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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."

    Ken FletcherFletcher Financial Group

  • "Compliance – How Junxure Can Help You Prepare for an Audit was the best class ever! I wish we had seen it before we even turned Junxure on. It gave a new understanding of the 'big picture' behind Junxure. I wish everyone in our office had attended - then everyone would understand 'the why' of putting correct info into Junxure."

    Mary Beth NolanWills Financial Group
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    4.7 / 5.0
    Customer References22 total
    About

    KulaHub is a fully integrated set of CRM and marketing tools rarely found all in one system, without the need to export data or plug in APIs. Their cloud-based software allows easy access to the benefits and features of CRM, Workflow Management, Email Design and Broadcast, Events Booking & Management and Online Surveys. The system is fully mobile responsive, with the ability to log in anywhere with internet access.

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    4.7 / 5.0
    Customer References11 total
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    OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales process and gets the insights to drive continuous improvement. The core pillars of OptifiNow include a full featured CRM, Sales Automation, Sales Enablement, Content Management and Reporting/Analytics, all integrated into a cloud based platform. Deployed in a configurable modular format each Enterprise customer define their best practices and processes of their sales organization and provide their sales teams the tools they need to succeed in today's competitive marketplace.

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    4.7 / 5.0
    Customer References22 total
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    SymVolli supply systems that help their clients get more out of the resources that they have at their disposal by increasing the effectiveness of their business processes across marketing, sales and customer service, as well as complying with regulations and legislation such as ISO9001 and ISO27001.

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