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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 …
Overview
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
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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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What is Junxure?
Junxure Technical Details
| Operating Systems | Unspecified |
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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 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.
- 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.
6
Operations, Advisor, Administrative
1
Our representative is good at troubleshooting issues and set up Junxure. This enables her to find issues quickly or know who to contact.
- 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!
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.
- 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!
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your BD. If you are an RIA, I would check out their integrations pages and find out what other systems you already use. Especially if you BD uses a proprietary custodian. They may only be integrated with one CRM.
Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.
Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.