Sticky Advisor

Sticky Advisor

stickypages
+
+

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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.

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!

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

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

Audience

Agencies and resellers that need a subscription management solution for their clients

Audience

Financial CRM solution for financial institutions

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AppBind
Founded: 2018
United States
appbind.com

Company Information

stickypages
Founded: 2008
Canada
stickyadvisor.com

Alternatives

Alternatives

Notezilla

Notezilla

Conceptworld Corporation

Categories

Categories

Financial CRM Supported

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

Integrations

Google Calendar Not Supported
Google Contacts Not Supported

Integrations

Google Calendar Supported
Google Contacts Supported
Claim AppBind and update features and information
Claim AppBind and update features and information
Claim Sticky Advisor and update features and information
Claim Sticky Advisor and update features and information