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  • 4.8 / 5.0 (1351)
    17+ References
  • 4.8 / 5.0 (1490)
    35+ References
  • 4.8 / 5.0 (1290)
    16+ References

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.”

  • “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.”

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  • Reference Rating
    4.7 / 5.0
    Customer References17 total
    About

    AddressTwo delivers sales and marketing solutions for small businesses and entrepreneurs. Founded in 2005, AddressTwo began as a marketing and creative-services company. In 2008, however, a simple software release would change the company forever.

  • Reference Rating
    4.7 / 5.0
    Customer References35 total
    About

    Clientbook is a mobile app to facilitate easy clienteling by high-ticket retail sales associates. By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store visits, better sales conversion rates, and higher average dollar sales.

  • Reference Rating
    4.7 / 5.0
    Customer References16 total
    About

    Homeless Link is the national membership charity for organisations working directly with people who become homeless in England. They work to make services better and campaign for policy change that will help end homelessness. They also develop new products that can help improve services and fund their campaign to end homelessness. Their national and regional teams offer support, link up agencies, and provide advice, consultancy and tools to help improve services. Their vision is of a country where everyone has a place to call home and can expect the support they need to keep it.

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