Sticky.io

The notes that are the primary part of any CRM should have a predetermined template so that the representative's work is much faster and more effective

• Integration is tricky but the training and support helps quite a bit
• The Product, category, campaign setup can be a little confusing

• Note taking can be a hassle, when writing notes there is not a seperate tab, or dedicated area which allows for multiple users to leave notes for future users, or administators to reference regarding actions made to the account, users must search per line item to view notes, or go to a different view to see all notes which is still per line item as you toggle through the notes
• If the client has been with the product for several months or years it is a lot of notes you have to reference through which hurts productivity and creates longer calls
• A huge con is when you are cancelling out a user account, or if you are changing a recurring date if the user clicks the back button after the tasks completes refreshing the webpage to reflect the new dates, the new changes will go undone and revert back to the original data as if no changes were made resulting in user error, and the client is continued to be billed, no discounts if any applied will unapply
• The CRM needs to fix this to prompt "Do you want to undo discount/date change/cancellation
• " if the back button is clicked to eliminate user error based on the software limitaitons
• Features which can be customized to automatically preform after actions are done on an account need a function to allow for agents to resend emails if the user did not get them
• If automatic emails go to users cancelling and they did not get it you have to restart the product then cancel is again to have another automatic email sent to client/customer or manually send an email
• For refunds, if the automatic email did not go out you have to manually send out the email which is time consuming allocating to another agent or for the current agent
• There is a need for an upgrade which allows after an automatic email has been sent a button will appear which says "resend cancellation" "resend refund" this should also be true if the user inputted the email wrong and it was only noticed by agent after the automatic email was sent and the agent needs to update the email for the client/customer to be able to receive the email at the correct addr
• The ability to merge duplicate accounts with all the same information except email or credit card number, sometimes accounts get oversight because the user made two accounts and put the wrong email on one and you have to note the account because you can't merge the two accounts
• Note deletion if you accidently copy and cute a note in the wrong account you can't go back and delete it or edit it
• If a feature was available to edit the note that would be valuable even if it kept the original note information and shows the edit
• Sometimes it can experience billing glitches
• Program needs a command feature if "product a" is cancelled auto cancel "product b" so it doesn't continue to bill to help eliminate human error, where the product being sold requires product A to have product B, and without product A then B can no longer continue to bill

• User interface is developer friendly but could use some updates to become everyday user friendly
• Some of my team members that are not on the dev side have made comments about this

• It is really hard to understand the pre-built reports
• There is inconsistency in the use of terms
• Sometimes they include or exclude data from a calculation that does not really make sence
• Usually, you are flying blind and have no way of knowing how they are calculating or whipping up a report
• My company is mainly subscription service, we offer custom bundles - the more you bundle the lower the price per item
• I am not a developer but I do have a bit of understanding that we are bending sticky
• io (limelight) to do something we want rather than what it was designed to do
• We started out using sticky
• io in this way and unfortunately, we have minimal insight into the child products sold within the custom bundles
• Without the insights, it is really hard for us to make a decision of changing how we sell our subscriptions
• We can't really see what is going on with these specific products that make up the majority of our subscriptions

• It's a poorer product than any alternative
• Its design (UI and UX), engineering, and APIs are all mediocre at best
• When considering picking Sticky
• io as a partner, look discerningly at their product, their brand, and their new hosted checkout product, and ask yourself: "Will they ever wake up one morning and be a world-class product with a world-class brand
• "

• It's not self intuitive
• It's hard to figure out features on your own

• It's very difficult to look at billing history and see what charges are associated with a particular product the customer has purchased
• It's so bad in fact that we chose to integrate instead of use your web interface to fix this issue
• Happy to give you a demo of what it should look like in our opinion

• I think when it logs me out after a few minutes of not using it
• It delays the process but I understand why the reason
• Maybe extend it to a longer period of time than just after 30 mins I guess

• The software is very expensive compared to other billing softwares