What users are saying about
5 Ratings
This review does not include a rating.
5 Ratings
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Score 8.8 out of 100
This review does not include a rating.

Likelihood to Recommend

Junxure

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.
Lisa Humbert | TrustRadius Reviewer

Wealthbox CRM

No answers on this topic

Pros

Junxure

  • 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!
Malise Holder | TrustRadius Reviewer

Wealthbox CRM

No answers on this topic

Cons

Junxure

  • 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.
Anonymous | TrustRadius Reviewer

Wealthbox CRM

No answers on this topic

Likelihood to Renew

Junxure

Junxure 9.1
Based on 1 answer
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.
Lisa Humbert | TrustRadius Reviewer

Wealthbox CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

Junxure

The customer support is amazing and was a big reason my firm chose Junxure to work with. While the software may seem the same, Junxure has been working on enhancing their offer and the new upcoming version seems to eliminate some of the points of pain such as allowing for customization, reduction of clicks, and making things more intuitive. They are also creating a web form where clients can fill out their info which eliminates work on our part.
Anonymous | TrustRadius Reviewer

Wealthbox CRM

No answers on this topic

Return on Investment

Junxure

  • Junxure has impacted us positively in every way! We can spend more time growing our business by focusing more on our clients. We reduced our paper usage and being digital saves us precious time and money.
Malise Holder | TrustRadius Reviewer

Wealthbox CRM

No answers on this topic

Pricing Details

Junxure

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Wealthbox CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

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