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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

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

Product Features

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