Sticky Advisorstickypages
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Related Products
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About
Spot is the virtual hub for your organization– bringing the spirit and utility of being in the same physical office to a digital experience.
-Easily share multiple screens, stickies, images, and documents. It's as easy as dragging and dropping.
-Use an existing template or build from scratch. Everything is completely customizable from the floorplan to the furniture.
-Engineered and optimized specifically for a web experience. Anyone can join instantly with just a web browser.
-Meet in real-time and stay connected afterwards. All the accommodations of team chat and statuses built directly into the workplace.
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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
Remote teams that want a virtual hub and virtual workspace to replicate the physical office experience
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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
Free
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 InformationSpot
Founded: 2020
United States
www.spotvirtual.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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Digital Workplace Features
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
Remote Work Features
Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing
Virtual Event Platforms Features
Alerts/Notifications
Attendee Management
Customizable Branding
Event Management
File Sharing
Lead Capture
Live Audio/Video Chat
Live Text Chat
Mobile Access
Moderation
Pre-made Templates
Presentation Tools
Q&A
Reporting/Analytics
Social Media Promotion
Surveys/Polls
Virtual Booths
Virtual Lobby
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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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