MyCRMDashboard Mortgage CRM vs Sticky Advisor

Starting Price

$29.99/month/user

Not provided by vendor

Best For

Mortgage lenders, banks and credit unions looking for a turnkey mortgage lead generating CRM with automated marketing.

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


4.3 / 5
(44)
Read All Reviews

4.3 / 5
(6)
Read All Reviews

Ideal number of Users

2 - 1000+

1 - 9

Ease of Use


4.4 / 5


  • "Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients."

  • "Very beneficial , very easy to use, easy to navigate."


4.5 / 5


Customer Support


4.6 / 5



4.8 / 5


Features & Functionality


4.2 / 5



3.8 / 5


Value for Money


4.3 / 5



4.8 / 5


Product Features

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

View 5 screenshots 149940 thumb
View 5 screenshots 99836 thumb

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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MyCRMDashboard Mortgage CRM vs Sticky Advisor

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share Share Your Comparison of Sticky Advisor vs MyCRMDashboard Mortgage CRM