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  • 4.8 / 5.0 (1315)
    6+ References
  • 4.8 / 5.0 (268)
    74+ References
  • 4.8 / 5.0 (665)
    6+ References

AdvisorEngine CRM Testimonials

  • "The trainer did a SUPER job! I am appreciative of her commitment to use her time wisely, there were NO wasted words. I was just totally impressed. I saw some lights go on in both of my assistants during the training."

  • "A fast, cloud-based CRM that will run our office and is easy to set up and maintain.”

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

  • ClientTether
    Reference Rating
    4.8 / 5.0
    Customer References 74 total
    About

    ClientTether is the FranDev, Franchise Management Software, and unit-level CRM platform of choice for franchise systems. Their tools streamline franchise development, & unit-level operations, franchise management, sales, & growth with …

  • Optimiser
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    Optimiser is a robust platform which let’s you manage and make intelligent decisions about your business at one place. It’s fully customisable, simple and comprehensive suite of apps, thats helps …

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