Juniper Square

Juniper Square

par Juniper Square

Qui utilise Juniper Square ?

Les gestionnaires d'investissements immobiliers qui gèrent des capitaux extérieurs.

Description de Juniper Square

Juniper Square est un logiciel de gestion des investissements tout-en-un facile à utiliser qui permet aux gestionnaires de lever davantage de capitaux, d'améliorer les opérations d'investissement et d'accroître la satisfaction des investisseurs. Conçu spécifiquement pour l'immobilier, Juniper Square est approuvé par des centaines de partenaires généraux pour gérer plus de 14 000 investissements et 730 milliards de dollars d'actifs immobiliers.

Informations sur Juniper Square

Juniper Square

https://www.junipersquare.com/

Fondé en 2014

Prix de Juniper Square

Juniper Square n'est pas disponible en version gratuite et ne propose pas d'essai gratuit. Voir plus d'informations concernant le prix de Juniper Square ci-dessous.

Version gratuite

Non

Essai gratuit

Non

Déploiement

Cloud, SaaS, web

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Juniper Square - Fonctionnalités

Logiciels CRM immobilier
Alertes sur les biens
Gestion des campagnes
Gestion des contacts
Gestion des leads
Mise en correspondance des clients et des biens
Segmentation
Suivi des interactions
Suivi des références
e-mail marketing
Alertes de date critique
Analyse des flux de trésorerie
CRM
Fonctions pour courtiers
Fonctions pour gestionnaires immobiliers
Fonctions pour investisseurs
Fonctions pour évaluateurs
Gestion des marques
Gestion des portefeuilles
Gestion des transactions
Planification stratégique
Benchmarking
Contrat à terme sur marchandises
Fonctions pour conseillers en placement
Gestion de la comptabilité
Gestion des clients
Gestion des fonds
Gestion des risques
Immobilier
Importation et exportation de données
Mesure des performances
Modélisation et simulation
Obligations/actions
Portail client
Pour investisseurs et traders
Rapports de conformité
Rééquilibrage du portefeuille

Avis sur Juniper Square

Afficher 5 avis sur 44

Note globale
4.9/5
Facilité d'utilisation
4.8/5
Service client
5/5
Fonctionnalités
4.7/5
Rapport qualité-prix
4.8/5
Chris E.
Managing Director
Immobilier, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 19/02/2019

"Our 1st Year with Juniper Square"

Commentaires: Our experience has been excellent. The Juniper staff is energetic and responsive and we have enjoyed all of our interactions with the team. We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office.

Avantages: We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations. Prior to moving to the Juniper Square platform, we kept all of our investor information spread out in unsecured Excel files. The best aspect of Juniper is that it provides us with the tools necessary to let our investors feel like we are more "institutional" (in the best meaning of the word). We are now able to provide regular and consistent professional correspondence with our investors, regarding asset performance, tax matters, etc. We have also been able to streamline our distribution process by moving toward making all distributions via ACH. Furthermore, we now have a much more organized and professional platform with which to present new investment opportunities to our investors. For us, the change over the past 12+ months has been revolutionary, and we could not be more pleased with the product and the team behind it.

Inconvénients: There is a lot of functionality built into the software so learning how to best utilize the software took some time. However the customer service is very responsive and supportive, so whenever we had questions we just reached out to the Juniper team and they provided us with the necessary direction. The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software. But once you ramp up the learning curve there is tremendous payback.

  • Provenance de l'utilisateur 
  • Publié le 19/02/2019
Kyle G.
Vice President
Immobilier, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 14/02/2019

"Juniper Square -- A Multifaceted Solution to Investor, Accounting and Investor Relations Headaches"

Commentaires: CRM & Reporting -- I have a database with hundreds of contacts that used to be organized in a spreadsheet. The CRM functionality allows me to track client interactions, tag contacts for faster classification and sorting and provide custom messaging. For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors. The document repository allows me to send financials and reports via a link versus emailing large PDF files. Our clients have commented on how much our transparency has improved over the past year since we started using Juniper Square. The platform puts all the information they need about their investments at their fingertips. Distribution calculation and processing: Once we determine the total amount to distribute, Juniper Square applies a number of different calculation options to deliver accurate and error free cash flow to our clients. This function was previously executed via a number of spreadsheets, was error prone and time consuming. We no longer have to print checks. Waterfall calculations: Waterfalls are entered into Juniper Square straight out of the partnership documents, eliminating potential distribution errors. The customer service is second to none. My rep is always highly responsive to any inquiries and the help pages offer clear, concise instructions. All in all we have had a fantastic experience with Juniper Square.

Avantages: Ease of use is what I like most about Juniper Square. I liken the functionality to the first time one uses an Apple product...it is simply intuitive. Yes, the different functions such as CRM, performance calculation and reporting, and distribution processing are all very well done by themselves. However, the seamless integration of all those functions via an well-designed user interface sets this platform apart.

Inconvénients: There is not anything I do not like about this software after using it for approximately one year.

  • Provenance de l'utilisateur 
  • Publié le 14/02/2019
Joe S.
Vice President, Investments
Immobilier, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 16/05/2018

"Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals"

Avantages: Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors. We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later. Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

Inconvénients: The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build. As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors. Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

  • Provenance de l'utilisateur 
  • Publié le 16/05/2018
David G.
Director of Investment Capital
Immobilier, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 18/12/2019

"Thumbs Up for Juniper Square"

Commentaires: The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Avantages: Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Inconvénients: More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

  • Provenance de l'utilisateur 
  • Publié le 18/12/2019
Utilisateur vérifié
Director of Finance
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 07/05/2018

"the JS platform has been a great addition to our business"

Avantages: customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Inconvénients: customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

  • Provenance de l'utilisateur 
  • Publié le 07/05/2018