Ive tried to make my new RIA as heavily reliant on cloud technology as possible. Anything that I could push into a cloud technology solution I have. However, Im still wrestling with one of my basic needs: a CRM system.
At the previous RIAs I have worked at, I worked first with a proprietary CRM and then with Junxure. I enjoyed using Junxure, but it didnt make sense to use it in my one-man setup; its just too big for me. (The initial price tag is out of my price range, and it has a three-user minimum.)
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