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  • Home>Practice Management>Technology>Junxure 7.0 Test Drive

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    Junxure 7.0 Test Drive

    Joel kicks the tires of the latest beta version and comes away impressed.

    Joel P. Bruckenstein, 02/14/2008

    In April 2007 I previewed an early alpha version of Junxure 7.0 and I let my initial enthusiasm get the better of me when I boldly predicted that Junxure 7.0 would ship within six months. I was wrong. Approximately 20 beta testers are already using the updated application and a second wave of firms are about to install it, but the general release is still weeks away, and upgrades for existing users will roll out over a period of months. Be patient.

    For those of you who missed my earlier article, and those that are unfamiliar with the application, Junxure  is one of the most comprehensive desktop customer relationship management solutions created specifically for financial service professionals. It offers a wide array of industry specific fields, sophisticated client management features, automated workflow functions and excellent reporting capabilities. Due to its comprehensive nature, its adaptability, its quality and the excellence of support, Junxure has been long been among my favorite desktop customer relationship management programs for financial professionals.

    Although the current version is strong, there are areas of relative weakness. The interface is starting to feel a bit dated; e-mail integration, while good, could be better; and accidental edits have been a problem for some. The new version should put most lingering complaints to rest.

    Version 7.0 of Junxure is by far the best release ever. It sports a new interface and a long list of enhancements while retaining the best of the previous versions that longtime users have come to appreciate. It is faster, more flexible, more scalable, and more powerful than the current version, and it looks much better, too.

    Because of the comprehensive nature of this program, it is impossible for me to discuss all of its features and capabilities; in fact, I don't even have room to list all of the enhancements. Just to give you an idea of how comprehensive the changes are, CRM Software supplied me with a 15-page document outlining nothing but the enhancements. The best I can do for now is highlight some of the additions and improvements that I deem to be highly significant.

    Let's start with the new graphical user interface. As I mentioned in my April 2007 article, Junxure 7.0 has migrated to a Microsoft .NET environment. This change has enabled the Junxure folks to provide users with a much more robust graphical user interface.

    The graphical user interface offers some subtle benefits as well. Since the information is presented in HTML, you can usually cut and paste pieces of information from Junxure to the Windows clipboard and paste it where you want it. For example, you can cut a client's address and paste it into another program. To prevent unintended editing of HTML data, users must click an edit link or button before initiating a change. The .NET environment is supposed to size the screen views to the monitor you are using, so the need for manual adjustments should disappear.

    The screen is divided into three columns. On the left, there is a navigation pane that is reminiscent of Outlook. In the main middle pane, and throughout the program, information is presented in a grid. This particular grid lists all past-due actions. Across the top of the grid are columns for due date, client name, type of action, priority, and other things.