CRM

[chris@lkbenson.com Keymaster]

I’m on a never-ending quest to find the perfect CRM software. I’ve tried pretty much everything out there from Salesforce to Redtail and everything in between. I’m currently using the latest version of Wealthbox and so far am really impressed. What’s everyone else using?

[Candace Participant]

We use Junxure Cloud…far from perfect but it has a lot of functionality for what we need it to do!

[Ryan Firth Participant]

Hi, Chris. I recently signed up for Wealthbox through XY Planning Network. It sounds like it integrates with most of the technology tools I’m looking to use in my financial planning practice. I don’t have any prior experience with CRM, so I can’t comment on how it stacks up against other software out there, but it seems like it should fulfill my needs for now.

[Chris Benson Participant]

Thanks for sharing Ryan and Candace! I had looked at Junxure Cloud in the past and it definitely seems to have a robust feature set. The pricing was a little high though and I hate the per-user pricing on all these solutions when we have a number of part-time staff who need access to the CRM system but might only be here a few days a week. This is what drew me to Redtail but I never felt comfortable with the Redtail interface.

Wealthbox might not have as many features as Junxure yet but it does what we need it to in a beautifully simple interface.

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