Gifts

Culture

Reviews

Local Spots

Junxure

★★★★☆ 3.8 (350 reviews)
Cloud Based
Subscription Custom pricing

Overview

A CRM platform built specifically for financial advisors with deep workflow capabilities and practice management features.

Key Features

  • Workflow management
  • Contact management
  • Compliance tracking
  • Document management
  • Reporting
  • Calendar
  • Integration hub
  • Practice management

Pros

  • Deep financial advisor focus
  • Strong workflows
  • Good compliance
  • Established in advisory space

Cons

  • Dated interface
  • Expensive
  • Limited modern features
  • Smaller development team

Junxure Pricing Plans

Enterprise

Custom

  • ✓ workflow management
  • ✓ compliance tracking
  • ✓ practice management
  • ✓ document management

Company Info

Founded1998
HeadquartersRaleigh, NC

Own Junxure?

Claim this profile to add your website link, custom description, and get a verified badge.

$50/month or $350/year (save $250)

Junxure Alternatives & Competitors

Looking for something different? Here are the top alternatives to Junxure:

Hatchbuck

★★★★☆ 3.9 (250)
Crm Small Business Crm

A CRM and marketing automation tool now known as BenchmarkONE that helps small businesses nurture leads through automated campaigns.

Radiusbob

★★★★☆ 4.0 (250)
Crm Industry Specific Crm

A CRM and lead management system built specifically for insurance agents and agencies to manage policies and sales.

Wise Agent

★★★★☆ 4.2 (800)
Crm Real Estate Crm

An all-in-one real estate CRM offering contact management, transaction management, and marketing tools at an affordable price.

Thryv

★★★★☆ 3.9 (3,500)
Crm Small Business Crm

An all-in-one small business management platform combining CRM, marketing, payments, and customer communication tools.

Corteza

★★★★☆ 3.6 (60)
Crm General Crm

An open-source low-code platform that includes CRM capabilities alongside workflow automation and data management.

LeadSquared

★★★★☆ 4.2 (1,200)
Crm Sales Crm

A sales execution and marketing automation CRM platform designed for high-velocity sales teams in emerging markets.

Lawmatics

★★★★☆ 4.3 (350)
Crm Industry Specific Crm

A CRM and marketing automation platform built specifically for law firms to manage intake, nurture leads, and automate client communication.

Nimble for Real Estate

★★★★☆ 4.2 (2,400)
Crm Real Estate Crm

Nimble CRM applied to real estate workflows with social enrichment and contact management for agents managing relationships.