AdvisorEngine CRM System Requirements

AdvisorEngine CRM System Requirements

Compatible Browsers

  • Google Chrome
  • Microsoft Edge
  • Firefox

Mobile Devices

AE CRM is compatible with the latest two major versions of iOS.

AE CRM is compatible with Android phones and android tablets through Chrome.

Email Integration

Microsoft Exchange (2010, 2013, 2016 and higher with Exchange Web Services enabled) and Gmail (Google Apps for Work, SMTP only) are compatible with AE CRM email integration.

Full email workflow integration (email handling, contact export, some calendar functions) requires a Microsoft 365 subscription or installation of the Junxure Outlook Add-in.

Outlook Add-in

Local installation of Office 2010 or higher installed (32/64 bit versions of Office both compatible).

Windows 7 Pro or Enterprise, Windows 8 Pro or Enterprise, Windows 10 Pro or Enterprise required.

All current .Net framework and Windows critical updates ands applicable Service Packs must be applied.

Note: IMAP and Google Apps are not compatible with the Outlook Add-in

Calendar Integration

Microsoft 365, Microsoft Exchange (2010, 2013, 2016 and higher with Exchange Web Services enabled), and Google Calendar (Google Apps for Work) are compatible with AE CRM.

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