Junxure

Junxure Cloud


4.5 / 5
2 reviews

Who Uses This Software?

Financial Services


Average Ratings

2 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Pricing Details
    Billed annually.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Junxure
  • www.junxure.com
  • Founded 2001
  • United States

About Junxure Cloud

CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.


Junxure Cloud Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Junxure Cloud Reviews Recently Reviewed!


Capterra loader

We are big fans of the team at Junxure.

Nov 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: What I like best about Junxure is their constant upgrading of the software with additional features. The team is very responsive to client requests and there are a number of features that we have requested that are now part of the software.

Cons: The biggest weakness historically is that the user had to scroll a little too much to find information. However, with a recent upgrade, the new interface has solved that problem.

Overall: The biggest benefit of the software is supervising and managing the firm's tasks. Additionally, from a compliance perspective, the software and its reporting is great.

Its ok, but is missing some key features

Apr 24, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like how i can track outstanding tasks for clients of the firm. I also like the ability to have it show up on your task list.

Cons: I don't like that it doens't have the ability to track expenses for each client. I believe the desktop application could do that.