Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Zoom has seamlessly integrated its platform with Zoom Whiteboard, providing users with an innovative tool that significantly enhances collaborative efforts. Within Zoom Meetings, participants can create or share real-time whiteboards, allowing for varied access levels based on the type of meeting being conducted. Elevate your workshops by leveraging the full array of Zoom’s features to foster collaboration in novel ways. Team members can engage with whiteboards both during meetings and externally, enabling efficient brainstorming through the use of smart connectors, sticky notes, and comments. Information can be organized in real-time with sticky notes, promoting clarity and structure during discussions. Sharing whiteboards with fellow Zoom users is a breeze using the share sheet, ensuring everyone stays connected. Users can access their Zoom Whiteboards at any time, whether in or out of a meeting, as they are saved automatically for convenience. Additionally, collaboration is possible across various devices, including the Zoom client for desktop, web browser, or Zoom Room for Touch, making it easier than ever to work together effectively. The integration of these tools revolutionizes the way teams collaborate, promoting creativity and productivity in both virtual and hybrid environments.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
Yes
Google Contacts
Yes
Zoom
No
Zoom Docs
No
Zoom Rooms
No
Zoom Team Chat
No
Zoom Workplace
No
Integrations
Google Calendar
No
Google Contacts
No
Zoom
Yes
Zoom Docs
Yes
Zoom Rooms
Yes
Zoom Team Chat
Yes
Zoom Workplace
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Yes
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
Zoom Communications
Founded
2011
Country
United States
Website
explore.zoom.us/en/products/online-whiteboard/
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