Category: CRM

ContactEase provides a powerful but streamlined solution that is easy to use and administer. The software achieves the optimum balance between power features and efficient data management they need without unnecessary features that confuse and distract. ContactEase is the solution that enables firms to manage and leverage info on clients, prospects, competitors, contacts and employees. With ContactEase, organizations can eliminate the need for multiple and overlapping data repositories while providing professionals with strategic data, not just static data.

Trumpet’s Virtuoso provides seamless integration dramatically improves your productivity by integrating Worldox with your existing CRM . Some of the CRM applications supported by Virtuoso include: Salesforce, Microsoft Dynamics CRM, Junxure, Redtail, Advisory CRM by Tamarac, and many more.
Case Study

Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to financial advisors. Junxure® and Junxure Cloud™ support enhanced productivity and stronger client relationships while ClientView Live offers secure private portals for clients.