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LeadCenter.AI description
LeadCenter.AI is a CRM system specifically designed for financial advisors in the USA. It uses AI to help you automate tasks like capturing leads from your website, scheduling appointments, and following up with potential clients. LeadCenter.AI offers tools for managing your sales pipeline, tracking your team's performance, and integrating with other software you might use. Its focus on financial advisors means it's tailored to the needs of that industry, providing features like commission management and compliance reporting. LeadCenter.AI aims to help you convert more leads into clients and ultimately grow your business.
Who is LeadCenter.AI best for
LeadCenter.AI is a CRM designed for financial advisors in the USA. It uses AI to automate tasks like lead capture, appointment scheduling, and client follow-up. It offers sales pipeline management, performance tracking, and software integrations. Focused on financial advisors, it provides features like commission management and compliance reporting.
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Best for small financial advisor firms in the USA.
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Specifically designed for financial advisors in the USA.
LeadCenter.AI features
Supported LeadCenter.ai automates tasks and processes, reducing manual effort. |
Supported LeadCenter.AI automates outreach and identifies potential customers, generating sales leads. |
Supported LeadCenter.AI integrates with various CRM and communication platforms like RedTail and offers automation via Zapier. |
Supported LeadCenter.ai offers automated reminders for tasks, appointments, and client reviews. |
LeadCenter.AI pricing
The commentary is based on 1 reviews from LeadCenter.AI G2 reviews.
LeadCenter.AI's pricing is not discussed in the available reviews. The reviews focus on the platform's features like customizable pipelines, reporting, automation, and event management integration, highlighting its value for marketing and financial advisors.
See the LeadCenter.AI pricing page.
Core features
Full featured sales & marketing core
Full customization to meet your organization needs
5,000 emails per month
1 local phone numbers, 100 local minutes, Outbound and inbound calls, Lead capturing, Attribution to campaigns
3 local phone numbers, 250 local minutes, Outbound and inbound calls, Lead capturing, Attribution to campaigns
6 local phone numbers, 500 local minutes, Outbound and inbound calls, Lead capturing, Attribution to campaigns
10 local phone numbers, 750 local minutes, Outbound and inbound calls, Lead capturing, Attribution to campaigns
1,000 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
2,500 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
6,500 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
20,000 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
50,000 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
100,000 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
250,000 included texts, 0.055 fee for each additional text, 1 free local phone number, 2-way texting, Mass texting, Message templates
Drag and drop landing page builder, Hosted at your own company domain, Forms builder to capture leads, Automatically capture leads in your CRM
LeadCenter.AI alternatives
Salesforce Sales CloudStreamlines sales, manages contacts, boosts productivity, closes deals.Read more
LeadCenter.AI FAQ
LeadCenter.AI is a CRM designed for financial advisors in the USA. It uses AI to automate tasks such as lead capture, appointment scheduling, and client follow-up. It helps manage sales pipelines, track team performance, and offers integrations with other software.
What is LeadCenter.AI and what does LeadCenter.AI do?
LeadCenter.AI is a CRM designed for financial advisors in the USA. It uses AI to automate tasks such as lead capture, appointment scheduling, and client follow-up. It helps manage sales pipelines, track team performance, and offers integrations with other software.
LeadCenter.AI integrates with various CRM and communication platforms, including Redtail. It also offers automation capabilities through Zapier, allowing connection to a wide range of other tools. This enhances its product integrations for improved workflow and lead management.
How does LeadCenter.AI integrate with other tools?
LeadCenter.AI integrates with various CRM and communication platforms, including Redtail. It also offers automation capabilities through Zapier, allowing connection to a wide range of other tools. This enhances its product integrations for improved workflow and lead management.
LeadCenter.AI competes with CRM systems designed for financial advisors, such as Wealthbox CRM and Hubly. Other alternatives for sales automation and client management include ClientPro AI and B2B Rocket.
What the main competitors of LeadCenter.AI?
LeadCenter.AI competes with CRM systems designed for financial advisors, such as Wealthbox CRM and Hubly. Other alternatives for sales automation and client management include ClientPro AI and B2B Rocket.
LeadCenter.AI appears legitimate, offering AI-powered sales automation specifically for financial advisors. G2 shows positive ratings, and the platform integrates with common financial advisor tools. However, limited user reviews are available.
Is LeadCenter.AI legit?
LeadCenter.AI appears legitimate, offering AI-powered sales automation specifically for financial advisors. G2 shows positive ratings, and the platform integrates with common financial advisor tools. However, limited user reviews are available.
LeadCenter.AI pricing starts at $25/month for the Light plan. Core platform options range from $39 to $69 monthly. Email marketing is $12/month. Texting, calling, and landing page builder licenses are also available with pricing dependent on usage. Custom enterprise pricing is available for organizations.
How much does LeadCenter.AI cost?
LeadCenter.AI pricing starts at $25/month for the Light plan. Core platform options range from $39 to $69 monthly. Email marketing is $12/month. Texting, calling, and landing page builder licenses are also available with pricing dependent on usage. Custom enterprise pricing is available for organizations.
There are no customer service reviews available for LeadCenter.AI yet. Therefore, I cannot determine the quality of their customer service.
Is LeadCenter.AI customer service good?
There are no customer service reviews available for LeadCenter.AI yet. Therefore, I cannot determine the quality of their customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.