Junxure Cloud Overview
What is Junxure Cloud?
CRM built for advisors, by advisors. Trusted by over 1400 wealth management firms since 2000. Powerful workflow automations, robust integrations and 98% customer satisfaction.
Who is Junxure Cloud best for?
Client Relationship Management (CRM) for Financial Services, Wealth Managers, Financial Advisors, and RIAs
Junxure Cloud Details
Junxure Cloud Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Junxure Cloud Support options
Email Help Desk
Phone Support
Junxure Cloud Training options
Documentation
In-Person
Live Online
Videos
Webinars
Junxure Cloud Related Categories
Junxure Cloud Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Junxure Cloud Pricing
$65 per user, per month, billed annually
Junxure Cloud Features
Most valued Junxure Cloud features by users
Marketing Automation
Territory Management
Activity Dashboard
Lead Management
Alerts/Notifications
Document Management
Relationship Tracking
Pipeline Management
Team Assignments
Financial Management
Customer Database
Contact Management
Collaboration Tools
Client Management
Expense Tracking
Lead Scoring
Task Management
Sales Pipeline Management
Reporting/Analytics
Commenting/Notes
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