Sticky Advisor Features List

Sticky Advisor

CRM for financial advisors in Canada

4.4/5 (5 reviews)

Sticky Advisor Feature Summary

  • Influence tracking
  • Relationship tracking
  • Calendar management
  • Mobile
  • Files & documents
  • Messaging
  • History
  • 1-click follow-up
  • Client login
  • Active list
  • Client records
  • Reminders
  • Sync lists with Google Tasks
  • Reports
  • Sync with Google Contacts
  • Manage groups & referrals
  • Client meeting requests
  • Drag & drop file uploading
  • Drag & drop events to the calendar
  • Sync with Google Calendar
  • Multiple calendar views
  • Auto generated follow-up lists
  • Send birthday/anniversary cards
  • Custom forms
  • Receive responses from clients
  • Pre-populated form filling
  • Messaging templates
  • History tracking
  • Changes tracking
  • Multiple user login
  • Import / export

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Competitor Feature Comparison

Sticky Advisor Feature Reviews

4 reviewers had the following to say about Sticky Advisor's features:

Caitlin Buchko

Easy to get started

2018-02-17

Pros

Straight forward. Importing muni database was super easy.

Cons

Options tabs are repetitive. My activities don't disappear after I've completed them.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from stickypages


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.

Read more
Terry Giesbrecht

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

2018-02-14

Pros

The categories feature can be used to segment clients and groups.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from stickypages


Thank you Terry for your review.

Training will always be improve upon. We will do our best to improve training as our product evolves!

Read more
Anonymous
A verified reviewer

It is satisfactory experience till date

2018-02-17

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from stickypages


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.

Read more
Stewart Hobden

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

2018-02-17

Pros

The most feature-packed customer relationship marketing program for any advisor whether one is starting out or well-established practitioner.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from stickypages


Thank you Stewart for your feedback!
Much appreciated!

We will look to improve our documentation on the Gmail Sync feature!

Read more