Audience
Financial CRM solution for financial institutions
About Sticky Advisor
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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Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
stickypages
Founded: 2008
Canada
stickyadvisor.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Sticky Advisor Frequently Asked Questions
Sticky Advisor Product Features
Financial CRM
Asset Management
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Account Alerts
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Team Assignments
Not Supported
Territory Management
Not Supported
