Pricing model: Free, Subscription
Free Trial: Available
Optional $5/month for an assistant, $0.01 per credit.
3 reviewers had the following to say about Sticky Advisor's pricing:
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.
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.
Lost the birthdates of my clients when merging in my contacts from Excel.
Thank you Andrew for the kinds words! If you have any issues importing again, let us know and we will make it right!
Likelihood to recommend: 9/10
Cost is amazing compared to others on the market and the customer service is amazing, they are quick, friendly and so helpful!
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
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.
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!
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
Thank you Stewart for your feedback!
We will look to improve our documentation on the Gmail Sync feature!