Wer nutzt diese Software?

We love to serve advisors in Canada. Currently our services are great for people getting into the business or who have been using a CRM their entire life. We provide excellent service to help you!

Durchschnittliche Bewertung

6 Bewertungen
  • Gesamt 4.3 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 3.8 / 5
  • Preis-Leistungs-Verhältnis 4.8 / 5

Produktdetails

  • Kostenlose Version Ja
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Online

Angaben zum Hersteller

  • stickypages
  • http://stickyadvisor.com
  • Gegründet 2008

Über Sticky Advisor

We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today!

Sticky Advisor Funktionen

  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung

Die hilfreichsten Reviews für Sticky Advisor

It's so much more than a CRM... it's a personal assistant!

Bewertet am 14.2.2018
Terry G.
Owner
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Sticky Advisor has features that most CRM packages dont have. Internal messaging services, the ability to save documents and files specific to each client, marketing assistance and handy places to keep your selling codes and supplier codes. The categories feature can be used to segment clients and groups. Works great on my phone, computer and tablet too!

Nachteile: It wasn't available sooner! More training to help with understanding how to use all the features in the day to day work flow.

Antwort des Softwareanbieters

von stickypages an 20.2.2018

Thank you Terry for your review.

Training will always be improve upon. We will do our best to improve training as our product evolves!

Amazing! The program is always adding new and useful features!

Bewertet am 17.2.2018
Risa A.
Financial Advisor
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: Cost is amazing compared to others on the market and the customer service is amazing, they are quick, friendly and so helpful!

Nachteile: Needs better guide when starting to use the program to get the most out of it right away. I would like a better tour or a manual

Antwort des Softwareanbieters

von stickypages an 20.2.2018

Thank you Risa for your review! We appreciate all your feedback!

We understand our help guide isn't amazing. Although we took large steps on improving it this year, we will continue to improve it with our "scenario videos" in the future.

As always, if you have any other questions regarding the product, please use the feedback button when you are logged in to Sticky Advisor.

Addresses the financial advisor current and future requirements for a cost-effective tailor-made crm

Bewertet am 17.2.2018
Stewart H.
Presdient
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: The most feature-packed customer relationship marketing program for any advisor whether one is starting out or well-established practitioner. Dollar for dollar, feature for feature, sticky advisor can not be matched. Very little customization is needed to tailor to the likes of any advisor. Support and his team is simply legendary, to say the least. I have seen and experienced many of the crms in the marketplace attempt to address the unique CRM demands of a financial advisor, sticky advisor simply hit it out of the park, bar none!

Nachteile: Gmail sync is not fully explained.
Credits for sending email (not thrilled of paying in tokens that Gmail would address with no cost )
Challenge of separating notes (ie. Corporation - separate, husband - sperate, wife - independent from one business or family record

Antwort des Softwareanbieters

von stickypages an 20.2.2018

Thank you Stewart for your feedback!
Much appreciated!

We will look to improve our documentation on the Gmail Sync feature!

Easy to get started

Bewertet am 17.2.2018
Caitlin B.
Financial advisor
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: Integrated email. Activities options. Straight forward. Importing muni database was super easy. The reminders make sure no one is missed.

Nachteile: I think the website could be prettier. Options tabs are repetitive. My activities don't disappear after I've completed them. No option to search contact by name. When I hit contacts it automatically lists recent instead of all of my contacts.

Antwort des Softwareanbieters

von stickypages an 20.2.2018

Hi Caitlin,

Thank you so much for your review!
The cons you mentioned,
- Regarding no ability to search contact by name?
--> You can search for contacts using the search box on the top right where it says, "search". You would be able to search for a name here.

- When you hit contacts it automatically lists recent.
--> I would love to understand a bit more about this and your process. Are you able to explain in detail? This will help us improve our product!

When you are logged into Sticky Advisor, you can use the 'feedback' button to notify us about any of these issues you face.

Look forward to hearing from you.

Great Features, great CRM, great price

Bewertet am 15.11.2018
Andrew M.
Financial Advisor
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It's pretty intuitive. I'm sure there's lots more to learn if I wanted too. Another major provider had the audacity to require $400 as a training program to learn how to use their program.
Also, if I've ever had an issue, the Sticky Advisor team had it fixed in less than a day.

Vorteile: Being able to save all of my client data in one place and find it with ease. Also for the price, the software does everything and more than the other guys.

Nachteile: Lost the birthdates of my clients when merging in my contacts from Excel.

Antwort des Softwareanbieters

von stickypages an 20.11.2018

Thank you Andrew for the kinds words! If you have any issues importing again, let us know and we will make it right!

Lies weitere Bewertungen