Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer...

Platforms Supported

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

Support Options

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

Starting from

US$79,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,1 /5
(1 081)
Ease of Use
3,5/5
Features & Functionality
4,1/5
Customer Service
4,1/5
Value for Money
3,8/5

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 136

  • A/B Testing
  • ACH Payment Processing
  • API
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Responders
  • Automated Scheduling
  • Batch Processing
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Click Tracking
  • Client Management
  • Client Portal
  • Collections Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Demographic Data
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • File Management
  • Form Builder
  • Historical Reporting
  • Image Library
  • Influence Tracking
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Projections
  • Promotions Management
  • Prospecting Tools
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Reference Usage Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Responsive
  • Routing
  • Sales Automation
  • Sales Forecasting
  • Sales Management
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shopping Cart
  • Social Marketing
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Transaction History
  • User Management
  • Visitor Management
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Widgets
  • Workflow Management
  • XML / RSS

Total features 40

  • A/B Testing
  • ACH Payment Processing
  • API
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Responders
  • Automated Scheduling
  • Batch Processing
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Click Tracking
  • Client Management
  • Client Portal
  • Collections Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Demographic Data
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • File Management
  • Form Builder
  • Historical Reporting
  • Image Library
  • Influence Tracking
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Projections
  • Promotions Management
  • Prospecting Tools
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Reference Usage Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Responsive
  • Routing
  • Sales Automation
  • Sales Forecasting
  • Sales Management
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shopping Cart
  • Social Marketing
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Transaction History
  • User Management
  • Visitor Management
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Widgets
  • Workflow Management
  • XML / RSS
  • 3dcart
  • 40Nuggets
  • Arborgold
  • Automate.io
  • Bedrock Data
  • Bigcommerce
  • BirdEye
  • Booker
  • Call Loop
  • ClicData
  • Cyfe
  • Dropbox Business
  • Eventbrite
  • Facebook
  • FuseDesk
  • Gmail
  • GoToWebinar
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Help Scout
  • Higher Logic
  • Interact
  • Justuno
  • LeadDyno
  • LeadsBridge
  • LinkTrust
  • LiveChat
  • MOBIT
  • Magento Commerce
  • Mailchimp
  • Microsoft Outlook
  • Mobiniti
  • OptinMonster
  • Picreel
  • PieSync
  • Pipedrive
  • Privy
  • QuickBooks Online Advanced
  • QuickTapSurvey
  • Quickbooks Online
  • RESULTS.com
  • Salesforce Sales Cloud
  • ScheduleOnce
  • SetMore
  • Shopify
  • Slack
  • Slemma
  • Speak2Leads
  • Sync2CRM
  • TenFold
  • Trello
  • Twilio Voice
  • Typeform
  • WebMerge
  • Webgility
  • Wisepops
  • WooCommerce
  • Workato
  • Wufoo
  • Xero
  • Zapier
  • Zen Cart
  • Zendesk
  • Zoom Meetings & Chat
  • 3dcart
  • 40Nuggets
  • Arborgold
  • Automate.io
  • Bedrock Data
  • Bigcommerce
  • BirdEye
  • Booker
  • Call Loop
  • ClicData
  • Cyfe
  • Dropbox Business
  • Eventbrite
  • Facebook
  • FuseDesk
  • Gmail
  • GoToWebinar
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Help Scout
  • Higher Logic
  • Interact
  • Justuno
  • LeadDyno
  • LeadsBridge
  • LinkTrust
  • LiveChat
  • MOBIT
  • Magento Commerce
  • Mailchimp
  • Microsoft Outlook
  • Mobiniti
  • OptinMonster
  • Picreel
  • PieSync
  • Pipedrive
  • Privy
  • QuickBooks Online Advanced
  • QuickTapSurvey
  • Quickbooks Online
  • RESULTS.com
  • Salesforce Sales Cloud
  • ScheduleOnce
  • SetMore
  • Shopify
  • Slack
  • Slemma
  • Speak2Leads
  • Sync2CRM
  • TenFold
  • Trello
  • Twilio Voice
  • Typeform
  • WebMerge
  • Webgility
  • Wisepops
  • WooCommerce
  • Workato
  • Wufoo
  • Xero
  • Zapier
  • Zen Cart
  • Zendesk
  • Zoom Meetings & Chat