---
description: ¿Qué piensan los usuarios de Juniper Square? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Juniper Square gracias a Capterra República Dominicana.
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title: Juniper Square - Opiniones, precios y características - Capterra República Dominicana 2026
---

Breadcrumb: [Inicio](/) > [Software de gestión de carteras](/directory/20010/investment-management/software) > [Juniper Square](/software/171269/juniper-square)

# Juniper Square

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> Moderno sistema de gestión de inversiones integral, diseñado específicamente para los bienes raíces.
> 
> Veredicto: 61 usuarios lo han valorado con **4.9/5**. De los mejores valorados en **Probabilidad de recomendación**.

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## Vista rápida

### ¿Quién usa Juniper Square?

Gestores de inversiones inmobiliarias

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **4.9/5** | 61 Opiniones |
| Facilidad de uso | 4.8/5 | Basado en las opiniones generales |
| Asistencia al cliente | 5.0/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.8/5 | Basado en las opiniones generales |
| Funcionalidades | 4.7/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 100% | (10/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: Juniper Square
- **Ubicación**: SAN FRANCISCO, EE. UU.
- **Constitución**: 2014

## Contexto comercial

- **Precio de partida**: US$18,000.00
- **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+
- **Despliegue y plataformas**: Cloud, SaaS, Web
- **Idiomas admitidos**: inglés
- **Países disponibles**: Canadá, Estados Unidos

## Funcionalidades

- Alertas y notificaciones
- Almacenamiento de documentos
- CRM
- Capital privado
- Contabilidad
- Correspondencia cliente/propiedad
- Creación de informes de inversores
- Creación de informes y estadísticas
- Creación de informes/análisis
- Firma electrónica
- Gestión de carteras
- Gestión de clientes
- Gestión de contactos
- Gestión de contratos o licencias
- Gestión de documentos
- Gestión de flujos de trabajo
- Gestión de la conformidad
- Gestión de riesgos
- Gestión de tareas
- Marketing por correo electrónico
- Métricas de rendimiento
- Panel de actividades
- Para inversores y agentes
- Portal de clientes
- Segmentación
- Seguimiento de inversiones
- Seguimiento de la conformidad
- Seguimiento de recomendaciones
- Uso compartido de archivos

## Integraciones (en total: 5)

- Docusign
- Gmail
- Google Analytics 360
- Lob
- Wistia

## Opciones de asistencia

- E-mail/Help Desk
- Base de conocimientos
- Chat

## Categoría

- [Software de gestión de carteras](https://www.capterra.do/directory/20010/investment-management/software)

## Categorías relacionadas

- [Software de gestión de carteras](https://www.capterra.do/directory/20010/investment-management/software)
- [Software inmobiliario comercial](https://www.capterra.do/directory/31244/commercial-real-estate/software)
- [Software CRM inmobiliario](https://www.capterra.do/directory/30926/real-estate-crm/software)
- [Software para transacciones inmobiliarias](https://www.capterra.do/directory/31243/real-estate-transaction-management-software/software)
- [Software de inversión](https://www.capterra.do/directory/31561/equity-management/software)

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## Opiniones

### "Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals" — 5.0/5

> **Joe** | *16 de mayo de 2018* | Propiedad inmobiliaria
> 
> **Puntos a favor**: 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.&#10;&#10;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.&#10;&#10;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.&#10;&#10;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.&#10;&#10;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.
> 
> **Puntos en contra**: 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.&#10;&#10;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. &#10;&#10;Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

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### "Juniper Square - Highly Recommend\!" — 5.0/5

> **Tina** | *24 de junio de 2020* | Propiedad inmobiliaria | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.
> 
> **Puntos en contra**: We would like the quarterly statements to be more customizable with regards to  the layout and data fields we can include on the statements.
> 
> Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.

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### "the JS platform has been a great addition to our business" — 4.0/5

> **Usuario verificado** | *7 de mayo de 2018*
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: 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

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### "Thumbs Up for Juniper Square" — 5.0/5

> **David** | *18 de diciembre de 2019* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: More suggestions than dislikes:  would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.
> 
> The whole team has been extremely happy with Juniper Square.  It greatly increased the efficiency in multiple aspects of our business.

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### "Our 1st Year with Juniper Square" — 5.0/5

> **Chris** | *19 de febrero de 2019* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: 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.&#10;&#10;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.
> 
> 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.

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