Sticky Advisorstickypages
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Related Products
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About
Buy and manage subscriptions on behalf of clients. AppBind creates credit cards that automatically expenses your clients when you buy SaaS, ads and digital assets on their behalf. Why wait for clients? Buy subscriptions when you need them. You know what you need. Buy the tools to help your clients. Add your management fees for any service you sell through AppBind. Guarantee lead registrations when you sign up on behalf of clients. Never risk handling client credit cards again. Securely make purchases with credit cards you can control. Every charge flows into your AppBind account to be tracked, expensed, and billed how you want it. No more confusion from looking at credit card statements. AppBind tracks each subscription expense individually by client. Track, turn off and even transfer subscriptions to the client. Never lose track of a subscription from an old client.
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About
Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more. We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today!
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Agencies and resellers that need a subscription management solution for their clients
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Audience
Financial CRM solution for financial institutions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAppBind
Founded: 2018
United States
appbind.com
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Company Informationstickypages
Founded: 2008
Canada
stickyadvisor.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Google Calendar
Google Contacts
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