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Method CRM vs Sticky Advisor Comparison

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Overview

Category Leaders

Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the...

Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

25

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.2

5

4

3

2

1

54

19

7

2

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
80%
would recommend this app

4.3

5

4

3

2

1

2

4

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.

RM

Richard M.

Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.

AR

Anonymous Reviewer

I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

CH

Cherie H.

Pros

Not enoughreviews yet

Cons

When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur.

RA

Rosie A.

But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).

Rebekah R.

Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.

Donny C.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features72
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • For Mac Devices
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Reports
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Total features17
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • For Mac Devices
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Reports
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations13
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations2
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk