G2 Vendor Directory

AdvisorEngine CRM

by Junxure

26

Reviews

4.0

Star rating

#16

Rank in Financial Services CRM

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for AdvisorEngine CRM.

      Page views and citations · AdvisorEngine CRM

      Source: G2 review data

      Winning from

      Based on reviewers who said they switched from another product.

      1

      Microsoft Outlook

      1 switched

      Losing to

      Based on reviewers of other products who said they switched from AdvisorEngine CRM.

      1

      Practifi

      7 switched
      2

      Redtail Technology

      1 switched
      3

      Wealthbox CRM

      1 switched
      4

      Hubly

      1 switched

      Key stats

      —

      23

      Small Business

      1

      Adoption by company size

      SegmentShare of reviews
      Small Business92.3%
      Mid-Market7.7%
      Enterprise0.0%

      Quarterly history

      QuarterReviewsStar rating
      2024 Q414.5

      Satisfaction ratings

      Ease of Use8.0
      Ease of Setup8.4
      Quality of Support8.9
      Meets Requirements8.7

      What reviewers say

      Advisor Engine - great CRM and good Customer Service

      4.0

      “Advisor Engine has terrific customer service and tech support. They will respond within 24 hours.”

      HR Admin

      Advisor Engine

      5.0

      “Great technology and simple to use. I'm glad we have this in our technology platform.”

      Owner/Principal

      It is very user friendly, easily searchable, I love the workflow build out & householding spouses.

      4.5

      “Being able to household both spouses, connect other related clients, build out work flows. Process reports to sort accounts and details of clients.”

      Registered Assistant