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Junxure Cloud CRM Reaches 1,000 Users

By Casey Houser
Contributing Writer

Junxure has been in the business of creating software for financial advisors since 2001. It was only one year ago when it released its Junxure Cloud CRM platform, however, and in that short span of time it has surpassed 1,000 users.

The recent announcement of breaking the 1,000-user barrier came with excitement on the part of Greg Friedman, the president of Junxure, who noted that the software has momentum going into its future. Junxure Cloud allows financial advisors to have the technology of a CRM product alongside consulting and training materials for a complete package.

“In less than one year since its release, we've seen tremendous growth with Junxure Cloud,” Friedman said. “That momentum, coupled with the ongoing positive feedback from advisory firms and industry experts, continues to affirm our goal of delivering the most comprehensive cloud-based CRM on the market.”

In part, Friedman surely refers to his product as comprehensive because of its ability to meet the needs of any size financial firm. It is scalable, so the software can work with small businesses and stay with them as they grow. It can also immediately meet large enterprises at their current sizes. Junxure Cloud can also work with a number of vendors' portfolio and document management and financial planning softwares to give businesses CRM tools without forcing them to change their entire business ecosystems.

Its API also allows for extensibility limited only by the minds of individual company product developers. The announcement of inclusion of the API took place just last month. At that time, TMC (News - Alert) noted that it would give developers the power to push and pull data to and from other applications so all information could flow through the Junxure Cloud as a single point of contact.

Junxure appears so elated by its success with its CRM that it has decided to offer a 60-day free trial for any advisory firms that are still considering moving to a new CRM but have yet to switch. Friedman indicated that his company expects to continue to grow its user base throughout the year. The free trial could be a good way to kickstart another round of customer acquisitions for the financial software firm.

Edited by Dominick Sorrentino

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