Junxure Cloud

Cloud-based CRM solution for financial advisors
(20 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

US$65,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Action Management Action Management
Action Planning Action Planning
Asset Management Asset Management
CRM Integration CRM Integration
Calendar Sync with Google Calendar Sync with Google
Client Management Client Management
Client Portal Client Portal
Contact History Contact History
Customizable Branding Customizable Branding
Dashboard Creation Dashboard Creation
Data Import Data Import
Data Migration Data Migration
Demographic Data Collection Demographic Data Collection
Document Management Document Management
Document Storage Document Storage
Document Templates Document Templates
Email Integration Email Integration
Microsoft Outlook Integration Microsoft Outlook Integration
Multi-Channel Communication Multi-Channel Communication
Portfolio Management Portfolio Management
Records Management Records Management
Reporting & Statistics Reporting & Statistics
Search Functionality Search Functionality
Secure Data Storage Secure Data Storage
Social Media Integration Social Media Integration
Task Management Task Management
Third Party Integration Third Party Integration
To-Do List To-Do List
Workflow Management Workflow Management

Integrations

Integrations

Constant Contact Constant Contact
Microsoft Outlook Microsoft Outlook
NetX NetX
ShareFile ShareFile

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