TrustRadius
Junxure is customer relationship management (CRM) software owned and supported by AdvisorEngine since the January 2018 acquisition.https://dudodiprj2sv7.cloudfront.net/product-logos/b1/dr/9ZKF209ZU847.JPEGJunxure, your next CRM!I have been working in the FinTech industry for about 5 years. I have yet to become a credentialed advisor because the need for tech-savvy admins are becoming more and more important for small firms every day. Junxure is a fantastic CRM (specifically the Cloud version, I don't know much about the older version), and is fine-tuned to the needs of an advisory firm. If you are unfamiliar with what a CRM does, it allows your whole team to track the notes from client interactions and share them with everyone. Whether it's for Compliance, Marketing, or just details about the family, a CRM keeps your whole team in harmony, and Junxure is an amazing option.,Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day! Great list of integrations and partners Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline. It's so clean, it's so easy to use. People will get it day 1!,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.,8,Keeps track of every word said by a client. Helps people outside of the investment world to get acclimated to the terminology. Shows were you may have compliance blind spot (if you are watching your users, not to say there's a feature that tracks this specifically) Being without a good CRM is like being without a map. Sure, you can probably get to where you are going, but you may need to backtrack, ask if anyone remembers where we were a month ago, and you will be beaten and muddy when you get there... I would just buy the map. AKA, go get Junxure asap!,salesforce financial services, Redtail CRM, Zoho CRM and Insightly,Redtail CRM, Microsoft Access, Zoho CRM
Unspecified
Junxure
2 Ratings
Score 7.7 out of 101
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>TRScore

Junxure Reviews

Junxure
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.7 out of 101
Show Filters 
Hide Filters 
Filter 2 vetted Junxure reviews and ratings
Clear all filters
Overall Rating
Reviewer's Company Size
Last Updated
By Topic
Industry
Department
Experience
Job Type
Role
Reviews (1-1 of 1)
  Vendors can't alter or remove reviews. Here's why.
No photo available
March 08, 2018

User Review: "Junxure, your next CRM!"

Score 8 out of 10
Vetted Review
Verified User
Review Source
I have been working in the FinTech industry for about 5 years. I have yet to become a credentialed advisor because the need for tech-savvy admins are becoming more and more important for small firms every day. Junxure is a fantastic CRM (specifically the Cloud version, I don't know much about the older version), and is fine-tuned to the needs of an advisory firm. If you are unfamiliar with what a CRM does, it allows your whole team to track the notes from client interactions and share them with everyone. Whether it's for Compliance, Marketing, or just details about the family, a CRM keeps your whole team in harmony, and Junxure is an amazing option.
  • Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day!
  • Great list of integrations and partners
  • Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline.
  • It's so clean, it's so easy to use. People will get it day 1!
  • 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.
If you are approved to use Junxure, go for it! There are other great options available, but I have no specific gripes about Junxure. It's easy to use, it's easy to teach (important when you are trying to show it to a 70-year-old advisor) and keeps your team on the same page. I don't know that I would fight my BD to get it approved, but if you have it as an option, it is worth a look.
Read this authenticated review

Junxure Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (1)
9
Workflow management (1)
8
Opportunity management (1)
9
Contract management (1)
7
Quote & order management (1)
9
Interaction tracking (1)
9
Channel / partner relationship management (1)
7
Case management (1)
10
Help desk management (1)
10
Lead management (1)
10
Email marketing (1)
10
Task management (1)
8
Billing and invoicing management (1)
9
Reporting (1)
8
Pipeline visualization (1)
9
Customizable reports (1)
7
Custom fields (1)
8
Custom objects (1)
8
API for custom integration (1)
6
Single sign-on capability (1)
8
Role-based user permissions (1)
10
Social data (1)
8
Social engagement (1)
8
Marketing automation (1)
9
Compensation management (1)
10

About Junxure

Junxure is customer relationship management (CRM) software owned and supported by AdvisorEngine since the January 2018 acquisition.

Junxure Technical Details

Operating Systems: Unspecified
Mobile Application:No