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  • 4.8 / 5.0 (1285)
    6+ References
  • 4.8 / 5.0 (847)
    24+ References
  • 4.8 / 5.0 (1374)
    33+ References

AdvisorEngine CRM Testimonials

  • "We are very happy with Junxure Cloud! The biggest impact we’ve seen is with our document storage. Having this feature built into the Cloud has really helped us to work remotely, or anywhere, since we’ve been able to electronically keep track of application forms, tax returns, trade and cash management …

  • "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 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 …

  • Drag
    Reference Rating
    4.8 / 5.0
    Customer References 24 total
    About

    Drag is the World's first all-in-one workspace in Gmail. One single place to support customers, manage tasks and close deals, from the place teams love: Gmail. Stop switching between tools …

  • 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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