Junxure vs. Transvision Client Lifecycle Management (CLM)

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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!

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info