Review Detail
Overall rating
3.4
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
3.0
Pricing
3.0
Junxure keeps us organized and helps with communication
We have had Junxure almost two years and are still trying to figure out the best way for our firm to use it.
User Review
The Good
We like the interaction with Outlook.
The Bad
Reports could be better.
Some staff find it a little cumbersome - too many steps involved with documenting a conversation with their client, for example.
Some staff find it a little cumbersome - too many steps involved with documenting a conversation with their client, for example.
The Bottom Line
Good CRM but many staff members will not use most of the functions.
Was this review helpful to you?
Comments
Ordering
