Junxure
Dedicated to financial advisors and other professionals in the wealth management industry, Junxure is one of the best CRMs. It helps free up time, so you can spend more energy on keeping clients happy. Junxure organizes client data in the best way for your individual firm. The people behind Junxure describe it as a software that thinks like an advisor. Users of this customer relationship management software have reduced IT overhead, streamlined workflow, and improved customer service. According to Junxure, they have a 98% satisfaction rate. One of the standout features of this CRM software is consulting and training from industry experts. Their trainers aren't just good with technology either; they have knowledge of finance. Junxure's training comes in varying levels, so no matter how experienced or inexperienced a client is, they can provide beneficial help for the client. The CRM software offers a 30-day free trial as well, allowing interested financial professionals to try the product without much risk.