AI-Powered CRM For Financial Advisors

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

Lead Tracking From All Sources


AI-Powered Lead Intelligence


Automated Lead Engagement


Surface Critical Insights to Inform Sales Decisions

Capture and analyze every call, chat, and email with leads and customers. This feature offers complete visibility into the sales pipeline, enabling sales teams to track lead momentum effectively. It facilitates better lead reviews by providing a holistic understanding of customer interactions and behaviors.

It enables better lead reviews, accurate forecasting, and informed decision-making while also providing valuable insights into the competitive landscape, allowing sales professionals to maximize their sales effectiveness and drive business growth.

Stop Juggling Your Lead Tracking Across Multiple Tools

Tired of bouncing around from tool to tool just to find the information you need? Say goodbye to data disarray and hello to LeadCenter.AI. This all-in-one platform houses all your contacts, lead information, and sales activities in one convenient location. No more juggling multiple platforms and databases!

With LeadCenter.AI, you can make sales calls, send emails, assign tasks, leave detailed notes, and more without ever leaving the app.

Every Conversation Produces a Goldmine of Insights

Using customer insights, You can create personalized sales communications that resonate with your audience, leading to higher conversion rates. This also reduces irrelevant sales messages and improves the overall sales experience, and builds trust.

Collaborate, Nurture leads, and Grow Your CRM

All-in-one lead capturing, management and intelligence makes it easy to integrate with your CRM and other apps to build targeted lists, automate your email campaigns, and expand your database.

Import existing lead details, build forms to convert visitors into leads and grow your database, and create unlimited custom fields to collect critical lead details. Then segment contact lists based on any data you’ve collected – lead details, campaign source, lead stage and more.

Bring Action To Your Sales Processes

Learn How to Grow
and Scale Your Business in Days


Contact & Lead Management

Each lead is an opportunity – how well you manage them determines how many of those opportunities turn into actual deals. With our powerful lead management system, you’ll never lose track of who’s who again. You’ll get to know your leads like their best friend!

Pipeline Management

At the end of the day, what matters most is whether or not leads get closed. With our pipeline management system, you can see where leads are in the process at any time – so you get deals done faster than ever before by adding leads to your CRM with a single click.

Lead Tracking

Lead tracking software attributes (or matches) incoming phone calls to your marketing channels and tactics. This helps you measure the success of advertising campaigns while fine-tuning marketing strategies and spend.

Conversation Intelligence & Analytics

Boost sales productivity with deep, personalized customer insights. Financial Advisors that develop customer insights can increase sales productivity as much as 40%.

Call and Voicemail Transcription

Keep a written record of your calls. Special patterns like phone numbers and digits are appropriately formatted. Simply skim the transcription to gather the key details in a few seconds.

Easy CRM integration

Attach lead details and call metadata such as recordings, messages, duration, time of call, and more to your software or an off-the-shelf CRM like Salesforce & Redtail.

Form Builder and Tracking

Create your form in minutes using our simple form builder. No coding skills required! Link your WordPress website with our software that will automatically import the contact details into your CRM in less than 5 minutes. We’ll make sure you have everything you need to generate leads from your site.

Bring Action to Your Sales Processes

Transform Your Sales Experience

Create the exact workflow you need to engage customers at every step of their journey. LeadCenter.AI is a single platform with built-in intelligence, and includes all the tools required to manage your leads.

Bring Action to Your Sales Processes

Business Indices, Lead Tracking Through the Latest Analytics Tools

Quickly identify leads that convert the most quickly and visualize the conversion rate. And get a view into top leads by source and medium.
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Bring Action to Your Sales Processes

Create Tasks to Your Team to Manage Your Sales Workflow

Add, Prioritize & Organize your Team’s Tasks! Be more efficient and successful! Start with a simple To-Do-List, add more details as you go.
Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you’ve had with contacts, and use this data to build campaigns that close more deals.
Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you’ve had with contacts, and use this data to build campaigns that close more deals.
Lead management is the process of acquiring, nurturing, and managing potential customers (or "leads") in a systematic and organized manner. For financial advisors, lead management involves identifying and capturing leads through various marketing channels, such as google ads, social media, email campaigns, webinars, etc... 

Once leads are captured, they are entered into a lead management system like, where financial advisors can organize, prioritize, and track their interactions with each lead. Effective lead management can help financial advisors convert more leads into clients, improve client retention, and increase revenue.

Popular features of LeadCenter.AI lead management include:

  • Engage with your leads automatically right from within your CRM contact record
  • Automatically update the lead record as soon as a call or email takes place
  • Record all of your customer calls from right within your browser and log them directly to the contact record
  • Make use of templates and automation to make customer follow-up easy
  • Built-in team-wide analytics to understand performance at a macro and micro level
LeadCenter.AI’s lead management is part of the full lead generation funnel, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your sales operations, LeadCenter.AI also offers premium features with Professional, and Enterprise plans.
The amount of time it takes to implement lead management can vary depending on factors such as the size of your business, the complexity of your sales processes, and the tools and resources you have available. Generally, implementing a lead management system involves several steps, including identifying your target audience, defining your lead generation strategy, setting up lead capture forms, establishing lead nurturing workflows, and integrating your lead management system with your existing sales and marketing tools.

At, we offer a seamless onboarding process to get you up and running as quickly as possible. Our team works closely with you to understand your unique business needs and goals, and we provide customized training and support to help you maximize the benefits of our platform. Depending on your specific requirements, the implementation process can take anywhere from a few days to a few weeks.

Sales and Lead Management in One Unified Tool

Put LeadCenter.AI behind your omni-channel marketing strategy to grow inbound conversions, and accelerate your sales pipeline.
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