Doxim CRM vs Sticky Advisor

Starting Price

Not provided by vendor Not provided by vendor

Best For

Doxim CRM is targeted at North American Banks, Community Banks and Credit Unions with total assets ranging from $100 million to $50 billion.

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!

Rating


4.5 / 5
(2)


4.5 / 5
(6)

Ideal number of Users

2 - 1000+

1 - 9

Ease of Use


4.5 / 5

4.5 / 5

Customer Support


4.5 / 5

5 / 5

Features & Functionality


4 / 5

Value for Money


5 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • close Expense Tracking
  • check Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Doxim CRM vs Sticky Advisor

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