Name: Junxure
Rating: 9.5 (7 reviews)
Author: AdvisorEngine

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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### Client Management
User sentiment regarding Junxure's client management abilities is predominantly positive, with users highlighting the platform's effectiveness in organizing client data, streamlining workflows, and ensuring tasks are completed efficiently. The ability to customize workflows, track client interactions, and generate detailed reports has been particularly well-received. While some users have mentioned minor issues such as the need for improved notifications and initial training for less tech-savvy staff, overall, Junxure's client management features have been instrumental in enhancing productivity and client satisfaction within organizations. (Source Reviews: [1](https://www.trustradius.com/reviews/junxure-2022-03-24-10-00-56), [2](https://www.trustradius.com/reviews/junxure-2022-02-10-19-43-21), [3](https://www.trustradius.com/reviews/junxure-2021-03-11-16-40-56), [4](https://www.trustradius.com/reviews/junxure-2021-03-20-20-52-26), [5](https://www.trustradius.com/reviews/junxure-2020-12-05-04-18-10))

### Task Management
Users consistently praise Junxure's task management capabilities, highlighting its efficiency in delegating work, creating workflows, and organizing tasks with due dates. They appreciate the time saved by automating tasks like capturing emails and the ease of tracking tasks without manual effort. The ability to assign tasks to teammates based on responsibilities is seen as a valuable feature that enhances productivity. Additionally, the integration with other tools like Riskalyze, Orion, Schwab, MGP, and Office 365 is commended for providing a comprehensive view of client data and streamlining processes. Junxure's user-friendly interface and support team further contribute to a positive user experience in managing tasks effectively. (Source Reviews: [1](https://www.trustradius.com/reviews/junxure-2022-03-24-10-00-56), [2](https://www.trustradius.com/reviews/junxure-2021-03-20-20-52-26), [3](https://www.trustradius.com/reviews/junxure-2020-12-05-04-18-10), [4](https://www.trustradius.com/reviews/junxure-2021-03-11-16-40-56))

### Email Communication
Users have varying opinions on Junxure's email communication capabilities. Some reviewers praise the platform for its integration with Office 365, allowing for streamlined email management and mass email distribution. They appreciate the efficiency gained from being able to convert emails into tasks directly within the system. However, others express reservations about the mass email feature, finding it cumbersome and not as user-friendly as desired. Despite these mixed reviews, Junxure's email communication functionality remains a notable aspect for many users, offering a centralized hub for managing client and interoffice correspondence. (Source Reviews: [1](https://www.trustradius.com/reviews/junxure-2021-03-20-20-52-26), [2](https://www.trustradius.com/reviews/junxure-2020-12-05-04-18-10), [3](https://www.trustradius.com/reviews/junxure-2021-03-11-16-40-56))

### Team Collaboration
Reviewers consistently highlight Junxure's team collaboration features as a key strength, emphasizing the platform's ability to streamline communication and task management among staff members. Users appreciate the ease with which they can coordinate with colleagues, track project progress, and maintain transparency within the team. The integration of tools like Riskalyze, Orion, Schwab, MGP, and Office 365 further enhances collaboration by providing a centralized hub for accessing client data and converting emails into actionable tasks. Junxure's user-friendly interface and automation capabilities contribute to creating a conducive environment for effective teamwork and productivity. (Source Reviews: [1](https://www.trustradius.com/reviews/junxure-2021-03-11-16-40-56), [2](https://www.trustradius.com/reviews/junxure-2020-12-05-04-18-10))

### Customer Service Tools
Users unanimously praise Junxure's customer service capabilities. Reviewers consistently highlight the ease of use and personalization features that Junxure offers, making it a preferred CRM for establishing personalized relationships with customers. The automation tools provided by Junxure are commended for quickly distilling relevant customer information, enhancing the overall customer experience. Additionally, the platform's customizable information control and real-time adaptability are lauded for aiding in tracking and understanding client interests effectively. Despite some minor concerns raised about customer service lacking in certain areas, the majority of users appreciate Junxure's robust customer service department and the free training provided to enhance staff digital literacy. The reports and data manipulation capabilities within Junxure are also highly valued, allowing users to generate detailed insights and reports to support their customer service strategies effectively. (Source Reviews: [1](https://www.trustradius.com/reviews/junxure-2022-02-10-19-43-21), [2](https://www.trustradius.com/reviews/junxure-2022-03-24-10-00-56), [3](https://www.trustradius.com/reviews/junxure-2020-12-05-04-18-10), [4](https://www.trustradius.com/reviews/junxure-2021-03-20-20-52-26))

Limited integration options: Some users have mentioned that Junxure's integration options are limited compared to competitors like Redtail and SF. However, this has not caused any major issues for them.

Lack of customizable home screen: Several reviewers have expressed their disappointment with the lack of customization options for the home screen in Junxure. They feel that this results in wasted space and requires extra clicks to access the desired information.

Difficulty accessing detailed records: A common concern among users is that it takes quite a few clicks to access detailed records in Junxure, which can make the process less efficient. They would prefer a more streamlined approach to retrieve specific information.

Junxure is a comprehensive CRM software that serves as the central hub of information for organizations, providing a wide range of use cases for different departments. From project management to client data and email communication, Junxure is praised by users as an essential tool for streamlining workflow and improving overall productivity.

One of the key benefits of Junxure is its integration with other platforms, making it the main source of data for every department within an organization. By acting as a hub, Junxure allows administrators, advisors, and other employees to access all relevant information in one place, saving time and effort. Users have reported improved time management and increased organization by customizing the dashboard to their company's specific needs.

The software's ease of use and intuitive interface have been highly appreciated by users, as it does not require any coding knowledge. This results in a smooth learning curve and an enhanced user experience. The integration with Office 365 has proven particularly valuable, enabling users to sync contacts, calendars, and easily send mass emails and newsletters from the platform. This integration has saved users a significant amount of time.

Junxure is widely recognized as an excellent CRM solution for personalized customer relationships. It facilitates personalized customer service across various work areas, allowing employees to quickly distill relevant customer information and provide a tailored experience. Users can easily customize information control and make real-time changes to efficiently track client interests.

For advisory firms, Junxure excels as a CRM system that enables teams to document client interactions, share notes for compliance and marketing purposes, and delegate action items between employees. It serves as a central repository for client contacts, upcoming actions, workflows, and administrative tasks. Overall, Junxure is valued for its extensive functionality and its ability to enhance the direct experience clients have with the company.

Successful integration with various tools: Users have found that Junxure integrates well with popular tools such as Riskalyze, Orion, Schwab, MGP, and Office 365. They appreciate the convenience of accessing client data immediately upon logging in, eliminating the need for multiple tools.

User-friendly interface and helpful support: Reviewers commend Junxure's user-friendly tools and website for their ease of navigation. They also mention the availability of support tools and a responsive support team that effectively addresses any questions or concerns.

Automation of repetitive tasks: Users emphasize the ability to automate repetitive tasks through Junxure. Creating workflows and monitoring their progress is considered a valuable feature. Additionally, users appreciate the functionality to alert colleagues about task status without resorting to email or chat communication.

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.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Growth

Unlimited

Creatio

Junxure

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Likelihood to Recommend

Likelihood to Renew

AdvisorEngine

Key Account Manager

Junxure 2022-02-10 19:43:21

Adobe Acrobat

Microsoft 365

Orion Practice Management System

Director of Operations

Junxure 2021-03-11 16:40:56

Independent Financial Advisor

Junxure 2020-12-05 04:18:10

QuickBooks Desktop Enterprise

SAP Analytics Cloud

Morningstar Advisor Workstation

eMoney Advisor

Junxure 2022-03-24 10:00:56

Intuit Mailchimp

Calendly

Redfin

Junxure 2021-03-20 20:52:26

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Lot of detail

Free training

Past due

Not as efficient

Staff members

Learning curve

Incredible customer

Integration options

Trial and error

Service department

Office 365

User friendly

Important tasks

Amount of detail

Easy to navigate

Organize tasks

Work from home

Support tools

Cross channel

No coding

Home

Financial Services CRM Systems

Junxure has guaranteed productivity improvements with the use of functions that do not require coding, this means that the learning curve is very easy, improving our experience. Customer service is already a personalized and easy job to implement in many work areas, this shows that Junxure is the most suitable CRM to have a personalized relationship with customers. Junxure automation helps to more quickly distalize the most relevant information data for customers and thus improve their direct experience with the company, information control can be easily customized according to our goals and we can also make changes on the fly to have a register of the interests of our clients.

No coding required.
Personalization shows that it is a very simple tool to use.

Junxure CRM robust and very easy to customize allowing changes to be made on the fly without any inconvenience, we improve the interaction with our clients in a scalable way according to their own requirements.

Data digitization.
Advanced feature customization.

Advanced consolidation of strategies for personalized customer service.
Usability is perfect.

Junxure is being used by our entire organization as the main source of information. This includes projects and follow-up, client data, emails (both client and interoffice), status of projects, mass client notification emails, and documents. We also have integrated with many other platforms to allow us to use Junxure as our hub or main source of data.

Integrations - We have had wonderful success with our integrations like Riskalyze, Orion, Schwab, MGP, and Office 365! We are able to see client data right when we log in. Instead of using more than one tool.
User-friendly tools and website- Junxure's site is very easy to navigate and their support tools and support team is wonderful if you have questions.
Automating repetative tasks- You are able to create awesome workflows through Junxure and then monitor their progress. You are also able to alert fellow employees on the status of a task without sending an email or chat.
Office 365 Integration Email Feature-We also use Junxure to quickly click and convert an email into a task so our Inboxes in Outlook can be cleared daily! This is one of my favorite tools!

I would like to see Junxure give you the ability to change due dates of task in bulk.

Junxure has delivered! They continually strive to make their product better and to help you in any way they can.
They also take suggestions for future releases.
Junxure is well worth the expense due to the number of hours saved by the company and being able to see, at any moment, which tasks each employee has.
Our objective was to make one place where everyone could go to get information instead of using numerous applications.

Orion, Adobe Acrobat DC, Microsoft 365 (formerly Office 365)

Client meetings and preparation
Billing workflows
Compliance workflows

Service monitor has been exceptional for making sure we are in constant contact with clients on a specific schedule.
We also use recurring actions and schedule appointments on our own calendars through Junxure! It is awesome!

Junxure is being used in every department. From administrators to Advisors, we are all benefiting. Time management has seen the biggest improvement, as we are spending less time with paperwork. We are all more organized, as we set the dashboard according to our company's needs. We never have to look for anything; everything is structured and has a place. Workflow and productivity have increased exponentially. The integration with Office 365 has helped us save a lot of time too. We have synced all our contacts and our calenders and even send out mass emails and newsletters from the platform.

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!

We don't have any disadvantages, only one struggle that we noticed when moving over to their platform. Not all our staff were digitally savvy, and we had to get training for them. Fortunately, Junxure offered free training to all our staff members, and an incredible customer service department to help when needed.

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.

We use Junxure in the office to delegate action items for our clients between our employees. I use Junxure every single day to organize my workflow and organize my day. Junxure is a very helpful tool to make sure that work is divided evenly, there is a detailed record of actions on client accounts, and to be sure that no steps are missed within any process.

Delegate work between employees.
Create workflows so no steps are missed within any processes.
Organize tasks with due dates.

Customer service lacking.
Redesign makes it more confusing to go back to "past due & due today actions".
Notifications when actions are assigned to you by someone else would be helpful.

Personalized workflows.
Email blast.
Birthdays list.
Client classification.
Notes: more detailed info on clients kept there.

Not sure - I did not pay for it personally.

Morningstar Advisor Workstation, QuickBooks Desktop Enterprise, eMoney Advisor

It is used by every employee at our company as a CRM software to document client contacts based upon time and date and details of contact, upcoming actions, workflows such as opening accounts or money transfers, organize and save client paperwork, and to efficiently complete reoccurring office tasks that are administrative in nature or in relation to key compliance tasks.

Reports that can be created from records. There are many ways you can splice the data and Junxure can get you almost whatever information you would like (assuming that you’ve put it in the system at some point).
Amount of detail that can be added for each record level helps us to be thorough.
Their customer service is great. Whenever a problem arises they solve it or if you don’t know how to do something they can help you out.

While there is a lot of detail that can be added to each record it does take quite a few clicks to get there so it’s not as efficient as I would like for it to be.
There’s quite a learning curve to figuring out the most efficient way to create the reports you need. It’s usually possible, but it can take some trial and error which can be time-consuming.
The Home Screen is not currently customizable so there are often modules I never click on or use and then it just creates wasted space on my home page and additional clicks.

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!

Junxure

Overview

What is Junxure?