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Sticky Advisor

CRM for financial advisors in Canada

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Sticky Advisor Pricing, Features, Reviews and Alternatives

Sticky Advisor product overview

Price starts from

No info

What is Sticky Advisor?

Sticky Advisor is a Canadian financial advisor CRM that helps professionals automate their daily activities and keep up-to-date records of clients, with access to information from anywhere. Users can keep track of clients through one-click follow-up and auto-generated follow-up lists, detailed histories, and more. Files and documents can be uploaded using drag and drop, and custom forms can be created for collecting information. Additional features include client messaging, resource sharing, and sync with Google apps.

Key benefits of using Sticky Advisor

  • Sticky Advisor improves workflows for daily activities, helping financial professionals to keep up-to-date records of their clients, track commissions, and more.

  • Replace sticky notes with online note management for each client, and set reminders and alerts for important dates or events.

  • Sticky Advisor automatically keeps a history of all actions with clients, enabling users to look through a constant track-record whether for legal reasons, or reference.

  • Send and receive messages to and from contacts from within Sticky Advisor to keep all communications with clients in one place.

  • The mobile-friendly platform enables users to access content from anywhere, whether via sync with Google, or the browser of any connected device. All data is securely stored on servers based in Canada.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Chat

    Training options

    Documentation
    Live Online
    Webinars

    Sticky Advisor pricing information

    Value for money

    4.8

    /5

    6

    Price starts from

    No info

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Sticky Advisor features

    Functionality

    3.8

    /5

    6
    Total Features40 1 categories

    Most valued features by users

    Reporting & Statistics
    Activity Dashboard
    Data Import/Export
    Document Management
    Activity Tracking
    Mobile Access
    Historical Reporting
    Asset Management

    Functionality contenders

    DealerCenter
    Functionality
    #1
    Fresha
    Functionality
    #2
    PetExec
    Functionality
    #3
    Sticky Advisor
    Functionality
    #4

    Sticky Advisor users reviews

    Overall rating

    4.3

    /5

    6

    Positive reviews

    100%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.33/10
    Rating distribution

    5

    4

    3

    2

    1

    2

    4

    0

    0

    0

    Overall rating contenders

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    It's so much more than a CRM... it's a personal assistant!

    Reviewed 4 years ago
    Pros

    Sticky Advisor has features that most CRM packages dont have. Internal messaging services, the ability to save documents and files specific to each client, marketing assistance and handy places to keep your selling codes and supplier codes. The categories feature can be used to segment clients and groups. Works great on my phone, computer and tablet too!

    Cons

    It wasn't available sooner! More training to help with understanding how to use all the features in the day to day work flow.

    Vendor response

    Thank you Terry for your review. Training will always be improve upon. We will do our best to improve training as our product evolves!

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Amazing! The program is always adding new and useful features!

    Reviewed 4 years ago
    Pros

    Cost is amazing compared to others on the market and the customer service is amazing, they are quick, friendly and so helpful!

    Cons

    Needs better guide when starting to use the program to get the most out of it right away. I would like a better tour or a manual

    Vendor response

    Thank you Risa for your review! We appreciate all your feedback! We understand our help guide isn't amazing. Although we took large steps on improving it this year, we will continue to improve it with our "scenario videos" in the future. As always, if you have any other questions regarding the product, please use the feedback button when you are logged in to Sticky Advisor.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    It is satisfactory experience till date

    Reviewed 4 years ago

    Properly manage the customer leads which improve my overall services accuracy.

    Pros

    Sticky Advisor has some of the very good features such as Internal messaging services, segmentation of client leads, saving clients documents, marketing material assistance. It can be easily accessible from all the devices such as phone, computer and tablet too!

    Cons

    It isn't available to other marketplace. Hopefully it will be available sooner! More training to help with understanding how to use all the features in the day to day work flow.

    Vendor response

    Hello! Thank you for your review! Your feedback is greatly appreciated! In regards to the cons you mentioned, we would like to understand more of what you are referring too. Available to the marketplace? Are you able to elaborate on this more for us? We are continually working on our help feature, and realize it's a hurdle that will always need to be improved. If you have any questions about the product, please feel free to use the feedback button when you are logged into Sticky Advisor.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Addresses the financial advisor current and future requirements for a cost-effective tailor-made crm

    Reviewed 4 years ago
    Pros

    The most feature-packed customer relationship marketing program for any advisor whether one is starting out or well-established practitioner. Dollar for dollar, feature for feature, sticky advisor can not be matched. Very little customization is needed to tailor to the likes of any advisor. Support and his team is simply legendary, to say the least. I have seen and experienced many of the crms in the marketplace attempt to address the unique CRM demands of a financial advisor, sticky advisor simply hit it out of the park, bar none!

    Cons

    Gmail sync is not fully explained. Credits for sending email (not thrilled of paying in tokens that Gmail would address with no cost ) Challenge of separating notes (ie. Corporation - separate, husband - sperate, wife - independent from one business or family record

    Vendor response

    Thank you Stewart for your feedback! Much appreciated! We will look to improve our documentation on the Gmail Sync feature!

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Easy to get started

    Reviewed 4 years ago
    Pros

    Integrated email. Activities options. Straight forward. Importing muni database was super easy. The reminders make sure no one is missed.

    Cons

    I think the website could be prettier. Options tabs are repetitive. My activities don't disappear after I've completed them. No option to search contact by name. When I hit contacts it automatically lists recent instead of all of my contacts.

    Vendor response

    Hi Caitlin, Thank you so much for your review! The cons you mentioned, - Regarding no ability to search contact by name? --> You can search for contacts using the search box on the top right where it says, "search". You would be able to search for a name here. - When you hit contacts it automatically lists recent. --> I would love to understand a bit more about this and your process. Are you able to explain in detail? This will help us improve our product! When you are logged into Sticky Advisor, you can use the 'feedback' button to notify us about any of these issues you face. Look forward to hearing from you.

    Sticky Advisor FAQs and common questions

    Sticky Advisor has the following pricing plans:
    Pricing model: Free, Subscription
    Free Trial: Available


    Sticky Advisor has the following typical customers:
    Freelancers, Mid Size Business, Small Business


    Sticky Advisor supports the following languages:
    English


    No, Sticky Advisor does not have an API available.


    Sticky Advisor integrates with the following applications:
    Google Contacts, Google Calendar


    Sticky Advisor offers the following support options:
    Email/Help Desk, Chat

    Related categories