Stickynote | Agent CRM

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About this app

Stickynote’s Key features:

Online Cloud Data Backup
+ Automatic Backup of your Customer’s information and retrieve it anywhere, anytime when you reinstall the Stickynote Agents app.
+ Your data is stored on extremely secure Amazon cloud servers.

+ Manage your customers and organize all related activities.
+ Add notes for your reference and keep track of each and every customer.
+ Greet your Customers with Advance and Belated birthday greetings.
+ Pre-defined templates to share with your Customers on Festivals or Special occasions.

+ Know your Policy Insights at a Glance.
+ Graphical Charts that show all of your Policies by category.
+ Updated FUP of servicings policies.

★ Paid/Unpaid Policies:
+ Keep Track on the list of policyholders' paid and unpaid premiums for the last six months.

★ Lapsed / Revival:
+ Lapsed Policy List with Revival Quotation.
+ Bounce back with the things you lost in Lapsed by reviving it.

Premium Dues/ SB
+ Premium Due List includes Basic Premium, Late fee + GST , No of Dues , etc.
+ Download or Share Premium Due List in PDF Format.

★ Survival Benefits:
+ Get the past, present & future survival benefits of your policy holders & share with them.

Performance Tracking
+ Monitor your performance according to the calendar or financial year, and boost the business graph.
+ Check out your premium total for the entire year.

SMS Shooter
+ Reach multiple clients with your personalized SMS in a single shot.

Our Website:



You can reach us through:
Call or Whatsapp: +91 9884545591 (or) Email:
Updated on
Sep 20, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, Messages, and App activity
This app may collect these data types
Location, Personal info and 6 others
Data is encrypted in transit
You can request that data be deleted

What's new

Version 10.6.2.
Enhancements :
+ Introduced Graphical chart for Club Membership.

Bug Fixture
+ Fixed Policy count mismatching issue.
+ Performance improvements.

App support