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.
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Zoom Workplace
Score8.6 out of 10
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Zoom Workplace, Zoom’s open collaboration platform with an AI Companion, empowers teams to be more productive, and strengthen customer relationships throughout the customer lifecycle with Zoom’s Business Services for sales, marketing, and customer experience teams, including Zoom Contact Center.
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.
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
In most cases, and I mean almost all, Zoom is vastly superior to Teams in terms of functionality and ease of use. Case in point: I recently tried to join a Teams meeting in the web browser, and it took me multiple attempts to access it. This NEVER happens with a Zoom link.
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. TR verified that a representative sample of customers was invited. 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!
Audio quality of phone calls is spot on. Calls are clear and crisp.
Video quality of video meetings are clear and there aren't any pixelization artifacts that some systems can have.
Having AI summaries have been life changing for us. We no longer have to concentrate on note taking, like we did in the past. The summaries are accurate and enable us to put our efforts in the meeting or conversation. Plus, we can save them into our practice management system as required.
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
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.
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
Allow a way to group individual people chats - not channels just individual peeps into groups for ease of finding - like how you can group shared calendars into sections in Outlook
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.
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
We're sticking with Zoom for the foreseeable future--given its compelling feature set, ease of use, and advanced technology, there's just no other competition to be excited about. Plus it's a Gartner-recognized industry leader, so it's a rather easy choice.
Zoom is made for the non tech office. It has features that can be made to do what you need to run things on a day to day basis. Immediately we we able to get meetings going with remote employees. The ability to be able to add smartphone connected people was a big plus. Zoom met our needs at the time.
There have been less than a handful of outages during our two years with Zoom, and whenever there was one, an email informing us of the outage went out immediately, and they had the issue resolved shortly thereafter.
Zoom has among the best performance of any video conference platform, as I've mentioned several times. Besides that, their Chat platform works great, and their back end always runs smooth. It's unfortunate that reporting can now only be done by one month at a time, but nonetheless, it only takes a second to run any kind of Zoom report, whether it's an attendee report, Poll results, a user report, a list of meetings from the past month, etc.
Because I got a response right away, and was assigned one specific individual to work with me from the beginning to the resolution. I had an actual email address and direct contact with this person without having to start over and over every time I contacted Zoom - this singular individual remained attentive and was well informed on the subject matter and quite able to resolve my needs.
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
If you receive any pushback from higher ups, point to any of the various positive reviews like this one. Or show Zoom's excellent Gartner report, or articles describing Zoom's partnership with Sequoia capital. It's not difficult to show how Zoom is a trustworthy industry leader with best-in-class technology.
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.
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
Zoom Workplace is typically on the more expensive end against other options, but it's the industry leader for a reason. It has the most brand credibility by far, but that doesn't mean it's perfect. There are limitations when it comes to technical performance, customization and video/audio quality. I prefer Slack myself for communication apps, but Zoom Workplace is a good alternative.
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. TR verified that a representative sample of customers was invited. More Info
The billing and price model is really fair for so many functions that they offer, our remote work requires each of the features that Zoom offers, so accepting payment for a tool like this is the least we can do. I like that billing arrives on time and that they offer opportunities and payment times.
Because the Basic licenses are completely free, and because it's very easy to configure and install Zoom, and because anyone can join Zoom from a link without needing an account, scaling is a Breeze. There are absolutely no roadblocks. My company keeps adding more Zoom Pro license every week since it's so in demand. We were able to convert users from several different platforms onto Zoom with no trouble at all.
Zoom is perfect for our business. We use it to video chat with prospective clients. The name recognition alone gives us credibility and it is very easy to screen share and send content out.
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!
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
We have not lost much productivity in our teamwork during the pandemic because of the ability to have Zoom video calls and keep everyone in touch. This is definitely a positive.
We are able to have more people participate in coaching sessions (described earlier) because we don't have room space limitations. This is a big positive.
Being able to start a meeting instantly is great when we are doing support and/or training with a client over the phone and need to be able to share a visible
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
