System requirements

Our cloud CRM platform

financial advisor crm

Compatible Browsers:

  • Google Chrome (latest public release)
  • Internet Explorer 11, Edge
  • Firefox (latest public release)

Mobile Devices: Junxure Cloud is compatible with Apple iPads and iPhones on iOS 9.1 through Safari or Chrome browsers. 

Email Integration: Microsoft Exchange (2007 SP1 and higher with Exchange Web Services enabled) and Gmail (Google Apps for Work, SMTP only) are compatible with Junxure Cloud email integration. Full email workflow integration (email handling, contact export, some calendar functions) requires local installation of Outlook Professional 2010, 2013 or 2016. Contact Junxure Sales for details.

Calendar Integration: Microsoft Exchange (2007 SP1 and higher with Exchange Web Services enabled) and Google Calendar (Google Apps for Work) are compatible with Junxure Cloud.

For security information, see Junxure Cloud Security

 


 

Our on-premise CRM solution

financial advisor crm

 

Server Minimum Requirements: fewer than 10 users 

Processor: Dual core or higher

SQL Server: Junxure installs SQL Express 2012 R2 for the Junxure database (10GB limit)

Operating System: Server 2008 or Server 2012, Windows 7 Pro, Windows 8.1 Pro (32 bit compatible, recommend 64bit OS for best performance)

RAM: 4GB total; 2GB free required for Junxure SQL instance

Disk Free Drive Space: 30GB

Internet Speed: 3 Mbps download/1Mbps upload required. (10 Mbps download/3 Mbps upload for firms with Junxure Mobile and/or ClientView Live)

Network Environment: Windows domain environment recommended; required for Junxure with Schwab OpenView Gateway™.

 

Server Minimum Requirements: 10 or more users

Processor: Dual core or higher.

SQL Server: Full version of SQL Server 2008 R2 or SQL Server 2012 (Microsoft SQL Server is compatible with 32bit, however 64bit is recommended for best performance)

Operating System: Server 2008 or Server 2012 64bit OS

RAM: 8 GB total; 4GB free for Junxure SQL Instance (For firms with 40+ users - 16GB total; 8 GB free recommended)

Disk Drive Free Space: 50GB

Internet Speed: 3 Mbps download/1Mbps upload required. (10 Mbps download/6 Mbps upload for firms with Junxure Mobile and/or ClientView Live

Network Environment: Windows domain environment recommended; required for Junxure® with Schwab OpenView Gateway™. 

*A server system which is not dedicated to SQL Server, but also supports other applications, should exceed these recommendations in memory and processing capacity.

 

Workstation minimum requirements: 

Processor: Dual core or better processor

Operating System: Terminal Server - Windows Server 2008 R2, Windows Server 2012, Desktop: Windows 7 Pro or Enterprise, Windows 8 Pro or Enterprise, Windows 10 Pro or Enterprise (While Junxure is 32 bit compatible, we recommend 64bit OS for best performance).

RAM: Minimum 4 GB Ram installed with 1GB free for Junxure

Hard Drive: Require 10 GB of free space

Outlook Integration: Requires local installation of Office 2010 or Office 2013 installed (32/64 bit versions of Office both compatible). Microsoft® Office 365 Hosted Exchange accounts are compatible with Junxure and requires local installation of Outlook 2013.

Internet Speed: 3 Mbps download/1Mbps upload required. (10 Mbps download/3 Mbps upload for Junxure Mobile and ClientView Live users.)

Network Environment: Windows domain environment recommended; required for Junxure with Schwab OpenView Gateway™.

 

Other requirements and important notes

  • All current .Net framework and Windows critical updates ands applicable Service Packs must be applied.
  • Microsoft® Office 365 Hosted Exchange accounts are compatible with Junxure and requires local installation of Outlook 2010, 2013, or 2016 (latest public release).
  • Browser based versions of Microsoft® Office 365 products (Outlook, Word, Excel) are not compatible with Junxure on-premise.  
  • IMAP and Google Apps are not compatible with Junxure on-premise Outlook email integration. 
  • Active Directory is highly recommended for all customers, and required for customers using Junxure with Schwab OpenView Gateway. A Homegroup environment is not compatible with Schwab OpenView Gateway. 
  • Microsoft Exchange: Optional Microsoft Outlook calendar sharing and some email management functions require that your installation utilize Microsoft Exchange Server, whether local or hosted.