the time, complexity, and costs involved in integrating multiple software solutions required to effectively run their businesses. Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups get off the ground faster. Outseta gives your company a single, clear view of your business'​ operational performance allowing you to better focus your efforts and spend more time building your business.

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