Great customer service and features with enhancements to come
March 23, 2021

Great customer service and features with enhancements to come

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Junxure

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.
  • It has saved time by automatically capturing emails.
  • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
  • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
The customer support is amazing and was a big reason my firm chose Junxure to work with. While the software may seem the same, Junxure has been working on enhancing their offer and the new upcoming version seems to eliminate some of the points of pain such as allowing for customization, reduction of clicks, and making things more intuitive. They are also creating a web form where clients can fill out their info which eliminates work on our part.

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

It’s well suited for document management, CRM needs (especially in that it can automatically import emails), and report generation (such as needing to see all local clients and their addresses or all clients who have a complaint on file, or last contact of a client). They have some version of being able to send out mass emails I believe but we never use that function because it seems clunky.