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  • 4.8 / 5.0 (1365)
    17+ References
  • 4.8 / 5.0 (1921)
    60+ References
  • 4.8 / 5.0 (1480)
    33+ 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."

  • "Oh my goodness we are ecstatic! What an asset to our company. Long after we're dead and gone our young partner will have built a phenomenal bank of information for his employees and associates."

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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 …

  • Knock
    Reference Rating
    4.8 / 5.0
    Customer References 60 total
    About

    Knock’s intelligent front office platform provides the productivity and business intelligence tools needed to maximize occupancy, rent growth, and customer satisfaction in every community. Knock is a lead management and …

  • Outseta
    Reference Rating
    4.8 / 5.0
    Customer References 33 total
    About

    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 …

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