The best CRM to improve productivity!
December 11, 2020

The best CRM to improve productivity!

Malise Holder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Junxure

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.

Do you think Junxure delivers good value for the price?

Yes

Are you happy with Junxure's feature set?

Yes

Did Junxure live up to sales and marketing promises?

Yes

Did implementation of Junxure go as expected?

Yes

Would you buy Junxure again?

Yes

Junxure has proven to be the best thing for our company, especially during COVID-19 and quarantine. We are all able to work from home and access all our clients' data online. We can assign tasks to each other without having to be in the same office space. Productivity and growth increased, and we have been able to focus more on our clients and their needs.