Sticky Advisor Pricing Plan & Cost Guide

Sticky Advisor

CRM for financial advisors in Canada

4.33/5 (6 reviews)

Sticky Advisor Pricing

Pricing model: Free, Subscription

Free Trial: Available

$29/month (CDN)

Optional $5/month for an assistant, $0.01 per credit.

Competitors Pricing

ZenMaid

Starting from: 49.00/month
Pricing model: Free, Subscription
Free Trial: Available

WinFDS

Starting from: 15000.00

Claimable

Starting from: 59.00/month
Pricing model: Subscription
Free Trial: Available

Neon CRM

Starting from: 99.00/month
Pricing model: Subscription
Free Trial: Available

Sticky Advisor Pricing Reviews

3 reviewers had the following to say about Sticky Advisor's pricing:

Andrew M.

Great Features, great CRM, great price

Used weekly for 1-2 years
Reviewed 2018-11-15
Review Source: Capterra

It's pretty intuitive. I'm sure there's lots more to learn if I wanted too. Another major provider had the audacity to require $400 as a training program to learn how to use their program. Also, if I've ever had an issue, the Sticky Advisor team had it fixed in less than a day.

Pros
Being able to save all of my client data in one place and find it with ease. Also for the price, the software does everything and more than the other guys.

Cons
Lost the birthdates of my clients when merging in my contacts from Excel.

Response from stickypages


Thank you Andrew for the kinds words! If you have any issues importing again, let us know and we will make it right!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Risa A.

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

Used daily for 1-2 years
Reviewed 2018-02-17
Review Source: Capterra

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

Response from stickypages


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Stewart H.

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

Used weekly for 6-12 months
Reviewed 2018-02-17
Review Source: Capterra

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

Response from stickypages


Thank you Stewart for your feedback!
Much appreciated!

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

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