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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 FAQs

Q. What type of pricing plans does Sticky Advisor offer?

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

These products have better value for money


Q. Who are the typical users of Sticky Advisor?

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


Q. What languages does Sticky Advisor support?

Sticky Advisor supports the following languages:
English


Q. Does Sticky Advisor offer an API?

No, Sticky Advisor does not have an API available.


Q. What other apps does Sticky Advisor integrate with?

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


Q. What level of support does Sticky Advisor offer?

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

Sticky Advisor product overview

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
    Webinars
    Live Online

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    Sticky Advisor pricing information

    Value for money

    4.7

    /5

    7

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    Sticky Advisor features

    Functionality

    3.9

    /5

    7

    Total features

    17

    1 categories

    Most valued features by users

    Reporting & Statistics
    Activity Dashboard
    Data Import/Export
    Document Management
    Mobile Access
    Activity Tracking
    Calendar Management
    Calendar Sync

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    Sticky Advisor users reviews

    Overall Rating

    4.3

    /5

    7

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.5/10
    Rating distribution

    5

    4

    3

    2

    1

    2

    5

    0

    0

    0

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