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AdvisorEngine CRM Testimonials

  • "I am thankful that we signed up for Back on Track. The training is presented just for our practice. Junxure has done the research to lay the ground rules for the way most offices want to and should run their businesses. Each office does their own fine tuning as appropriate, but these sessions are a powerful tool to get 'back on track."

  • "Clients are handing us their life savings. That can be a nervous time for them. We want the process to run smoothly. All departments participate in client onboarding. Junxure makes onboarding smooth, consistent, manageable, trackable."

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    4.7 / 5.0
    Customer References26 total
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    Mimiran helps companies sell faster and more profitably by streamlining the sales process, converting more visitors into leads, more leads into conversations, and more conversations into e-signed proposals.

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    4.7 / 5.0
    Customer References15 total
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    WiredContact delivers practical cloud-based CRM to grow your business, attract new customers and manage sales. They recognize that no two businesses are alike. They take a personalized approach to CRM, providing proven, cloud-based software loaded with tools to easily reflect your unique sales process.

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    4.7 / 5.0
    Customer References149 total
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    Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

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