or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Feb 9, 2008 3:21 pm

Anyone here use it?  Any feedback good or bad?

Feb 13, 2008 10:30 am

Joe - I haven’t used it, but since no one else with first hand experience seems to be jumping in I’ll add a comment based on doing some due diligence on this and a couple other CRMs.  You probably already picked this up yourself, but just in case you’re in the early stages of your research…

My impression is junxure is arguable the most comprehensive and robust industry CRM, but not the easiest one to learn or use.  The practice management capabilities make it a strong contender in larger offices where the need to standardize and institutionalize work flow becomes more critical.  It also is part of the Silver Bullet group which can further help save time moving data back and forth between it and other applications like financial planning and account opening.

Obviously there are many alternatives available, but in my mind the one that contrasts best with junxure is Redtail, which is distinctive for using the ASP model (web based - which has it advantages and disadvantages) and being easier to learn and use - but at the price of somewhat less functionality, although it too is robust and covers all the bases very well.  It also integrates well with several leading apps.   Seems a more natural fit for smaller offices, and those who value the ability to access their CRM from anywhere, anytime.

Probably nothing new in this fro you, Joe, but who knows?  What would you say are your main priorities as you consider a new CRM?

Apr 29, 2008 9:20 pm

we have just installed it in our office.  The owners paid for a trainer to come on site and show us the program.  It is a little foreign at first, but I think very logical.  The capabilites alone make it worth it to invest a little extra time.  Our office is pretty excited to to get it running.

May 16, 2008 1:28 am

May 16, 2008 8:18 am


I agree about the simplicity vs. functionality tradeoff in any app, and that decision is more subjective.  I also noticed that Junxure is about to or just did release a new version which may be somewhat more intuitive than the existing version. 

Since Redtail is web-based you do run the risk of being temporarily handicapped if your internet connection goes down.  OTOH, how often does that really happen nowadays, and if it does happen, wouldn’t many (most?) of your other critical platform apps also be unavailable?  I’m not sure that’s a huge issue anymore, but that’s your call.  Also, there is the ability to periodically download data to your desktop and use that data without it being fully synched to the web which can help overcome short term glitches.

The data security issue is, IMO, a positive in Redtail’s favor, since in reality most small firms really don’t consistently implement as rigorous a data security/backup plan as does Redtail.  Think shuffling backups offsite each night/week, etc.  Who is making sure that all really gets done as scheduled?  Who’s testing that periodically to make sure you can actually restore and be back in business quickly?  Check out the details of their offering and you’ll feel much more comfortable.

Personally, my bigger concern is the speed of web apps compared to desktop apps - you definitely have slower response with web based apps.  How slow depends on your internet connection.

One nice thing is you can download and test drive Redtail for free for 30 days, which allows you to get a feel for it.  I believe Junxure also offers a free trial period. 

You’ll also note a different pricing model: your pay a monthly subscription price for Redtail, while Junxure requires a larger up front cash outlay and then smaller ongoing fees.  Depending on the number of users, the annual outlay may be similar, but the timing is different.

Either one would work very well - you just need to figure out if either one is a better fit for you.

May 16, 2008 6:20 pm

We are just implementing Redtail, and it seems very nice so far. They have been very helpful in working with us to move over our old CRM database. 

  For me, being web based was a big plus.  Now, we don't have to worry about backups, software upgrades, etc.  I can access it from home, office, vacation, etc.   As for losing Internet service, that could suck. But, I'll take that any day over a dead server, which is the risk we had been running with our previous CRM.
Nov 22, 2008 11:13 am

As the developer to Junxure I thought I would reply here with my point of view.

  Junxure is a very comprehensive program, but nothing was added from a developers point of view.  As the developer, I can assure you that each feature was added because of our users, Financial Planners, requesting them.  Since we have been very sensitive to these requests, Junxure does a lot.   When you add features and configuration options, you also add complexity.  I will be the first to say that you will have to invest a bit of time to learn how to use it.   We have made many features available to help you learn how to use it.  Recently I have created a document that shows someone who is new to Junxure how to get started.   This document has both text, images and videos to show you what you will need to learn to begin being successful with Junxure.  The total time it takes to watch the videos is a little over an hour, but it is broken up into several sections.   Here is a link to the course.   http://s3.amazonaws.com/Junxurebasics/default.htm   Spend a few minutes and read thru the text and if you like watch the videos and you will be able to see for yourself how easy it really is to use the program.   Our new add on to Junxure,  Clientview will soon be able to allow you to also view your Junxure database over the web in addition to having the richness of the program running on your desktop.  Best of both worlds.   Hope this helps you in your research.