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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Your CRM is an integral component of your business. Sticky Advisor allows you to share the entire picture with your clients. Our cloud-based software allows you to keep track of client communications, track client communications and manage your calendar. You can also create forms and surveys, organize documents for clients, set up automated messages and more. Sticky Advisor is backed by our company. We offer a free trial of the product. Sticky Advisor is yours for 30 days. If you don't love it, cancel your subscription. No hidden fees, no setup costs, no credit card required. Sticky Advisor is a network of financial professionals across the country. Sign up today to make your life easier!

Description

We are committed to ensuring that all our customers enjoy a successful experience with our offerings. To facilitate this, we have launched a new program called “Get started” with DPO Advisor. We warmly invite all our clients to join us for a "Get started" online meeting, where we will focus on how to effectively utilize DPO Advisor and take the first steps in using the system. These sessions will take place on the last Thursday of every month from 10 to 11 AM. While the meetings are primarily designed for new users or those who have yet to fully engage with DPO Advisor, everyone is welcome to attend and benefit from the discussion. Our goal is to reduce administrative hurdles and optimize human resources so that time and energy can be directed toward actions that foster progress and tangible results. We achieve this by developing intuitive software solutions that eliminate the need for cumbersome spreadsheets and lengthy forms, ensuring that legal language is accessible. Through DPO Advisor and similar products, we empower users to easily and clearly attain the security they need. Ultimately, we believe that by simplifying processes, we can enhance user satisfaction and drive meaningful outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Google Contacts Yes 

Integrations

Google Calendar No 
Google Contacts No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

stickypages

Founded

2008

Country

Canada

Website

stickyadvisor.com

Vendor Details

Company Name

LegalTech Denmark

Founded

2017

Country

Denmark

Website

www.legaltechdenmark.com/whistle-advisor/

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Product Features

Complaint Management

Case Management No 
Complaint Classification No 
Corrective Actions (CAPA) No 
Customer Complaint Tracking No 
Feedback Management No 
Forms Management No 
Issue Tracking No 
Quality Assurance Management No 
Routing No 
Self Service Portal No 
Social Media Monitoring No 
Survey Management No 

Whistleblowing

Access Controls / Permissions No 
Automated Routing No 
Compliance Management No 
Customizable Branding No 
Multi-Language Support No 
Real-Time Chat No 
Reporting / Analytics No 
Workflow / Process Automation No 

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