LeadCenter.AI
All-in-one CRM for financial advisors automating marketing, sales, and operations.
LeadCenter.AI is an AI-powered CRM platform for financial advisors that brings marketing, sales, operations, and reporting into a single system. It addresses the need to manage leads, pipelines, calendars, events, production, and commissions without relying on separate tools, and it supports connections with Redtail, Wealthbox, and Salesforce.
The platform includes AI agents, workflow automation, lead capture, seminar and event management, public scheduling, financial questionnaires, document storage, and reporting. Integrations cover calendars, custodians such as Orion, event and marketing services, telephony, lead enrichment, Zapier, WordPress, Zoom, DocuSign, Facebook Lead Ads, and Microsoft Teams. AI features include email and text template building, note taking, meeting assistance, sales agents, report analysis, compliance checks, call transcription, and automated call summaries. Mobile apps are available for iOS and Android.
LeadCenter.AI is aimed at financial advisors and advisory firms. It offers a free trial, free onboarding and data migration from other CRMs, and a Professional CRM edition priced per user per month, with an Enterprise edition for custom requirements. Email marketing, call tracking and phone, text messaging, and landing page and form builder are available as separate licenses or add-ons, with usage-based tiers for email volume and phone minutes.
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