Junxure CRM

Junxure CRM

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What is Junxure CRM?

Junxure CRM is a customer relationship management software designed specifically for financial advisors. With its user-friendly interface and customizable features, it streamlines daily tasks and helps advisors build strong client relationships for long-term success. Say goodbye to scattered client information and hello to the organized is a workflow of Junxure CRM.

Key Features of Junxure CRM

  • Application Management
  • Analytics
  • Alerts / Escalation
  • Ad hoc Analysis
  • Action Item Tracking
  • Accounting Integration
  • Account Alerts
  • Access Controls/Permissions
  • Annotations
  • Alumni Management
  • Advocate Management
  • Ad Hoc Reports
  • Accounts payable
  • Accounting
  • Access control
  • A/B Testing
  • Appointment Management
  • Analytics/ROI Tracking
  • Allocation
  • Ad hoc Query
  • Activity Tracking
  • Accounts Receivable
  • Account Based Marketing
  • Access Monitoring
  • 1-click installationWorks with GoogleApps

Junxure CRM Pricing

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Junxure CRM Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Monthly, Yearly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Api, Customization, Mobile Support, Web App, Windows
Mobile Platforms: Yes
Available Support: Email
Desktop Platforms: Yes
Languages Available: English
Company Details
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Company Name AdvisorEngine
Company Website Visit Website
Junxure CRM Description

Junxure CRM is a powerful customer relationship management tool designed exclusively for financial advisers and wealth management organizations. It was created for financial advisors and includes sophisticated workflow automation, complete client management capabilities, and robust compliance features to help with daily operations. Advisors can use Junxure to combine customer demographics, investment data, and communication history into a consolidated system, allowing for a better understanding of client performance and more effective strategy modification.

The platform has substantial connectivity with portfolio management and financial planning tools such as Schwab OpenView Gateway and Wealthscape, which improves data accuracy and accessibility. Advanced reporting tools, task and workflow management, email marketing templates, and a centralized action screen all improve operational efficiency. While it may take some time to understand because to its extensive functionality, Junxure enables advisors to optimize client service, maintain compliance, and improve practice management through predictive analytics and automated suggestions.

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Junxure CRM FAQ's

The top 5 features of Junxure CRM include:

  1. Application Management
  2. Analytics
  3. Alerts / Escalation
  4. Ad hoc Analysis
  5. Action Item Tracking

Junxure CRM serves a wide range of businesses including StartUps, SMEs, Agencies, Enterprises.

Junxure CRM is compatible with multiple platforms, Yes, IOS , Android

The top three competitors of Junxure CRM are Newton CRM, TechUnity ERP and StrategicERP. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Currently, Junxure CRM does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.

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