HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
Junxure
Score 9.5 out of 10
N/A
Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
N/A
Pricing
HubSpot CRM
Junxure
Editions & Modules
Free Forever
$0
Per Month [Unlimited Users]
CRM Bundle
$50
per month
No answers on this topic
Offerings
Pricing Offerings
HubSpot CRM
Junxure
Free Trial
Yes
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
HubSpot CRM
Junxure
Features
HubSpot CRM
Junxure
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
HubSpot CRM
8.1
1663 Ratings
3% above category average
Junxure
-
Ratings
Customer data management / contact management
8.91601 Ratings
00 Ratings
Workflow management
8.41570 Ratings
00 Ratings
Territory management
4.9184 Ratings
00 Ratings
Opportunity management
8.51506 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
8.61619 Ratings
00 Ratings
Contract management
7.9185 Ratings
00 Ratings
Quote & order management
8.21103 Ratings
00 Ratings
Interaction tracking
8.81562 Ratings
00 Ratings
Channel / partner relationship management
8.2186 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
HubSpot CRM
8.1
1118 Ratings
5% above category average
Junxure
-
Ratings
Case management
8.41040 Ratings
00 Ratings
Call center management
7.7895 Ratings
00 Ratings
Help desk management
8.2954 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
HubSpot CRM
8.8
1470 Ratings
12% above category average
Junxure
-
Ratings
Lead management
8.91388 Ratings
00 Ratings
Email marketing
8.61400 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
HubSpot CRM
8.3
1520 Ratings
8% above category average
Junxure
-
Ratings
Task management
8.51454 Ratings
00 Ratings
Billing and invoicing management
8.0766 Ratings
00 Ratings
Reporting
8.41348 Ratings
00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
HubSpot CRM
8.3
1489 Ratings
7% above category average
Junxure
-
Ratings
Forecasting
8.21175 Ratings
00 Ratings
Pipeline visualization
8.51416 Ratings
00 Ratings
Customizable reports
8.31374 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
HubSpot CRM
8.0
1423 Ratings
4% above category average
Junxure
-
Ratings
Custom fields
8.61394 Ratings
00 Ratings
Custom objects
8.61215 Ratings
00 Ratings
Scripting environment
6.3132 Ratings
00 Ratings
API for custom integration
8.6995 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
HubSpot CRM
9.0
1382 Ratings
7% above category average
Junxure
-
Ratings
Single sign-on capability
9.01240 Ratings
00 Ratings
Role-based user permissions
9.01319 Ratings
00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
HubSpot CRM
8.0
949 Ratings
6% above category average
Junxure
-
Ratings
Social data
7.9931 Ratings
00 Ratings
Social engagement
8.1918 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
HubSpot CRM
8.3
1063 Ratings
10% above category average
Junxure
-
Ratings
Marketing automation
8.61056 Ratings
00 Ratings
Compensation management
8.0697 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.
Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
Task management is simple but effective.
Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
Gmail integration is quite smooth along with email tracking.
Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
I would like to see more native options for automation.
Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
It has saved time by automatically capturing emails.
It has created efficiency from having to keep track of tasks manually or keeping power documents around.
It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!