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!
Sticky Advisor Alternatives
DataImpulse is an ethical proxy provider offering a large pool of over 90 million residential, mobile, and data center IPs from 195 countries.
Pricing starts at $1 per GB for residential proxies, with a pay-as-you-go model that has no subscriptions or traffic expiration.
DataImpulse proxies are ideal for web scraping, SERP monitoring, ad verification, price tracking, and more. They support HTTP/HTTPS and SOCKS5 protocols, with rotating and sticky session options. Integration options include Scrapy, Selenium, Puppeteer, proxy managers, browser extensions, and custom tools.
Rated 4.8 out of 5 on G2, DataImpulse offers 24/7 human support, advanced targeting, bulk discounts, and custom features upon request.
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CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals.
CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists.
CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.
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Altitude CRM
Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.
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Spot
Spot is the virtual hub for your organization – bringing the spirit and utility of being in the same physical office to a digital experience. Spot works like a 3D immersive video game, where each user acts as an avatar in this virtual world. Each user can customize their avatar and spaces to suit their needs. The product is engineered and optimized specifically for a web experience where anyone can join instantly with a web browser and start sharing voice/video, screens, and moments with people through events, meetings, and hangouts. Here is a one minute video on a Spot experience.
Customers are leveraging the benefits of an immersive 3D virtual experience with use cases across all industries like:
Events
Internal operations/meetings
Recruiting
Sales
Education
Happy hours and
watch parties.
Our customers are building massive online communities that span the globe. Spot embraces the diversity, joy, productivity, collaboration, innovation, and culture cultivated by customers in their virtual offices.
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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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