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Our comprehensive, cloud-based CRM solution is already gaining big fans. Here are a few quotes from some of our customers.
"You have delivered to us exactly what we have been hoping for - a fast, cloud-based CRM that will run our office and is easy to set up and maintain. Competition in the cloud? There is none! Salesforce who? Junxure Cloud is well thought out and it works. Thank you!" (Read the case study.)
- George Taylor, Temenos Advisory, Inc.
“I wanted a CRM that simplified my life and Junxure Cloud fit the bill. We took our time and planned out our implementation, ensuring only clean data went in. Now we have 100% adoption and a system that's the hub of our business. Best of all, Junxure Cloud took minimal time to learn how to set it up and did not require additional overlays like Salesforce to get up and running."
- Jim Beall, Beall Financial Planning, Inc.
“Transitioning to the cloud and having the ability to work remotely is tremendously powerful for our firm. No matter the circumstances – including inclement weather –
- Erin Hynek, CAIA, FS Advisors
“We are very happy with Junxure Cloud! The biggest impact we’ve seen is with our document storage. Having this feature built into the Cloud has really helped us to work remotely, or anywhere, since we’ve been able to electronically keep track of application forms, tax returns, trade and cash management confirmations, as well as other financial documents.”
- Stacie Skryz, Associate Advisor, Victoria M. Lechner, Registered Investment Advisor
“What we enjoy with Junxure Cloud is the ability to customize the program to meet our needs. We are in the middle of a culture shift, trying to find a better way for our different teams to work together. Junxure Cloud helps us promote the cohesive service that we provide to our clients.”
- Ryan Berges, Director of Wealth Operations, Optifour Integrated Wealth Management