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Junxure CRM from Junxure
Advisor-focused CRM with client relationship tracking, automated workflows, document management, compliance tracking, reporting tools, and client service monitoring. Includes client portal capabilities and integrates with portfolio management and financial planning software.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems
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Client Data Management
(9 Yes /9 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
Junxure CRM allows storage and management of comprehensive client contact details (address, phone, email) as a core CRM feature. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
The product advertises document management, including upload and retrieval of client-related documents (KYC, agreements, etc.). | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
Custom data fields are a supported feature, as Junxure markets customization for advisory practices. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
No information available | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Client segmentation and tagging is a standard aspect for financial CRMs like Junxure supporting segmentation for workflows and marketing. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk data import/export (CSV, Excel) is stated as available for client onboarding and migration in support documentation. | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Data encryption (both in-transit and at-rest) is referenced in Junxure's security and compliance overview. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
Duplicate record detection is referenced among data hygiene features in various reviews and platform documentation. | |
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Timestamped Records Automatic recording of when client data is added or modified. |
Timestamped modification tracking is a part of Junxure CRM (for compliance and audit purposes). | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Customizable data retention and deletion rules are promoted to meet industry compliance requirements. | |
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Data Backup Frequency How often client data is backed up. |
No information available |
Compliance & Security
(6 Yes /6 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trail/logging is promoted as a compliance feature. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based access control (RBAC) is available and configurable by user/staff role. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Two-factor authentication (2FA) is supported as a security option in Junxure. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Junxure advertises GDPR and U.S. privacy law (e.g., CCPA) compliance features. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
Automated regulatory report generation is included as part of compliance tracking and reporting tools. | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
Junxure supports KYC/AML workflow integration, as referenced in feature statements and integration lists. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
No information available | |
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Data Masking Sensitive information is masked from non-authorized users. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
No information available |
Workflow Automation & Task Management
(10 Yes /10 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Automated task assignment/routing is a core part of workflow automation in Junxure. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
Task templates for repeatable processes like onboarding are promoted on the Junxure platform. | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
Automated reminders and alerts (email and in-app) are standard for meetings, renewals, and workflows. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approval workflows for compliance and other business needs are supported on Junxure. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
Calendar integration (Outlook, Google, etc.) is referenced as a supported integration. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Users can customize workflow processes, including task triggers and routing. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Live task tracking/assignment status is visible in Junxure dashboards. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
Multiple notification methods are supported, including email and in-app alerts. | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Support for recurring (automatic) tasks is included as part of workflow automation. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Delegation and reassignment of tasks between users is a standard workflow capability. |
Communication & Engagement
(9 Yes /9 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
Bidirectional email integration (send/receive) is available and promoted on the Junxure website. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
No information available | |
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Call Logging Record call notes and attach to client records. |
Call notes and activity logging are part of client record keeping features. | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Meeting scheduling and calendar invites are built into client and team workflows. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
Marketing automation (campaigns/newsletters) is available, though advanced marketing features may require integration. | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
Electronic document signing is available via built-in or third-party integrations (DocuSign, etc.). | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
Engagement analytics and client activity tracking are included in Junxure reports and dashboards. | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
Communication archiving and message history is maintained for compliance reasons. | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
Supports omnichannel (email, phone, portal) communication, though chat may require integration. | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
Customizable email and communication templates are supported. |
Reporting & Analytics
(9 Yes /9 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Dashboard customization is a selling point for Junxure reporting. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Report builder included for interactive/custom reporting. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
Pre-built standard reports available for financial/advisory compliance and review. | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Charts and visualizations are in the reporting/analytics modules. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Reports may be exported to PDF, Excel, and other formats. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
Automated report scheduling and delivery is available. | |
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Real-Time Data Updates Reports are refreshed with live data. |
Real-time reporting possible where data integrations are live. | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
Drill-down from summary into detailed report views supported in analytics. | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
Custom metric tracking is possible via custom reports/analytics. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
Integration & API
(4 Yes /4 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Junxure integrates with third-party portfolio management systems (e.g., Orion, Black Diamond). | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Email/calendar integration (e.g., Outlook, Google) is marketed as a core integration. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
APIs for customization/integration are promoted for enterprise customers. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
No information available | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
No information available | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
No information available | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
No information available | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
eSignature platforms (e.g., DocuSign, Adobe Sign) integrate directly with Junxure client records and workflow. | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
Onboarding & Client Portal
(7 Yes /7 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Junxure provides digital onboarding workflow, guiding new clients step by step. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Online (digital) form completion for onboarding and KYC is supported. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Client portal is included, providing secure access to documents, portfolios, and communications. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Clients can view status of onboarding/application on the client portal. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal can be branded and customized. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Clients can self-serve (update contact details, schedule meetings, upload docs) in the portal. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
E-signature is supported for forms via the portal. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
No information available | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
No information available |
Mobile & Accessibility
(1 Yes /1 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
No information available | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Junxure is accessible with responsive web design for use on mobile and tablets. | |
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Push Notifications Send real-time push notifications to mobile devices. |
No information available | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
No information available | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
No information available | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
No information available | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
No information available | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
No information available | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
No information available | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
No information available | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
User Experience & Customization
(6 Yes /6 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
Junxure offers a drag-and-drop interface for organizing workflows and client data. | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Customizable dashboard widgets are available for users. | |
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White Labeling Custom branding for both internal and client-facing modules. |
White labeling and management of firm and portal branding are supported. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Training resources (videos, guides, onboarding) are accessible. | |
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Multiple Language Support User interface is available in several languages. |
No information available | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
No information available | |
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Theme Customization Choose or define custom color schemes and layouts. |
Theme and color customization for dashboards/portal available. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
No information available | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
User feedback/request channel is available through platform support and portal. | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
Support & Vendor Reliability
(6 Yes /6 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
No information available | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
Dedicated account manager provided per customer as part of premium support. | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Online knowledge base and support documentation accessible to users. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
Service level agreements (response times and uptime) are advertised. | |
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Product Roadmap Visibility Customers can view future product development plans. |
Product roadmap is published for customers to view upcoming features. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
Community user forum is available for peer-help and best practices. | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Onboarding assistance and implementation/migration support offered by Junxure. | |
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System Status Dashboard Real-time system health and incident reporting. |
No information available | |
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Multi-language Support Center Support assistance is available in different languages. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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