Juniper Square Reviews & Product Details

1) User-friendly interface

2) friendly, timely, and helpful support team

3) CSM touch point Review collected by and hosted on G2.com.

Not great for scaling business with volume:

1) need Customer ID to distinguish individuals with the same name

2) building positions from subscription acceptance step is error prone and results in data breaches

3) investors are unlikely to get on computer and phone interface is weak for LPs Review collected by and hosted on G2.com.

The overview of upcoming developments at Juniper Square and the opportunity to meet some of the leadership was great! The round table with peers was also great. The customer support is great and our implementation process on the Fund Admin side has been great. Review collected by and hosted on G2.com.

Juniper Square is currently not the easiest to update or make edits in. Review collected by and hosted on G2.com.

Will allow us to be more efficient in our fundraising process and CRM initiatives. User friendly and customizable. Review collected by and hosted on G2.com.

We recently signed up with JSQ so we are in the onboarding stage. From what we’ve seen there hasn’t been anything we dislike about the platform. Review collected by and hosted on G2.com.

I like the Simplicity and professional lool Review collected by and hosted on G2.com.

I have to set up multiple positions as separate investors for different classes Review collected by and hosted on G2.com.

I like the scalability of the Juniper system. The juniper team is great to work with. Review collected by and hosted on G2.com.

We are new to system. At this time it is hard to assess the shortcomings. Review collected by and hosted on G2.com.

The organization of entities and offerings and mass emailing. Review collected by and hosted on G2.com.

Contacts could use more filters. I can get halfway there but need to manually finish what I am trying to do. Review collected by and hosted on G2.com.

Investor data and reporting organized in one space Review collected by and hosted on G2.com.

Would like to see Better CRM functionality Review collected by and hosted on G2.com.

The user interface is easier to navigate than other platforms and helps maintain organization of items including documents, transactions, reports, etc. Review collected by and hosted on G2.com.

I wish the platform had more drill through options. For example, when in transactions, when in a position being able to set a custom timeframe for transactions to then export in a csv file. Review collected by and hosted on G2.com.

Client facing communications, document distribution and distribution tracking are all easy and efficient Review collected by and hosted on G2.com.

The workflow can be clunky for new investments when not using Juniper Square for all subscription document completion Review collected by and hosted on G2.com.

It's ease of use for the investor. It is straightforward for people to find their docs and important data. Review collected by and hosted on G2.com.

Searching is a nightmare. I also wish there was a way for accounts to populate the organization. Review collected by and hosted on G2.com.