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Junxure

3.5
(11)

Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

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Junxure Reviews

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Junxure review by Tracy G.
Tracy G.
Validated Reviewer
Verified Current User
Review Source

"Robust, yet practically priced CRM for Financial Planners and RIA Firms"

What do you like best?

The easy set up of all contacts. I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts), I was able to quickly import them via a simple tool that CRM provides within the application. Additionally, maintenance of these contacts is very simple. I also like the fact that you have a simple document retention system built into the software. It's a rather simple system but usable for small firms. Also, the Actions (reminders) are very easy to use and work with. There are single reminder actions as well as recurring actions and action sequences (each sequence denotes a specific action that needs to be taken before the next step can be performed) available for use.

What do you dislike?

The document retention system that is built into the software utilizes Windows Explorer in order to display all documents/files associated to the given contact record. However, there is no "check-in/check-out" process involved, so users inadvertently delete a file, it will no longer appear in the documents list within the application. I guess I wish this system would have some form of controls placed on those documents to prevent user related issues.

Recommendations to others considering the product

Contact me to discuss this application and how you would use it and I can help you to implement it.

What business problems are you solving with the product? What benefits have you realized?

This is a primary contact relationship management software and we utilize it daily. All of our employees rely on it for organization and reminders. As a matter of fact many of our users are expanding their knowledge of Junxure to include the use of recurring actions and action sequences - which has improved their ability to complete ongoing work that could take months to perform (it reminds them of the step they are on and what is needed in order to complete that step).

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Junxure review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Good System; If polished could be great"

What do you like best?

I enjoy that the system really has so many possibilities to customize the experience. Being able to export out content from the system also really helps us with our reporting and for Compliance. We frequently use their Service Monitors to customize the experience for a client and make sure we're reaching out as needed so that they get the best experience from us.

What do you dislike?

I dislike the system's inability to sync as seamlessly with our systems as I would like. There is just way too much of a manual process that I don't love to sift through. Additionally, we have a huge issue with the amount of content that's put into the system- we don't need that for everyone! I wish we could customize some of the information so that the clients that don't need a certain category or subsection could be hidden, rather than blank. Also, it's hard to understand when data has been updated in different sections; adding an automatic timestamp would be incredibly helpful in this scenario.

Recommendations to others considering the product

Recommendations would be to know exactly what content you want the system to be streamlined across all your clients; that way you don't arbitrarily fill out content for some and not others. Get a handle and maybe go to their conference to understand how others use it. Consistency is key here!

What business problems are you solving with the product? What benefits have you realized?

We log all of our client contact within the system; we can track when we need to speak to new clients or when it's been a while since we reached out. It helps us track the frequency of our client contacts as well as a central database for our data. Benefits are definitely "nudges" to talking to underserved clients.

What Other Finance & Admin. solution do you use?

Thanks for letting us know!
Junxure review by Deborah F.
Deborah F.
Validated Reviewer
Review Source

"New Junxure User"

What do you like best?

Having a crm that has all information for each account in one place. Meetings, Phone calls, and other notes. We did not have a crm prior to this, we only used outlook.

What do you dislike?

It is difficult to set up a new record and hard to figure out how to update the different sections. There are many places to put information and different places to link information within the record. I am learning but it definitely takes some time. Watching the learning videos is very helpful.

Recommendations to others considering the product

Be sure you have the time to learn Junxure and that you have someone onsite who can help others in the office.

What business problems are you solving with the product? What benefits have you realized?

1. Having information including emails and phone call notes available to everyone in the firm.

2. Scheduling followup meetings or phone calls with clients and prospects.

3. Having all workflows electronic and available to everyone in the firm so all employees are following proper procedure.

Junxure review by Bennett C.
Bennett C.
Validated Reviewer
Review Source

"Junxure Review"

What do you like best?

Junxure is able to store data in a very organized fashion, if used correctly and all users are instructed thoroughly on how to organize / categorize items.

What do you dislike?

It is not an intuitive software; data is not always available where you would expect it, and users often are not completely on the same page of how to classify everything. I have found it requires a serious training session to truly get everyone up to speed, and the time / effort for training a new user can be taxing.

Recommendations to others considering the product

I recommend sitting down with all the individuals using Junxure and training everyone the same way, so that all actions in the system are consistent and accurate. This will cut out the iterations of re-organizing the data stored, and will also make use of the system significantly easier in the long run. Overall, it is a good software, just takes a bit to get the hang of it.

What business problems are you solving with the product? What benefits have you realized?

We used Junxure to organize and classify client data based on a number of criteria, so that we could run reports based on the data stored. It was effective in that sense, however it was sometimes difficult to modify existing data or keep everything organized correctly.

Junxure review by Kait R.
Kait R.
Validated Reviewer
Review Source

"Good intentions, bad for record keeping"

What do you like best?

There are so many pieces you can put in to one task from e-mails to documents to follow up notes. The deliverables section allows you to set rules where you will get automatic reminders. The due dates allow you to keep track of things. The reports are pretty easy to use once you get the hang of them and allow you to easily export data in house.

What do you dislike?

There is nothing automatically time stamped. It would be great to have a note section AND a running feed of actions taken that were automatically time stamped. Right now, everything within a task is editable making it hard to track and verify who did what (SalesForce does a great job at this when you chatter to someone or save a change).

Recommendations to others considering the product

The software is pretty malleable but if what you are doing is very time sensitive, get used to the CTRL+J function really fast to add your own time stamps.

What business problems are you solving with the product? What benefits have you realized?

It can be difficult to tell who did what and when, Record keeping is a little more confusing/difficult.

Junxure review by Lauren M.
Lauren M.
Validated Reviewer
Review Source

"Gets the job done, but missing some key features"

What do you like best?

Junxure makes it easy to work with another individual or a team of people within the office to accomplish the task at hand.

What do you dislike?

It's very slow and not as user friendly as it could be. The reports section could use some updates - and after moving from Junxure desktop to Junxure cloud, it appeared that many features seemed to be lost, rather than improved upon.

Recommendations to others considering the product

It might not accomplish all the things you hope for - but it still gets the job done.

What business problems are you solving with the product? What benefits have you realized?

Junxure makes it easier to communicate with coworkers within the office. It's a quick place to leave a note about a phone call or client interaction for all to see.

Junxure review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Clunky, but effective."

What do you like best?

It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data clean up is hardly the ideal use of anyone's time. As with any database, the database is only as good as the data within it.

Junxure keeps all of our clients and tasks organized. It is fairly user friendly, although not always the most intuitive. The Junxure support team is often available and good at solving our problems.

What do you dislike?

Junxure has some small things that are frustrating and unavoidable. For example, you can only have 2 windows open at one time. I think that the software is kind of clunky. In order to access and run different reports, you have to go into sections that are not named very intuitively. Junxure almost has its own set of lingo and you have to REALLY understand it. With this program, it is imperative that you really understand its purpose, how it works, and best practices. Without proper training and procedures, there is no way to get all of the things out of Junxure that you can get to make the product worthwhile.

Recommendations to others considering the product

Receive training, implement best practices and procedures, and do more training. As with any database, the database is only good if the data and it's usage is effective.

What business problems are you solving with the product? What benefits have you realized?

We are able to manage actions for our clients very easily. Junxure prevents things from falling through the cracks. For example, for one client we may have 15 different action items or tasks outstanding. Without a software that can manage those actions and track any progress, we would probably be lost. Junxure does a really good job of keeping an accurate record of everything.

Junxure helps us manage work flow and keep everything organized. It also serves as a great communication tool. When a client tells us about something, we can update the action item and FYI everyone in the office who needs to know about it.

Junxure review by Administrator in Accounting
Administrator in Accounting
Validated Reviewer
Verified Current User
Review Source

"Solves all my problems"

What do you like best?

Ability to customize, the amount of information you can enter, the customer service, training provided all excellent.

What do you dislike?

There isn't much I don't like. Anytime I've had an issue Junxure support has solved it for me.

Recommendations to others considering the product

Take advantage of the free training offered by Junxure.

What business problems are you solving with the product? What benefits have you realized?

Junxure is more than just a rolodex. It has the ability to keep detailed information about the client. And ways to customize fields to capture additional information that is above and beyond what Junxure recommends.

Junxure review by Administrator in Investment Management
Administrator in Investment Management
Validated Reviewer
Review Source

"Decent program, good reports and tags"

What do you like best?

What was good about junxure was the reporting feature and the tags. It was straight forward, not all CRMs use those straight forward tags.

What do you dislike?

It was very old fashioned and took a while to open. It wasn't cloud based and the desktop version would take very long to load. It would slow down the computer.

Recommendations to others considering the product

Junxure is or has already converted to the cloud.

What business problems are you solving with the product? What benefits have you realized?

Junxure helped organize and track emails, phone numbers, addresses and generic contact information. It was also helpful with tracking opportunities.

Junxure review by Cullen J.
Cullen J.
Validated Reviewer
Review Source

"We use it to manage client accounts and workflow"

What do you like best?

Simplicity and ease of use come to mind

What do you dislike?

Sometimes the notifications can be overwhelming

Recommendations to others considering the product

Use it

What business problems are you solving with the product? What benefits have you realized?

Ease of communication and access to client info

Junxure review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Simple."

What do you like best?

I love how everyone in the office has access to files since the beginning of the business!

What do you dislike?

It needs to technologically updated. It's a little dated.

What business problems are you solving with the product? What benefits have you realized?

Using the same file at the same time with other colleagues

Kate from G2 Crowd

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* We monitor all Junxure reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.