Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
  • 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
  • FAQs/Forum
  • Phone Support
  • Chat

Starting from

US$29,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4 /5
(276)
Ease of Use
3,7/5
Features & Functionality
3,8/5
Customer Service
3,9/5
Value for Money
3,7/5

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 62

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Audit Trail
  • Auto-Responders
  • Automated Scheduling
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Contact Database
  • Contact Management
  • Conversion Tracking
  • Customer Database
  • Customer Segmentation
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • File Management
  • Forecasting
  • Forms Management
  • Goal Setting / Tracking
  • Historical Reporting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Knowledge Base Management
  • Lead Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Marketing
  • Pipeline Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • User Management
  • Web Forms
  • Workflow Management

Total features 40

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Audit Trail
  • Auto-Responders
  • Automated Scheduling
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Contact Database
  • Contact Management
  • Conversion Tracking
  • Customer Database
  • Customer Segmentation
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • File Management
  • Forecasting
  • Forms Management
  • Goal Setting / Tracking
  • Historical Reporting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Knowledge Base Management
  • Lead Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Marketing
  • Pipeline Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • User Management
  • Web Forms
  • Workflow Management
  • Constant Contact
  • Contacts+
  • Eventbrite
  • Gmail
  • Google Calendar
  • Google Contacts
  • HubSpot CRM
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Constant Contact
  • Contacts+
  • Eventbrite
  • Gmail
  • Google Calendar
  • Google Contacts
  • HubSpot CRM
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook