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“Through the Accounts tab on ClientView Live we can post consolidated information on their other holdings, such as 401(k)s, Annuities and other retirement assets. Our clients only have to look at their private website to see where they stand vs. logging into multiple other websites, which is a huge convenience for them in which they find a lot of value.”
"Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information. "
Deskera is a market leader in smart cloud-based business management software and caters to multiple industries worldwide. They have been providing innovative ERP, CRM, PM, and HCM solutions to make businesses around the world faster and more efficient.
Ontraport was founded in 2006 to help small and medium-sized businesses meet the unique challenges of the marketplace. The company helps clients with all aspects of automated and integrated systems, including multi-media integration and successful implementation of CRM systems and other marketing tools.
servis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. Their all-in-one platform centralizes complex workflows, allowing teams to deliver outstanding service while boosting productivity and clarity across every interaction. They’re on a mission to simplify the way businesses handle business operations. Their vision is to be the world’s most trusted platform for managing customer interactions, turning every touchpoint into an opportunity for growth.
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