Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Your CRM is an integral component of your business. Sticky Advisor allows you to share the entire picture with your clients. Our cloud-based software allows you to keep track of client communications, track client communications and manage your calendar. You can also create forms and surveys, organize documents for clients, set up automated messages and more. Sticky Advisor is backed by our company. We offer a free trial of the product. Sticky Advisor is yours for 30 days. If you don't love it, cancel your subscription. No hidden fees, no setup costs, no credit card required. Sticky Advisor is a network of financial professionals across the country. Sign up today to make your life easier!
Description
Zoom has seamlessly integrated its platform with Zoom Whiteboard, providing users with an innovative tool that significantly enhances collaborative efforts. Within Zoom Meetings, participants can create or share real-time whiteboards, allowing for varied access levels based on the type of meeting being conducted. Elevate your workshops by leveraging the full array of Zoom’s features to foster collaboration in novel ways. Team members can engage with whiteboards both during meetings and externally, enabling efficient brainstorming through the use of smart connectors, sticky notes, and comments. Information can be organized in real-time with sticky notes, promoting clarity and structure during discussions. Sharing whiteboards with fellow Zoom users is a breeze using the share sheet, ensuring everyone stays connected. Users can access their Zoom Whiteboards at any time, whether in or out of a meeting, as they are saved automatically for convenience. Additionally, collaboration is possible across various devices, including the Zoom client for desktop, web browser, or Zoom Room for Touch, making it easier than ever to work together effectively. The integration of these tools revolutionizes the way teams collaborate, promoting creativity and productivity in both virtual and hybrid environments.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Google Contacts
Zoom
Zoom Docs
Zoom Rooms
Zoom Team Chat
Zoom Workplace
Integrations
Google Calendar
Google Contacts
Zoom
Zoom Docs
Zoom Rooms
Zoom Team Chat
Zoom Workplace
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
stickypages
Founded
2008
Country
Canada
Website
stickyadvisor.com
Vendor Details
Company Name
Zoom Communications
Founded
2011
Country
United States
Website
explore.zoom.us/en/products/online-whiteboard/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management