Sticky Advisor 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!
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Happy hours and
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Kestrelbox
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Pricing
Free Version:
Yes
Free Trial:
Yes
Integrations
Company Details
Company:
stickypages
Year Founded:
2008
Headquarters:
Canada
Website:
stickyadvisor.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support
Sticky Advisor Features and Options
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Sticky Advisor User Reviews
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