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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Junxure

    Score9.5 out of 10
    N/AJunxure 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

    OnePageCRM

    Score10 out of 10
    N/AOnePageCRM aims to turn the complexity of a CRM into a simple to-do list. This action-focused CRM helps users interact with contacts by setting simple follow-up tasks. Just out of a promising sales call? Type the next action to "Send a quote", set a date, and move on to the next contact. Contacts will be sorted by task priority so the user can sell with focused attention to each prospect and client. OnePageCRM can be tried with a 21-day free trial today.

    $9.95

    per month per user

    Pricing
    JunxureOnePageCRM
    Editions & Modules
    No answers on this topic
    Professional Plan (Annually)
    $9.95
    per month per user
    Professional Plan (Monthly)
    $15
    per month per user
    Business Plan (Annually)
    $19.95
    per month per user
    Business Plan (Monthly)
    $29
    per month per user
    Offerings
    Pricing Offerings
    JunxureOnePageCRM
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—OnePageCRM offers 4 months free in annual subscriptions.
    More Pricing Information
    Community Pulse
    JunxureOnePageCRM
    Considered Both Products
    AdvisorEngine
    No answer on this topic
    OnePageCRM
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    JunxureOnePageCRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    9.3
    4 Ratings
    17% above category average
    Customer data management / contact management00 Ratings9.94 Ratings
    Workflow management00 Ratings10.04 Ratings
    Territory management00 Ratings10.02 Ratings
    Opportunity management00 Ratings10.03 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings10.02 Ratings
    Contract management00 Ratings5.43 Ratings
    Quote & order management00 Ratings10.02 Ratings
    Interaction tracking00 Ratings9.53 Ratings
    Channel / partner relationship management00 Ratings9.22 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    9.9
    3 Ratings
    25% above category average
    Case management00 Ratings9.93 Ratings
    Call center management00 Ratings9.93 Ratings
    Help desk management00 Ratings9.93 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    4 Ratings
    26% above category average
    Lead management00 Ratings10.04 Ratings
    Email marketing00 Ratings10.03 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    4 Ratings
    26% above category average
    Task management00 Ratings10.04 Ratings
    Reporting00 Ratings10.03 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    4 Ratings
    27% above category average
    Forecasting00 Ratings10.02 Ratings
    Pipeline visualization00 Ratings9.94 Ratings
    Customizable reports00 Ratings10.02 Ratings
    Customization
    Comparison of Customization features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    3 Ratings
    27% above category average
    Custom fields00 Ratings9.83 Ratings
    Custom objects00 Ratings10.02 Ratings
    Scripting environment00 Ratings10.02 Ratings
    API for custom integration00 Ratings10.01 Ratings
    Security
    Comparison of Security features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    4 Ratings
    17% above category average
    Single sign-on capability00 Ratings9.94 Ratings
    Role-based user permissions00 Ratings10.02 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    1 Ratings
    28% above category average
    Marketing automation00 Ratings10.01 Ratings
    Platform
    Comparison of Platform features of Junxure and OnePageCRM
    Feature
    Junxure
    -
    Ratings
    OnePageCRM
    10.0
    3 Ratings
    27% above category average
    Mobile access00 Ratings10.03 Ratings
    Best Alternatives
    JunxureOnePageCRM
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    JunxureOnePageCRM
    Likelihood to Recommend
    9.5
    (6 ratings)
    7.6
    (4 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    JunxureOnePageCRM
    Likelihood to Recommend
    AdvisorEngine
    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.
    Incentivized
    Read full review
    OnePageCRM
    OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
    Incentivized
    Read full review
    Pros
    AdvisorEngine
    • 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!
    Read full review
    OnePageCRM
    • It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
    • You can do mass actions-- like rescheduling a group of actions for another day.
    • "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo
    Incentivized
    Read full review
    Cons
    AdvisorEngine
    • 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.
    Incentivized
    Read full review
    OnePageCRM
    • The ability to interface with all or many VoIP services would be top of my priority list
    • Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
    • The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board
    Incentivized
    Read full review
    Likelihood to Renew
    AdvisorEngine
    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.
    Incentivized
    Read full review
    OnePageCRM
    No answers on this topic
    Alternatives Considered
    AdvisorEngine
    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.
    Incentivized
    Read full review
    OnePageCRM
    We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.
    Incentivized
    Read full review
    Return on Investment
    AdvisorEngine
    • 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!
    Incentivized
    Read full review
    OnePageCRM
    • OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
    • OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.
    Incentivized
    Read full review
    ScreenShots

    OnePageCRM Screenshots

    Screenshot of OnePageCRM transforms the user's database into an actionable to-do list. Contacts are sorted into Action Stream by task priority so users know what to do next.Screenshot of OnePageCRM displays relevant calls, notes, deals, and golden nuggets about a contact in one place.Screenshot of OnePageCRM's email integration allows users to send emails in bulk, create templates, and track opens.Screenshot of For lead generation, OnePageCRM's browser extension lets users add leads to a CRM from any webpage in one click.Screenshot of For sales on the go, download the OnePageCRM mobile app (iOS & Android). Log calls and update deals.Screenshot of Manage deals with OnePageCRM's drag-and-drop feature and keep track of goals with a live KPI dashboard.