Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A multichannel platform, Close lets you email, call, and text your leads from desktop. With productivity tools like the task reminders and the Power Dialer, you’ll reach more leads, follow up more often, and close more.
Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A multichannel platform, Close lets you email, call, and text your...

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$35,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,7 /5
(135)
Ease of Use
4,6/5
Features & Functionality
4,4/5
Customer Service
4,6/5
Value for Money
4,4/5

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 81

  • API
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Batch Processing
  • Bulk Send
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Call Recording
  • Call Reporting
  • Call Tracking
  • Call Transfer
  • Campaign Management
  • Campaign Personalization
  • Channel Management
  • Client Management
  • Client Portal
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Logs
  • File Management
  • Forecasting
  • Full Text Search
  • Historical Reporting
  • Inbox Management
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Progress Tracking
  • Purchasing & Receiving
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Status Tracking
  • Target Account Identification
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • User Management
  • Video Call Recording
  • Visual Analytics
  • Voice Mail
  • Web-based Deployment
  • Workflow Management

Total features 40

  • API
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Batch Processing
  • Bulk Send
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Call Recording
  • Call Reporting
  • Call Tracking
  • Call Transfer
  • Campaign Management
  • Campaign Personalization
  • Channel Management
  • Client Management
  • Client Portal
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Logs
  • File Management
  • Forecasting
  • Full Text Search
  • Historical Reporting
  • Inbox Management
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Progress Tracking
  • Purchasing & Receiving
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Status Tracking
  • Target Account Identification
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • User Management
  • Video Call Recording
  • Visual Analytics
  • Voice Mail
  • Web-based Deployment
  • Workflow Management
  • Drift
  • Gong.io
  • Google Calendar
  • Google Contacts
  • Help Scout
  • HubSpot Marketing Hub
  • Intercom
  • Mailchimp
  • PandaDoc
  • Slack
  • Drift
  • Gong.io
  • Google Calendar
  • Google Contacts
  • Help Scout
  • HubSpot Marketing Hub
  • Intercom
  • Mailchimp
  • PandaDoc
  • Slack