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
IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection.
Call 312-957-8979
API Access
Has API
No
API Access
Has API
Yes
Integrations
ACH Payments
No
Calendar
No
Client Portal
No
FaxLogic
No
Google Calendar
Yes
Google Contacts
Yes
eSigns
No
Integrations
ACH Payments
Yes
Calendar
Yes
Client Portal
Yes
FaxLogic
Yes
Google Calendar
No
Google Contacts
No
eSigns
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
$89 per month
Call 312-957-8979
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
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
stickypages
Founded
2008
Country
Canada
Website
stickyadvisor.com
Vendor Details
Company Name
Logics CRM
Founded
2008
Country
United States
Website
www.irslogics.com
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
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
No
Team Assignments
Yes
Territory Management
No