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What is Sticky Advisor?

Your customer relationship management system is a crucial aspect of your organization. With Sticky Advisor, you can provide a comprehensive view to your clients. Our cloud-based platform enables you to monitor client interactions, oversee your schedule, and manage communications seamlessly. Additionally, you have the ability to design forms and surveys, arrange documents for your clients, and establish automated messaging, among various other features. Sticky Advisor is supported by our dedicated company, which also offers a complimentary trial period for the product. Enjoy Sticky Advisor for a full 30 days, and if it doesn’t meet your expectations, you can easily cancel your subscription without any hidden fees, setup charges, or the need for a credit card. Furthermore, Sticky Advisor connects you with a nationwide network of financial professionals. Join us today to simplify your workflow and enhance your client relationships even further!

What is ProjectHuddle?

Introducing a groundbreaking WordPress plugin that streamlines the collection of feedback for your web designs and projects. This innovative tool employs a sticky-note format for comments, facilitating smooth interaction with your designs. It is self-hosted, white-label, and seamlessly integrated into WordPress, adding a professional flair to your projects. Imagine the convenience of placing sticky notes directly on your visuals and web designs, simplifying the client feedback process remarkably. You can easily point, click, and add interactive comments on your mockups or live site designs. This versatile plugin allows you to obtain visual feedback on various formats, including wireframes, PDFs, and sketches, enhancing your ability to gather insights. You will manage clear, contextual comments directly on your live website or application, making sure that feedback remains organized and easily accessible. Gone are the days of navigating through ambiguous requests or extensive email threads—this tool ensures everything is straightforward and concise. You’ll not only save time but also enhance your organization and streamline your workflow as you progress through projects. With fully customizable presentation designs, you can elevate your professionalism in every client interaction. The approval process for designs and mockups is simplified to a single click, allowing for easy pointing, clicking, and articulation of your thoughts. Additionally, reporting bugs becomes effortless, empowering you and your remote team to provide visual and contextual feedback with efficiency. This plugin fundamentally redefines how you interact with your designs and communicate with clients, transforming the feedback process into a more engaging experience. Ultimately, this tool represents a significant step forward in improving collaborative workflows and enhancing client satisfaction.

Media

Media

Integrations Supported

Craft CMS
Drupal
Google Calendar
Google Contacts
Magento
Shopify
Squarespace
Webflow
Weebly
Wix
WordPress

Integrations Supported

Craft CMS
Drupal
Google Calendar
Google Contacts
Magento
Shopify
Squarespace
Webflow
Weebly
Wix
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$109 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

stickypages

Date Founded

2008

Company Location

Canada

Company Website

stickyadvisor.com

Company Facts

Organization Name

ProjectHuddle

Date Founded

2016

Company Location

United States

Company Website

projecthuddle.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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