About Junxure Cloud
Junxure Cloud is a cloud-based Customer Relationship Management (CRM) solution for financial advisors and investment firms that provides features such as streamlined homepages, workflow efficiency tools and a number of key third-party integrations. The system augments centralized client information capture and storage with "smart" automation to track and manage closer client relations. With demographic and financial data accessible in one place, basic / advanced search capability offers customized search criteria, while workflow automation ensures tasks and actions are addressed. Built-in financial reporting with chart visualization then aids the production of internal and sharable external reports that can also be run via the client portal.
The ClientView portal promises an integrated client wealth reporting, document storage and management, plus digital service support platform for advisory firms that operate with both Junxure Cloud and any existing portfolio management system. This public-facing self-service online portal gives clients single login access to viewing personal portfolio investment data, file sharing options, firm commentaries and corporate newsletters etc. Additional Junxure Cloud features then go on to include integration options for other platforms such as Advent, Citrix ShareFile, Constant Contact, Netx360, Orion, Wealthscape, Worldox and many more.
Pricing starting from:
US$65,00/month
- Free Trial
- Subscription
Key benefits of Junxure Cloud
Devices
Business size
Markets
Supported Languages
Pricing starting from:
US$65,00/month
- Free Trial
- Subscription
Images
Features
Total features of Junxure Cloud: 29
- Action Management
- Action Planning
- Asset Management
- CRM Integration
- Calendar Sync with Google
- Client Management
- Client Portal
- Contact History
- Customizable Branding
- Dashboard Creation
- Data Import
- Data Migration
- Demographic Data Collection
- Document Management
- Document Storage
- Document Templates
- Email Integration
- Microsoft Outlook Integration
- Multi-Channel Communication
- Portfolio Management
- Records Management
- Reporting & Statistics
- Search Functionality
- Secure Data Storage
- Social Media Integration
- Task Management
- Third Party Integration
- To-Do List
- Workflow Management
Alternatives
Zoho CRM
amoCRM
Method:CRM
Pipedrive
Reviews
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- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best CRM for workflow
Reviewed on 2020/12/05
Our workflow is more streamlined, and productivity is at an all-time high! All staff can see what...
Our workflow is more streamlined, and productivity is at an all-time high! All staff can see what their tasks are for the day, and assigning new tasks is easy. The customer service is also exceptional! The staff are on hand to help you with any queries and are always open to suggestions.
Pros
Junxure Cloud is easy to use. The dashboard is simple and arranged like tiles, so we never have to look for something. We can arrange these tiles on how we want them to be according to our company's needs. We can see the workflow monitor from anywhere, which is perfect for temporarily working from home. Everything is cloud-based, so no information will go missing. We also love that they are constantly updating the software to align with the ever-changing financial services industry.
Cons
Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can't live without it!
- Industry: Insurance
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love this software!
Reviewed on 2021/01/20
Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to...
Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to the cloud version in 2018 I believe.
Junxure does all the things we need it to and more, this is why we have utilized this application for over 10 years!
Pros
ability to make grids with tons of data points available
grids are customizable so that individual users can set themselves up for how they will work best
action tracking for daily tasks
opportunities enable us to track cases through the pipeline
data can be exported to excel for easy reporting
application is very user friendly
Cons
There are limitations to the amount of data that can be exported to excel. Initially, it was 50, now it is 200 and Junxure is working on it being unlimited.
- Industry: Financial Services
- Company size: 51-200 Employees
- Used Other for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 1.0 /10
Outdated
Reviewed on 2020/07/16
Overall I would say that it needs a complete reboost.
Overall I would say that it needs a complete reboost.
Pros
Once you figure out how to navigate the software it isn't bad. The tabs make it appear to be easy to visually navigate.
Cons
Clunky and outdated. I think the software is older so every update is based on an older underlying software platform.
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Where Would We Be Without Junxure?
Reviewed on 2020/11/24
When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate...
When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate this system is. After watching every single video to prepare for our migration, I was ready to jump in. After using the system for well over a year, and attending >Drive 2019, I have find myself to depend on this system to keep me organized. My absolute favorite tasks within a work day, is when I get to go into our data and add additional tags, or clean up fields throughout the system or create spreadsheets directly from the site. I can attest that this office definitely relies on Junxure to accomplish our everyday tasks but this system has also allowed us to expand to other opportunities, such as Constant Contact. Everyday I find a new reason to appreciate Junxure.
Pros
Junxure is the hub for any and all information when it comes to our clients. If it is not in Junxure, it didn't happen. Junxure makes it extremely easy to collaborate with coworkers on daily tasks and processes but also keep up with client accounts.
Cons
I wouldn't say I dislike anything about this software. Although, I think there are features included that our office cannot utilize. It would be nice to be able to "mute" a feature from my screen to get rid of added clutter that we unfortunately cannot take advantage of at this time.
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great functionality, but there's a learning curve.
Reviewed on 2021/02/03
It's helped organize us, be more efficient, store all client documents in one place, virtually,...
It's helped organize us, be more efficient, store all client documents in one place, virtually, generate reports, create easy mailing labels, etc.
Pros
There are SO many features in Junxure. It stores so much data, there are so many great ways to create reports and splice data many ways. It's a very robust system that's for sure.
Cons
It does take a while to learn how to use the software, so I wish it was a bit more intuitive, especially when it comes to customizing a user's view/consolidating some information. I also wish that you could add more than one primary number (ie a home phone and a cell phone) so that they would show up on the main record page since some clients still use both (same with email). I wish that the integration with TD Ameritrade would be more up front instead of so many clicks away. Intergrating Junxure with our phone system would be AMAZING!
Junxure Cloud FAQs
Below are some frequently asked questions for Junxure Cloud.Q. What type of pricing plans does Junxure Cloud offer?
Junxure Cloud offers the following pricing plans:
- Starting from: US$65,00/month
- Pricing model: Subscription
- Free Trial: Available
$65 per user, per month, billed annually
Q. What are the main features of Junxure Cloud?
Junxure Cloud offers the following features:
- Action management
- Action planning
- Asset management
- Basic & advanced search functionality
- CRM integration
- Calendar sync with Google
- Client management
- Client portal
- Customizable branding
- Dashboard creation
- Data import
- Data migration
- Demographic data
- Document storage
- Document templates
- Email integration
- Interaction tracking
- Microsoft Outlook integration
- Portfolio management
- Records management
- Reporting & statistics
- Secure data storage
- Segmentation
- Social media integration
- Task management
- Third party integration
- To-do list
- Workflow automation
- Workflow management
Q. Who are the typical users of Junxure Cloud?
Junxure Cloud has the following typical customers:
Large Enterprises, Mid Size Business
Q. What languages does Junxure Cloud support?
Junxure Cloud supports the following languages:
English
Q. Does Junxure Cloud support mobile devices?
We do not have any information about what devices Junxure Cloud supports
Q. What other apps does Junxure Cloud integrate with?
Junxure Cloud integrates with the following applications:
Constant Contact, Microsoft Outlook, NetX, ShareFile
Q. What level of support does Junxure Cloud offer?
Junxure Cloud offers the following support options:
Phone Support, Online Support, Video Tutorials
Related categories
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