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Zoho CRM vs Sticky Advisor Comparison

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Overview

Category Leaders

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...

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
$

20

/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

4.3

5

4

3

2

1

2,441

1,754

674

148

66

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
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

They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.

AR

Anonymous Reviewer

As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.

AR

Anonymous Reviewer

My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.

JB

Joshua B.

Pros

Not enoughreviews yet

Cons

Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.

NS

Neil S.

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.

Max P.

It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.

Dr Navneet G.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features202
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Behavior Tracking
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management
  • XML / RSS
  • eCommerce Management
  • Total features17
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Behavior Tracking
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management
  • XML / RSS
  • eCommerce Management

Integrations

  • Total integrations450
  • 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