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  • 4.8 / 5.0 (1365)
    17+ References
  • 4.8 / 5.0 (254)
    9+ References
  • 4.8 / 5.0 (1135)
    6+ References

AdvisorEngine CRM Testimonials

  • "We looked at Redtail, but it was way too simple and not customizable to fit our needs. We also looked at Outlook, but again it wasn't at all customizable. We like having all the customized fields that come standard with Junxure Cloud."

  • "Junxure Cloud has been what we envisioned our CRM to be and will be what we need as we continue to grow."

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 17 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 …

  • OrderTaker
    Reference Rating
    4.8 / 5.0
    Customer References 9 total
    About

    OrderTaker is a Cloud-based SaaS ERP with free CRM and B2B eCommerce Web Store solutions for Wholesale Distributors, Manufacturers and CPGs, enabling and empowering buyers, customer service staff and inside/outside …

  • iSync Solutions
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    iSync Solutions develops, implements & supports Sync. their development team are constantly developing the system to incorporate new features & modules based on ideas from a large pool of customers …

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