Review Detail

 
Junxure Hot
CRM Software
by Guest     October 20, 2009    
kellym812

View all my reviews (5)
Overall rating 
 
 
3.6
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Overall a great CRM for financial advisors.

Would recommend this software to other advisors.

User Review

The Bottom Line
We mainly use Junxure for storing client information, employee and client actions, global letters and emails, marketing and planning.
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