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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

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 

Screenshots View All

Screenshots View All

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 

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