Junxure, your next CRM!
March 08, 2018
Junxure, your next CRM!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Junxure
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.