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Sticky Advisor

CRM for financial advisors in Canada

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Sticky Advisor Alternatives

How do Sticky Advisor alternatives compare?

Less Annoying CRM and Zendesk Sell stand out as its top competitors based on similarity, popularity and user reviews. When comparing Sticky Advisor to its top 66 alternatives, Trello has the highest rating, with monday.com as the runner-up, and Sticky Advisor ranking 46th place. Trello has the most reviews with a total of 19,859, while Sticky Advisor has 6. Users say Trello tops the list for value for money followed by Zoho CRM, while Sticky Advisor comes in 42nd. Users also say Trello and Pipedrive are the easiest to use, while Sticky Advisor takes 46th place.

What are the top 5 alternatives to Sticky Advisor?


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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Top 66 Alternatives & Competitors to Sticky Advisor

Less Annoying CRM

4.8
(455)

A simple CRM built just for small businesses

Features

Total

9

57

40

features in common

9

features in common

Less Annoying CRM's unique features

  • Reporting/Analytics

  • Territory Management

  • Household Tracking

  • API

Sticky Advisor's unique features

  • Drag & Drop

  • Action Management

  • Historical Reporting

  • Reporting & Statistics

Starting from

$15/month

Value for money

4.9

0.1

4.8

What users say about Less Annoying CRM's value for money

The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.

DW

David W.

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.

JM

Jessica M.

Zendesk Sell

4.3
(134)

All-in-one sales platform for sales teams.

Features

Total

22

126

40

features in common

22

features in common

Zendesk Sell's unique features

  • Contact Database

  • Customer Surveys

  • Event Triggered Actions

  • Email Tracking

Sticky Advisor's unique features

  • Historical Reporting

  • Appointment Scheduling

  • Email Invitations & Reminders

  • File Management

Starting from

$19/month

Value for money

4.1

0.7

4.8

What users say about Zendesk Sell's value for money

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

SC

Samuel C.

Zendesk has the worst customer service, which is crazy because they are a customer service platform. Not many third-party integrations.

Brenden S.

Zoho CRM

4.3
(5K)

CRM software that helps you sell smarter, better, faster.

Features

Total

27

197

40

features in common

27

features in common

Zoho CRM's unique features

  • Lead Distribution

  • Quotes/Estimates

  • Email Response Control

  • Progress Tracking

Sticky Advisor's unique features

  • File Management

  • Action Item Tracking

  • Historical Reporting

  • Document Templates

Starting from

$20/month

Value for money

4.3

0.5

4.8

What users say about Zoho CRM's value for money

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

Sage Intacct

4.2
(305)

Best-in-class Cloud ERP for Finance

Features

Total

11

156

40

features in common

11

features in common

Sage Intacct's unique features

  • Class Loading

  • Revenue Management

  • Billing & Invoicing

  • "What If" Scenarios

Sticky Advisor's unique features

  • Customizable Forms

  • Mailing List Management

  • Historical Reporting

  • Client Management

Value for money

4.0

0.8

4.8

What users say about Sage Intacct's value for money

Have been on it since the start of the company and has worked great. Customer support is always there when we have a question and it serves our needs great.

CK

Courtney K.

The customizing of reports is great. The simplicity is nice and it's easy to navigate around and for the most part pretty easy to train on.

NL

Neisha L.

Features

Total

25

122

40

features in common

25

features in common

Really Simple Systems CRM's unique features

  • Real Time Reporting

  • Image Library

  • Lead Qualification

  • Customizable Fields

Sticky Advisor's unique features

  • Action Item Tracking

  • Records Management

  • Historical Reporting

  • Appointment Scheduling

Starting from

$14/month

Value for money

4.5

0.3

4.8

What users say about Really Simple Systems CRM's value for money

The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

CD

Charlie D.

I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.

Marie W.

Maximizer CRM

4.0
(300)

Find the right plan to help you get growing.

Features

Total

19

62

40

features in common

19

features in common

Maximizer CRM's unique features

  • Click Tracking

  • Sales Forecasting

  • Referral Tracking

  • Forecasting

Sticky Advisor's unique features

  • Historical Reporting

  • Appointment Scheduling

  • Client Portal

  • Reminders

Starting from

$29/month

Value for money

3.8

1.0

4.8

What users say about Maximizer CRM's value for money

Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.

BB

Brent B.

The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.

JO

Javier O.

Keap

4.1
(1K)

An all-in-one CRM, sales and marketing automation software

Features

Total

18

125

40

features in common

18

features in common

Keap's unique features

  • Order Tracking

  • Event Triggered Actions

  • Email Response Control

  • Alerts/Notifications

Sticky Advisor's unique features

  • Audit Management

  • Historical Reporting

  • Purchasing & Receiving

  • Records Management

Starting from

$79/month

Value for money

3.8

1.0

4.8

What users say about Keap's value for money

When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.

DS

Daniel S.

I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.

LA

Louizos Alexandros L.

Pipedrive

4.5
(2.3K)

CRM built by salespeople, for salespeople

Features

Total

27

155

40

features in common

27

features in common

Pipedrive's unique features

  • Cataloging/Categorization

  • Customer Database

  • To-Do List

  • Configurable Workflow

Sticky Advisor's unique features

  • Customizable Forms

  • Document Templates

  • Historical Reporting

  • Client Portal

Starting from

$12.5/month

Value for money

4.4

0.4

4.8

What users say about Pipedrive's value for money

Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.

CK

Caner K.

BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they already charged it.

AR

Anonymous Reviewer

Caspio

4.6
(135)

Build online database applications without coding.

Features

Total

24

324

40

features in common

24

features in common

Caspio's unique features

  • Web App Development

  • For AEC Industry

  • Quotes/Estimates

  • Self Payment

Sticky Advisor's unique features

  • Live Chat

  • Reminders

  • User Management

  • Action Item Tracking

Starting from

$100/month

Value for money

4.5

0.3

4.8

What users say about Caspio's value for money

When I began using Caspio, I experienced great customer service to get me started on the right foot. They spent quality time with me to insure I was successful ... and I was.

RK

Ronnie K.

The great news is that if you aren't a programmer they have a great Managed Application Services Team that will do the work for you.

tb

tim b.

Bitrix24

4.0
(479)

100% free CRM, collaboration and communication tool suite

Features

Total

28

356

40

features in common

28

features in common

Bitrix24's unique features

  • Confirmation/Reminders

  • Employee Recognition

  • Expense Tracking

  • Milestone Tracking

Sticky Advisor's unique features

  • Email Invitations & Reminders

  • Document Templates

  • Historical Reporting

  • Influence Tracking

Starting from

$49/month

Value for money

4.2

0.6

4.8

What users say about Bitrix24's value for money

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

AD

Ajay D.

Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.

ER

Eric R.

Method CRM

4.2
(90)

The #1 rated CRM for QuickBooks Desktop and Online users

Features

Total

23

119

40

features in common

23

features in common

Method CRM's unique features

  • Task Progress Tracking

  • Recurring Tasks

  • Billing & Invoicing

  • CRM

Sticky Advisor's unique features

  • Asset Management

  • Influence Tracking

  • Audit Management

  • Email Invitations & Reminders

Starting from

$25/month

Value for money

3.9

0.9

4.8

What users say about Method CRM's value for money

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.

amoCRM

4.5
(135)

Messenger-based sales tool for SMBs and entrepreneurs

Features

Total

24

158

40

features in common

24

features in common

amoCRM's unique features

  • Summary Reports

  • Forms Management

  • Lead Generation

  • Event Triggered Actions

Sticky Advisor's unique features

  • Action Management

  • Client Portal

  • Asset Management

  • Records Management

Starting from

$15/month

Value for money

4.5

0.3

4.8

What users say about amoCRM's value for money

I like that it is very easy to use and intuitive, features drag and drop approach in their user interface, provides great capabilities for collaboration between teams, and is relevantly affordable.

Iurii K.

There are flaws that are associated with lack of integration and low speed. In the standard version there is no normal environment for working with mail, an insufficient level of technical support.

JV

Julia V.

InfoFlo

4.5
(87)

All-in-One CRM Software Solution

Features

Total

21

125

40

features in common

21

features in common

InfoFlo's unique features

  • Appointment Management

  • Call Recording

  • Workflow Management

  • Expense Tracking

Sticky Advisor's unique features

  • Historical Reporting

  • Purchasing & Receiving

  • Email Templates

  • Drag & Drop

Value for money

4.6

0.2

4.8

What users say about InfoFlo's value for money

The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.

JH

Janet H.

The program is an excellent, affordable CRM. Customer support is timely and has been great.

CB

Cynthia B.

Close

4.7
(137)

The CRM for high-performance sales teams.

Features

Total

19

124

40

features in common

19

features in common

Close's unique features

  • Email Response Control

  • Alerts/Notifications

  • Shared Contacts

  • Web-based Deployment

Sticky Advisor's unique features

  • Historical Reporting

  • Mobile Access

  • Records Management

  • Influence Tracking

Starting from

$25/month

Value for money

4.3

0.5

4.8

What users say about Close's value for money

Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person.

Anna K.

I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.

Nick P.

HarmonyPSA

4.5
(22)

The next generation of professional services automation.

Features

Total

26

306

40

features in common

26

features in common

HarmonyPSA's unique features

  • Milestone Tracking

  • Testing/QA Management

  • Employee Management

  • Multi-Channel Communication

Sticky Advisor's unique features

  • File Management

  • Document Templates

  • Historical Reporting

  • Influence Tracking

Starting from

$65/month

Value for money

4.4

0.4

4.8

What users say about HarmonyPSA's value for money

Customer Service is exactly what you need - fast, informative, helpful and friendly. Fantastic supporting documentation for implementation and continuing use.

Sophie L.

I must have spent countless days looking for the "right" PSA tool and I just kept coming back to Harmony, I love it. Happy to share my experience with anybody thinking about a new PSA.

AF

Alex F.

monday.com

4.6
(2.4K)

Project Management Made Easy

Features

Total

27

500

40

features in common

27

features in common

monday.com's unique features

  • Dependency Tracking

  • Customer Management

  • Vacation/Leave Tracking

  • Document Classification

Sticky Advisor's unique features

  • Mailing List Management

  • Action Item Tracking

  • Historical Reporting

  • Document Templates

Starting from

$10/month

Value for money

4.3

0.5

4.8

What users say about monday.com's value for money

I really love a lot about Monday. It's clean, has a beautiful design, easy to use and just overall a great product.

AR

Anonymous Reviewer

The best feature of monday.com is its ability to help you integrate your tasks into your calendar. The easy to use tool allows you to efficiently manage projects and meet deadlines.

AR

Anonymous Reviewer

Daylite for Mac

4.6
(326)

CRM & Project Management for teams of 1-100 that use Macs

Features

Total

17

84

40

features in common

17

features in common

Daylite for Mac's unique features

  • Milestone Tracking

  • Customizable Fields

  • Alerts/Notifications

  • File Sharing

Sticky Advisor's unique features

  • Customizable Forms

  • Historical Reporting

  • Purchasing & Receiving

  • Records Management

Starting from

$29/month

Value for money

4.4

0.4

4.8

What users say about Daylite for Mac's value for money

The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then.

SS

Sara S.

Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.

DB

David B.

HubSpot CRM

4.5
(2.8K)

Everything you need to sell in one integrated suite

Features

Total

18

69

40

features in common

18

features in common

HubSpot CRM's unique features

  • Email Response Control

  • Lead Capture

  • Contract/License Management

  • Campaign Management

Sticky Advisor's unique features

  • Audit Management

  • Historical Reporting

  • Data Import/Export

  • Purchasing & Receiving

Starting from

$50/month

Value for money

4.4

0.4

4.8

What users say about HubSpot CRM's value for money

The pricing is excellent. We use it mainly to track web hits and who was hitting our website, I have used Lead Forensics in the past and this is as good if not better and it comes for free.

TR

Tony R.

Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.

AR

Anonymous Reviewer

Freshsales

4.6
(480)

Sales management solution

Features

Total

26

144

40

features in common

26

features in common

Freshsales' unique features

  • Customer Surveys

  • Element Analytics

  • Visual Analytics

  • Customer Service Analytics

Sticky Advisor's unique features

  • Automated Scheduling

  • Influence Tracking

  • Asset Management

  • Client Portal

Starting from

$15/month

Value for money

4.5

0.3

4.8

What users say about Freshsales' value for money

With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.

Brendan T.

The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.

FQ

Farhan Q.

Financial Services Cloud

(0)

The world's #1 CRM, reimagined for financial services.

Features

Total

13

51

40

features in common

13

features in common

Financial Services Cloud's unique features

  • Real Time Data

  • Visual Analytics

  • Compliance Tracking

  • Compliance Management

Sticky Advisor's unique features

  • Audit Management

  • Activity Tracking

  • Historical Reporting

  • Purchasing & Receiving

FPS GOLD Core Banking

4.4
(11)

Core processing software for community banks

Features

Total

6

66

40

features in common

6

features in common

FPS GOLD Core Banking's unique features

  • Credit Union

  • Search/Filter

  • Alerts/Notifications

  • CRM

Sticky Advisor's unique features

  • Email Invitations & Reminders

  • Calendar Management

  • Customizable Forms

  • Template Management

Value for money

4.2

0.6

4.8

What users say about FPS GOLD Core Banking's value for money

The ease of use of this FPS GOLD/CIM GOLD program and the company's commitment to a quality product for its users.

DJ

Debbie J.

The staff at FPS is great to work with. They're quick to respond & help with the resolution process.

RP

Ricardo P.

Junxure Cloud

4.4
(22)

Cloud-based CRM solution for financial advisors

Features

Total

15

36

40

features in common

15

features in common

Junxure Cloud's unique features

  • Portfolio Management

  • Demographic Data

  • Social Media Integration

  • Multi-Channel Communication

Sticky Advisor's unique features

  • Template Management

  • Historical Reporting

  • Mobile Access

  • Appointment Scheduling

Starting from

$65/month

Value for money

4.6

0.2

4.8

What users say about Junxure Cloud's value for money

The team at Junxure is wonderful and are extremely helpful and cheerful when we have questions.

AH

April H.

We have been very happy with Junxure Cloud. The other assistant and I use it EVERY day, and it's a life-saver if someone is out of the office.

AH

April H.

Onpipeline

4.5
(2)

Customer relationship management (CRM) with visual pipeline

Features

Total

16

81

40

features in common

16

features in common

Onpipeline's unique features

  • Expense Tracking

  • Forecasting

  • List Management

  • Campaign Management

Sticky Advisor's unique features

  • Template Management

  • Historical Reporting

  • Client Management

  • Records Management

enVisual360

4.8
(5)

Integrated software solution for wealth management firms

Features

Total

12

47

40

features in common

12

features in common

enVisual360's unique features

  • Archiving & Retention

  • Critical Date Alerts

  • Cross Ledger Posting

  • Risk Management

Sticky Advisor's unique features

  • Customizable Forms

  • Action Management

  • Historical Reporting

  • Reporting & Statistics

Allvue

5.0
(1)

Investment management software for private equity firms

Features

Total

16

117

40

features in common

16

features in common

Allvue's unique features

  • Order Management

  • Scheduled / Automated Reports

  • Forecasting

  • Billing & Invoicing

Sticky Advisor's unique features

  • Customizable Forms

  • Historical Reporting

  • Appointment Scheduling

  • Email Marketing

AdvisorEngine

5.0
(1)

Wealth management platform for investment companies

Features

Total

11

55

40

features in common

11

features in common

AdvisorEngine's unique features

  • Billing & Invoicing

  • Budgeting/Forecasting

  • Performance Management

  • Reporting/Analytics

Sticky Advisor's unique features

  • Customizable Forms

  • Automated Scheduling

  • Historical Reporting

  • User Management

Affinity

5.0
(1)

Relationship Intelligence, Reimagined

Features

Total

19

53

40

features in common

19

features in common

Affinity's unique features

  • Real Time Notifications

  • Call Tracking

  • Alerts/Notifications

  • Meeting Management

Sticky Advisor's unique features

  • Historical Reporting

  • Client Management

  • Appointment Scheduling

  • Influence Tracking

Centrex

5.0
(5)

Cloud-based CRM software for finance sector

Features

Total

9

50

40

features in common

9

features in common

Centrex's unique features

  • Customer Database

  • Dashboard

  • Investor Management

  • Reporting/Analytics

Sticky Advisor's unique features

  • Drag & Drop

  • Action Management

  • Historical Reporting

  • Data Import/Export

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

Features

Total

8

18

40

features in common

8

features in common

ProTracker Advantage's unique features

  • Reporting/Analytics

  • Lead Generation

  • Household Tracking

  • Email Management

Sticky Advisor's unique features

  • File Management

  • Document Management

  • Historical Reporting

  • Data Import/Export

Tier1

5.0
(3)

CRM software for capital markets & investment banking.

Features

Total

17

62

40

features in common

17

features in common

Tier1's unique features

  • Reporting/Analytics

  • Contact Database

  • Pipeline Management

  • Configurable Workflow

Sticky Advisor's unique features

  • Email Invitations & Reminders

  • Historical Reporting

  • Records Management

  • Client Portal

ConvergeHub

4.8
(24)

Sales, marketing, customer service & billing CRM for SMBs

Features

Total

18

64

40

features in common

18

features in common

ConvergeHub's unique features

  • Email Response Control

  • Customer Segmentation

  • Click Tracking

  • Performance Metrics

Sticky Advisor's unique features

  • Audit Management

  • Historical Reporting

  • Mobile Access

  • Appointment Scheduling

Starting from

$11/month

Value for money

4.7

0.1

4.8

What users say about ConvergeHub's value for money

Extremely fast, user friendly, easy to customize, great functionality, great support, great price.

NT

Nate T.

The reports are readily available and are extremely useful. The ability to add change fields along with the ease of adding documents to the library makes it great to use.

WS

Wendy S.

ClickPoint

4.6
(19)

Lead Management for Call Centers and Sales Teams

Features

Total

17

105

40

features in common

17

features in common

ClickPoint's unique features

  • Call Tracking

  • Manual Dialer

  • Lead Capture

  • Calendar/Reminder System

Sticky Advisor's unique features

  • Email Invitations & Reminders

  • Historical Reporting

  • Purchasing & Receiving

  • Records Management

Starting from

$65/month

Value for money

4.8
4.8

What users say about ClickPoint's value for money

The product itself is awesome, as it can do things most other software companies are still thinking of doing. The best part of the product is that it is secure and very easy to use.

SR

Steve R.

Support team is fantastic. The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly.

Talya L.

Contactually

4.3
(99)

Turn relationships into results

Features

Total

17

74

40

features in common

17

features in common

Contactually's unique features

  • Search/Filter

  • Territory Management

  • Customer Segmentation

  • Campaign Management

Sticky Advisor's unique features

  • Email Invitations & Reminders

  • Historical Reporting

  • Records Management

  • Client Portal

Starting from

$69/month

Value for money

3.6

1.2

4.8

What users say about Contactually's value for money

Great app - super useful in helping you both network with professional contacts and just keep in touch with friends you haven't spoken to in a while.

JY

Julia Y.

Great for managing contacts, follow up, etc., easily and in a 'game-ified' way. Fun and easy to use, and provides useful reminders, etc.

GF

Gordon F.

Unanet A/E

4.4
(70)

Project-based ERP for mid-to-large size AE firms

Features

Total

11

133

40

features in common

11

features in common

Unanet A/E's unique features

  • Publishing / Sharing

  • Gantt/Timeline View

  • Resource Management

  • Nonprofits

Sticky Advisor's unique features

  • Customizable Forms

  • Live Chat

  • Historical Reporting

  • User Management

Value for money

4.3

0.5

4.8

What users say about Unanet A/E's value for money

I am extremely happy with Clearview Infocus. They have been amazing in their customer service department and help when I need it with trouble shooting.

Lauren J.

Clearview Team is fantastic. Best project management/accounting decision we made when we converted to Infocus.

PT

Pat T.

User.com

4.7
(32)

The engine of growth. An all in one solution for user data.

Features

Total

20

193

40

features in common

20

features in common

User.com's unique features

  • Analytics/ROI Tracking

  • Content Management

  • Customizable CTAs

  • Confirmation/Reminders

Sticky Advisor's unique features

  • Historical Reporting

  • Client Management

  • Appointment Scheduling

  • Client Portal

Value for money

4.6

0.2

4.8

What users say about User.com's value for money

I can definitely recommend this to any sales/marketing/customer success teams - user.com is safe, gdpr compliant, affordable and easy to learn and to use.

Izabela H.

I really liked how fresh and inviting their design is. Their onboarding experience is very nice and set you up to start taking advantage of the platform rather quickly.

AR

Anonymous Reviewer

Doxim CRM+

4.5
(2)

Financial services CRM software

Features

Total

6

24

40

features in common

6

features in common

Doxim CRM+'s unique features

  • Assignment Management

  • Interaction Tracking

  • Performance Management

  • Pipeline Management

Sticky Advisor's unique features

  • Email Invitations & Reminders

  • Reporting & Statistics

  • Customizable Forms

  • Template Management

Backstop

4.3
(37)

Cloud-based investment management platform

Features

Total

16

72

40

features in common

16

features in common

Backstop's unique features

  • Profit/Loss Statement

  • API

  • For Real Estate

  • Sales Automation

Sticky Advisor's unique features

  • Customizable Forms

  • Historical Reporting

  • Records Management

  • Email Templates

Value for money

4.0

0.8

4.8

What users say about Backstop's value for money

With Backstop, we are able to track our investor relations work with ease. In addition, customer feedback is very important and the support team is extremely responsive and supportive.

AR

Anonymous Reviewer

The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants.

AR

Anonymous Reviewer

Cool Life CRM

4.4
(17)

360° marketing & relationship lifecycle management

Features

Total

16

68

40

features in common

16

features in common

Cool Life CRM's unique features

  • Inventory Management

  • Database Conversion

  • Data Migration

  • Campaign Management

Sticky Advisor's unique features

  • Customizable Forms

  • Historical Reporting

  • User Management

  • Client Management

Starting from

$195/month

Value for money

4.3

0.5

4.8

What users say about Cool Life CRM's value for money

By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm.

AS

Andrew S.

We have been able to improve our effectiveness and become more organized in our communication.

WM

Walker M.

AIM

4.8
(8)

Cloud-based private equity CRM solution for Salesforce

Features

Total

12

42

40

features in common

12

features in common

AIM's unique features

  • Account Alerts

  • Real Estate

  • Communication Management

  • Collaboration Tools

Sticky Advisor's unique features

  • Template Management

  • Mailing List Management

  • Historical Reporting

  • Purchasing & Receiving

DealCloud

4.5
(19)

Deals, relationship, and firm management software

Features

Total

15

69

40

features in common

15

features in common

DealCloud's unique features

  • Commission Management

  • Lead Nurturing

  • Compliance Tracking

  • Global Sourcing Management

Sticky Advisor's unique features

  • File Management

  • Historical Reporting

  • Purchasing & Receiving

  • Records Management

Value for money

4.2

0.6

4.8

What users say about DealCloud's value for money

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.

AR

Anonymous Reviewer

DealCloud has been an amazing addition to our company and we are so happy with our choice.

AR

Anonymous Reviewer

FLG

4.9
(39)

Customer relationship management & workflow automation tool