DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance,...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,5 /5
(19)
Ease of Use
4,2/5
Features & Functionality
4,2/5
Customer Service
4,4/5
Value for Money
4,2/5

Overall rating

4,3 /5
(6)
Ease of Use
4,5/5
Features & Functionality
3,8/5
Customer Service
4,8/5
Value for Money
4,8/5

Total features 69

  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Responders
  • Automated Scheduling
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Control
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cash Management
  • Categorisation/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Compliance Tracking
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Management
  • Customizable Categories
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • File Management
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Global Sourcing Management
  • Graphical Data Presentation
  • Historical Reporting
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Multi-Company
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Project Accounting
  • Project Management
  • Purchasing & Receiving
  • Real Estate
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Source Tracking
  • Spend Management
  • Strategic Planning
  • Supplier Management
  • Supplier Qualification
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • User Management

Total features 40

  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Responders
  • Automated Scheduling
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Control
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cash Management
  • Categorisation/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Compliance Tracking
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Management
  • Customizable Categories
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • File Management
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Global Sourcing Management
  • Graphical Data Presentation
  • Historical Reporting
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Multi-Company
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Project Accounting
  • Project Management
  • Purchasing & Receiving
  • Real Estate
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Source Tracking
  • Spend Management
  • Strategic Planning
  • Supplier Management
  • Supplier Qualification
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • User Management
  • Cvent Event Management
  • Google Calendar
  • Google Contacts
  • NetSuite
  • Tableau
  • Taiga
  • Cvent Event Management
  • Google Calendar
  • Google Contacts
  • NetSuite
  • Tableau
  • Taiga