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!
Pricing
Free Version:
Free Version available.
Free Trial Offered?:
Yes
Integrations
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Screenshots and Video
Company Facts
Company Name:
stickypages
Date Founded:
2008
Company Location:
Canada
Company Website:
stickyadvisor.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Sticky Advisor Categories and Features
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management