AdvisorEngine CRM icon

AdvisorEngine CRM icon

AdvisorEngine CRM

Business Software Finance and Accounting
Description
Activity Tracking Keep track of all tasks, activities performed, or any other notes related to a client. From the most simple of tasks to the most complex, Junxure will help to ensure that the right t...asks are being completed by the right people at the right time - firm-wide! Advanced Workflows and Automation You can easily manage the entire flow of your firm’s processes from start to finish. Easily automate to-do items at specific intervals and set reminders to keep your employees on top of client service interactions. Customized Fields Junxure is built to store the unique types of information and data that an advisory firm needs in their CRM. You can easily expand what data is stored by creating user-defined fields - no need for additional overlays or coding knowledge to make Junxure work best for you and your clients. Client Data Segmentation Various search options allow you to quickly find exactly what you’re looking for while forming the foundation for a wide range of reports. Read moreless
Platforms
Browser
Links

Alternatives to AdvisorEngine CRM

Suggest an Alternative

Missing a software in the list? We are always happy if you help us making our site even better.

Suggest an Alternative

AdvisorEngine CRM Reviews

We have no reviews for AdvisorEngine CRM.

Write a Review

Features

  • Workflow and automation
  • Activity Monitoring
  • Communication Management
  • Customizable fields
  • Segmentation
You can always update AdvisorEngine CRM to add more features!

Screenshots

AdvisorEngine CRM screenshot 1
AdvisorEngine CRM screenshot 2
AdvisorEngine CRM screenshot 3

Comments

Commenting on this article is disabled right now.

About This Article

This page was composed by z.glass and published by Alternative.me. It was created at 2020-12-14 13:21:51 and last edited by z.glass at 2020-12-14 10:00:23. This page has been viewed 445 times.

Did you like this article about AdvisorEngine CRM? Please rate it!
0 of 0 liked this article. This is equivalent to a star rating of 0.00 / 5.
Yes
No

More Software in Business Software > Finance and Accounting

More Popular Business Software

Filter Platforms

{{key}}

Filter Features

Suggest an Alternative to AdvisorEngine CRM
{{ suggestSubmitSuccess }}
You can only sugggest alternatives that are already published on our platform. If you want to submit a software or app, please visit your account page to submit a software.
List of Suggestions
Please start typing the name of the software you want to suggest as alternative to AdvisorEngine CRM in the field above.
{{ suggestSubmitError }}
Suggest {{ suggestedAlternatives.length }} Alternative(s)
Login
This action requires user authentication. Please log in.
Don't have an account yet? Sign up.