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Junxure is a comprehensive CRM software that serves as the central hub of information for organizations, providing a wide range of use …
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What is Junxure?
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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What is Junxure?
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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Alternatives Pricing
What is Redtail CRM?
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.
What is Creatio?
Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.…
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| Mobile Application | No |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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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.
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.
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Reviews
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March 24, 2022
Junxure is a great organization tool for any office
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.
February 11, 2022
Customizable tool to optimize resources for customer service
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.
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.
March 17, 2021
Great CRM! Increase productivity and get your time back!
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.
December 11, 2020
The best CRM to improve productivity!
Score 10 out of 10
Vetted Review
Verified User
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.
March 08, 2018
Junxure, 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.