Sticky Advisor

CRM for financial advisors in Canada
(6 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support

Pricing

Pricing

Starting From

Starting From

US$29,00/month
Free Free
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Action Item Tracking Action Item Tracking
Action Management Action Management
Activity Dashboard Activity Dashboard
Activity Management Activity Management
Activity Tracking Activity Tracking
Auditing Auditing
Auto-Responders Auto-Responders
Automated Scheduling Automated Scheduling
Calendar Management Calendar Management
Calendar Sync with Google Calendar Sync with Google
Client Management Client Management
Client Portal Client Portal
Custom Forms Custom Forms
Customizable Templates Customizable Templates
Data Import/Export Data Import/Export
Document Management Document Management
Document Storage Document Storage
Document Templates Document Templates
Drag & Drop Interface Drag & Drop Interface
Email Invitations & Reminders Email Invitations & Reminders
Email Marketing Management Email Marketing Management
Email Templates Email Templates
File Management File Management
Follow-up Scheduling Follow-up Scheduling
History Tracking History Tracking
Instant Messaging Instant Messaging
Mailing List Management Mailing List Management
Mobile Integration Mobile Integration
Receiving Receiving
Records Management Records Management
Reminders Reminders
Reporting & Statistics Reporting & Statistics
Task Management Task Management
Template Management Template Management
User Management User Management

Integrations

Integrations

Google Calendar Google Calendar
Google Contacts Google Contacts

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