--- description: Review of Juniper Square Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Juniper Square | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Real Estate CRM Software](/directory/338/real-estate-crm/software) > [Juniper Square](/software/355420/juniper-square) # Juniper Square Canonical: https://www.softwareadvice.co.uk/software/355420/juniper-square Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/355420/juniper-square?page=2) > Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management and fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale their operations efficiently, and improve investor satisfaction. More than 2,000 GPs rely on Juniper Square to manage more than 600,000 LPs in more than 38,000 private funds. > > Verdict: Rated **4.9/5** by 61 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 61 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Juniper Square - **Location**: SAN FRANCISCO, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$18,000.00 - **Pricing Details**: Contact Juniper Square for detailed pricing information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Alerts/Notifications - Audit Trail - CRM - Campaign Management - Check Printing - Client Management - Client Portal - Client/Property Matching - Communication Management - Compliance Management - Compliance Tracking - Contact Database - Contact Management - Contract/License Management ## Integrations (5 total) - Docusign - Gmail - Google Analytics 360 - Lob - Wistia ## Support Options - Email/Help Desk - Knowledge Base - Chat ## Category - [Real Estate CRM Software](https://www.softwareadvice.co.uk/directory/338/real-estate-crm/software) ## Related Categories - [Real Estate CRM Software](https://www.softwareadvice.co.uk/directory/338/real-estate-crm/software) - [Fund Accounting Software](https://www.softwareadvice.co.uk/directory/275/fund-accounting-software/software) - [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software) - [Real Estate Transaction Management Software](https://www.softwareadvice.co.uk/directory/4262/real-estate-transaction-management/software) - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) ## Alternatives 1. [InvestNext](https://www.softwareadvice.co.uk/software/429443/investnext) — 4.7/5 (20 reviews) 2. [Agora](https://www.softwareadvice.co.uk/software/367676/agora) — 4.5/5 (12 reviews) 3. [AppFolio Investment Manager](https://www.softwareadvice.co.uk/software/149983/appfolio-investment-management) — 4.7/5 (100 reviews) 4. [Dynamo Software](https://www.softwareadvice.co.uk/software/131884/dynamo) — 4.6/5 (34 reviews) 5. [RealPage IMS](https://www.softwareadvice.co.uk/software/84974/investor-management-services) — 4.5/5 (79 reviews) ## Reviews ### "Transforms investor mgmt process from laborious and error-prone to simple and professional." — 5.0/5 > **Julie** | *7 May 2018* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Juniper Square's super easy user interface is so refreshing in a CRM. I actually enjoy using it and know that I can get new users up and running in no time at all. Often just a 5-min overview and people are ready to use it because it is so intuitive. Great product. > > **Cons**: I just keep wanting more. Every time they release a new feature it is instantly relevant and makes me excited for their ongoing growth and upgrades. Am also anxious for the mobile App form so could access on the go. > > Streamlined investor relations process. Simple, clean CRM platform Great organizational structure for marketing and fundraising/financing ----- ### "Best in Class Product & Support" — 5.0/5 > **TK** | *30 November 2020* | Commercial Real Estate | Recommendation rating: 10.0/10 > > **Pros**: We tested Juniper's two closest competitors and actually engaged one of them initially, solely based on price. After 3 months of frustration, we left the competitor for Juniper Square and haven't looked back. Been thoroughly impressed by the product's robustness - Data Room, Investor Reporting and CRM all in one user and graphically friendly interface). Love, love our account rep, \[SENSITIVE CONTENT HIDDEN\] - knows her stuff inside and out, and always goes well-above and beyond to resolve any questions or issues in an extremely timely manner. If she doesn't know the answer, she finds it\! > > **Cons**: No IT team or person; they really need to address this ASAP. A smart phone App is also very much needed - a must have for any FinTech company, especially with Institutional clientele. > > Great overall experienced: Data Room and CRM to support capital raising/markets team - great tracking and reporting - multi-functionality for outbound emails, as well as emails received from clients and prospects. 24/7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign. ----- ### "Easy and efficient investor management software" — 4.0/5 > **Robert** | *3 January 2020* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: Easy of onboarding and implementation. The software provides a new layer of transparency for our partners. > > **Cons**: The automated investor reporting needs additional customization features. > > Great\! ----- ### "Juniper Square is the best investment management software for real estate\!" — 5.0/5 > **Kelsie** | *19 April 2019* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: On the front-end, the investor interface looks professional and is very easy to use. Our investors definitely appreciated the switch to Juniper. The fact that I can have confidence in the accuracy of the information they’re seeing and the quality of the presentation is invaluable. I also can’t say enough about the Customer Support team. They’re always extremely helpful and ready with a creative solution to a problem or answer to my question. > > **Cons**: There have been a few disconnects with regard to our internal processes and the software. However, the team at Juniper Square has almost always found a work-around. They are also very receptive to feedback and are always updating the software with new features. > > Juniper Square has helped us streamline several processes including distribution delivery, investor reporting, and tracking investor communications. Two features that are currently saving me time are: 1) Fundraising- Being able to take our fundraising process online, from sending out an email blast about the opportunity to tracking subscription document delivery, has made every acquisition more efficient and less stressful for our team. Everyone involved in the process can easily see how much equity we’ve raised and the status at all times. 2) K-1 delivery- This was infinitely easier this year thanks to Juniper Square’s ability to confirm electronic delivery approval with our investors and then automatically splitting the pdf packages into multiple documents and matching them to the correct investor. This process used to take me days and now takes minutes\! ----- ### "Life Changing Software & Support\!" — 5.0/5 > **Natalie** | *27 March 2019* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: The transparency of the investor portal is priceless\! Our investors can login and see all activity and documents related to their investments without having to contact us. This saves my team a lot of time and energy on repetitive, general questions. The portal also aids in conversations we have with investors from us pulling investor reports to tax documents. > > **Cons**: The distribution reconciliation is currently manual which takes time to change the status of hundreds of distributions each quarter. We are moving to 100% ACH which will remove this CON from our list\! > > We cannot speak highly enough about the Juniper Square implementation and support team. After researching several similar software companies and implementing other software within our organization, Juniper Square is hands down the best we have ever come across\! The implementation team made the process so smooth and the support team is always there to help and provides the necessary assistance in a timely fashion. I never have to worry about someone being available to address any questions - the support team always picks up the phone and our Customer Success Manager always goes above and beyond to ensure we are taken care of\! We consider JS a part of our team\! ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/355420/juniper-square?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/355420/juniper-square) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data