AdvisorEngine CRM Reviews & Product Details - Page 2

detailed information and workflow tracking Review collected by and hosted on G2.com.

Can be lumpy to navigate, the reporting is limited; the learning curve can be a challenge for newer users. Sometimes hard to find information Review collected by and hosted on G2.com.

Householding options were great. Workflow options also worked well. Review collected by and hosted on G2.com.

Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either. Review collected by and hosted on G2.com.

Junxure has been a valuable asset that keeps us organized in regards to our clients and partners. Review collected by and hosted on G2.com.

The email capturing on the server level can pose some problems, though they are working to upgrade this. Review collected by and hosted on G2.com.

We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs. Review collected by and hosted on G2.com.

Sometimes there are so many features you can get bogged down when just trying to complete simple steps. Review collected by and hosted on G2.com.

I love the Pending and Past Due tasks, the ability to assign queues to others, the workflow automation, and especially the customization. Also, the report assistant and the tags and classifications. Also, the ability to save templates in order to pull different reports. Review collected by and hosted on G2.com.

It's not 100% intuitive for some users. Some of my co-workers, especially the older ones, have issues using it. However, I can't blame Junxure for the latter. Also, occasionally I've had to contact Junxure when some of the Mass Data Change options weren't working. However, they did connect with me the same day, provide amazing support, and were able to fix the problem after troubleshooting with me. Review collected by and hosted on G2.com.

I enjoy that the system really has so many possibilities to customize the experience. Being able to export out content from the system also really helps us with our reporting and for Compliance. We frequently use their Service Monitors to customize the experience for a client and make sure we're reaching out as needed so that they get the best experience from us. Review collected by and hosted on G2.com.

I dislike the system's inability to sync as seamlessly with our systems as I would like. There is just way too much of a manual process that I don't love to sift through. Additionally, we have a huge issue with the amount of content that's put into the system- we don't need that for everyone! I wish we could customize some of the information so that the clients that don't need a certain category or subsection could be hidden, rather than blank. Also, it's hard to understand when data has been updated in different sections; adding an automatic timestamp would be incredibly helpful in this scenario. Review collected by and hosted on G2.com.

Having a crm that has all information for each account in one place. Meetings, Phone calls, and other notes. We did not have a crm prior to this, we only used outlook. Review collected by and hosted on G2.com.

It is difficult to set up a new record and hard to figure out how to update the different sections. There are many places to put information and different places to link information within the record. I am learning but it definitely takes some time. Watching the learning videos is very helpful. Review collected by and hosted on G2.com.

Junxure is able to store data in a very organized fashion, if used correctly and all users are instructed thoroughly on how to organize / categorize items. Review collected by and hosted on G2.com.

It is not an intuitive software; data is not always available where you would expect it, and users often are not completely on the same page of how to classify everything. I have found it requires a serious training session to truly get everyone up to speed, and the time / effort for training a new user can be taxing. Review collected by and hosted on G2.com.

The easy set up of all contacts. I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts), I was able to quickly import them via a simple tool that CRM provides within the application. Additionally, maintenance of these contacts is very simple. I also like the fact that you have a simple document retention system built into the software. It's a rather simple system but usable for small firms. Also, the Actions (reminders) are very easy to use and work with. There are single reminder actions as well as recurring actions and action sequences (each sequence denotes a specific action that needs to be taken before the next step can be performed) available for use. Review collected by and hosted on G2.com.

The document retention system that is built into the software utilizes Windows Explorer in order to display all documents/files associated to the given contact record. However, there is no "check-in/check-out" process involved, so users inadvertently delete a file, it will no longer appear in the documents list within the application. I guess I wish this system would have some form of controls placed on those documents to prevent user related issues. Review collected by and hosted on G2.com.

Junxure makes it easy to work with another individual or a team of people within the office to accomplish the task at hand. Review collected by and hosted on G2.com.

It's very slow and not as user friendly as it could be. The reports section could use some updates - and after moving from Junxure desktop to Junxure cloud, it appeared that many features seemed to be lost, rather than improved upon. Review collected by and hosted on G2.com.