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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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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
Not Supported
Asset Management
Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Not Supported
Territory Management
Not Supported
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Integrations
Google Calendar
Not Supported
Google Contacts
Not Supported
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