Junxure Reviews

Great technology and simple to use. I'm glad we have this in our technology platform.

Advisor Engine is great to use. I highly recommend it.

Advisor Engine allows me to keep in touch with my clients and prospects and is so easy to use.

I like the actions and the ability to keep track of clients.

It would be nice to have a better educational pieces on how to use Junxure.

We use Junxure to keep track of our client tasks and how we handle those.

Junxure is a great tool to ensure all steps are followed when doing anything client-related. It helps me to keep all tasks in order and helps team communciation.

One downside is that it is a bit difficult to get in touch with customer service at times, and I have experienced several slowdowns/crashes with the new move to Advisor Engine.

It's a very useful tool for any office in any industry

It helps me to be more thorough and be sure nothing is missing in all client services, paperwork, follow up, et cetera. I would definitely not be nearly as productive without it.

The ease of navigation, the layout is great and the support team is always very helpful. I like that it is easy to run reports on almost anything available in the system. Document retention is great as well with sub-folders for ease of locating particular important documents.

Nothing, really. I have been using Junxure for almost 14 years and it has improved so much since I started using it.

Annual meeting schedules and goal setting.

Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us working from home. Productivity is at an all-time high! Nothing will get forgotten as everything is being kept track of. The best part is that our clients can access their investment data anytime.

We dislike very little as a company, but we should mention that those who are not tech-savvy and not working digitally prior might struggle at first. Fortunately, we got free training for all our staff and are happy with the outcome.

Don't hesitate to move your work to a digital platform. Once you have done the training (which is free for you and your staff), your business will be more productive. You'll save a lot of time which can be spent on increasing profits.

One of the major problems we faced before using Junxure was all the paperwork. Documents would get misplaced and filing cabinets were filling up. With Junxure being a cloud-based CRM, we have been able to go paperless. Not only are we saving time, but we are also saving the environment!

One of the many benefits includes being able to send mass emails and newsletters to our clients. This saves us time from having to email each person individually.

Having all our clients' data and information stored in one centralized hub makes our work more structured and easier to plan out our days. Workflow is like a well-oiled machine!

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.

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.

Contact me to discuss this application and how you would use it and I can help you to implement it.

This is a primary contact relationship management software and we utilize it daily. All of our employees rely on it for organization and reminders. As a matter of fact many of our users are expanding their knowledge of Junxure to include the use of recurring actions and action sequences - which has improved their ability to complete ongoing work that could take months to perform (it reminds them of the step they are on and what is needed in order to complete that step).

Ability to customize, the amount of information you can enter, the customer service, training provided all excellent.

There isn't much I don't like. Anytime I've had an issue Junxure support has solved it for me.

Take advantage of the free training offered by Junxure.

Junxure is more than just a rolodex. It has the ability to keep detailed information about the client. And ways to customize fields to capture additional information that is above and beyond what Junxure recommends.

I like its flexibility the most and the fact that it integrates with outlook add-ins and other communication platforms. The flexibility allows us the ability to customize work flows for every situation.

Sometimes the number of features can confuse users. Also, it is difficult to navigate and not extremely user friendly or intuitive, especially when it comes to creating customized flows and the like.

It has helped with contact management and the recording of interactions with clients, just like any other CRM does. However it also allows us to do a great deal more with its data mining search capabilities and customizable searches. This allows us to do direct marketing within our book and prospects entered in the CRM.

Being able to household both spouses, connect other related clients, build out work flows. Process reports to sort accounts and details of clients.

The email function is frustrating to use, very clunky. We have found a work around, but we would love this feature to be better.

Client information, work flows, being able to sort and group clients in categories. In the end, it saves us time and people resources being so well organized.

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.

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.

Definitely participate in any and all training! Junxure is not 100% user intuitive until you've used it and explored for a bit. BUT it is a wonderful CRM system and the workflows are extremely useful... As long as the users know how to use it. :)

Problems solved: An all-use, to-do list for all possible clients. One of the best CRM managers I've seen. Benefits: Having a record of everything done for a client or prospect, a universal service you can access from anywhere with an internet connection, the ability to store documents and other items, and the ability to quickly pull reports.