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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
Capture your thoughts and ideas instantly, no matter your location—whether at home, in the office, or while traveling—by using Lino to post online sticky notes whenever necessary! You can set reminders for important dates or deadlines, and with due dates attached to your notes, you’ll receive email alerts the morning they are due. Enjoy the freedom to arrange your photos and videos as you wish, making it easy to share with friends. Lino also allows for seamless collaboration; by forming groups, you can effectively exchange ideas with both friends and colleagues. You can even attach files to your sticky notes, facilitating easy sharing among peers at work or at home. With the app available on smartphones, taking notes and posting media is effortless, and you can zoom in and out using a simple pinch gesture. Enhance your collaborative efforts and streamline your communication by utilizing Lino’s features to keep everyone connected and informed.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Google Contacts
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$2.99 per month
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
lino
Country
United States
Website
en.linoit.com
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
Productivity
Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat