AdvisorEngine CRM Reviews & Product Details - Page 3

Simplicity and ease of use come to mind Review collected by and hosted on G2.com.

Sometimes the notifications can be overwhelming Review collected by and hosted on G2.com.

What was good about junxure was the reporting feature and the tags. It was straight forward, not all CRMs use those straight forward tags. Review collected by and hosted on G2.com.

It was very old fashioned and took a while to open. It wasn't cloud based and the desktop version would take very long to load. It would slow down the computer. Review collected by and hosted on G2.com.

There are so many pieces you can put in to one task from e-mails to documents to follow up notes. The deliverables section allows you to set rules where you will get automatic reminders. The due dates allow you to keep track of things. The reports are pretty easy to use once you get the hang of them and allow you to easily export data in house. Review collected by and hosted on G2.com.

There is nothing automatically time stamped. It would be great to have a note section AND a running feed of actions taken that were automatically time stamped. Right now, everything within a task is editable making it hard to track and verify who did what (SalesForce does a great job at this when you chatter to someone or save a change). Review collected by and hosted on G2.com.

I love how everyone in the office has access to files since the beginning of the business! Review collected by and hosted on G2.com.

It needs to technologically updated. It's a little dated. Review collected by and hosted on G2.com.

It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data clean up is hardly the ideal use of anyone's time. As with any database, the database is only as good as the data within it.

Junxure keeps all of our clients and tasks organized. It is fairly user friendly, although not always the most intuitive. The Junxure support team is often available and good at solving our problems. Review collected by and hosted on G2.com.

Junxure has some small things that are frustrating and unavoidable. For example, you can only have 2 windows open at one time. I think that the software is kind of clunky. In order to access and run different reports, you have to go into sections that are not named very intuitively. Junxure almost has its own set of lingo and you have to REALLY understand it. With this program, it is imperative that you really understand its purpose, how it works, and best practices. Without proper training and procedures, there is no way to get all of the things out of Junxure that you can get to make the product worthwhile. Review collected by and hosted on G2.com.

Ability to customize, the amount of information you can enter, the customer service, training provided all excellent. Review collected by and hosted on G2.com.

There isn't much I don't like. Anytime I've had an issue Junxure support has solved it for me. Review collected by and hosted on G2.com.