AI Agents

AI tools designed to automate communication, improve compliance, and save you hours every week

Available AI Agents

Claudia

AI Meeting Assistant

Prepare for meetings, summarize conversations, and generate follow-up emails, designed to support recordkeeping compliance.

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Sina

Context-Aware Email Writer

Instantly draft polished, high-converting emails for clients and prospects.

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Cody

Communications Compliance Auditor

Quickly check email and text templates for potential FINRA & SEC compliance issues before you send.

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Luca

Voice-to-Text Transcriber

Dictate notes, emails, and texts with your voice. AI refines and formats them automatically.

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Linus

Landing Page & Form Builder

Instantly create complete landing pages and forms, hosted, designed, and integrated with your LeadCenter workflows.

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Sina

Context-Aware Text Writer

Write clear, persuasive text messages and chats instantly

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Cody

SEC & FINRA Compliance Auditor

Review client records for potential compliance gaps with actionable recommendations.

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Claudia

AI Call Assistant

Automate transcribing inbound and outbound calls.

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Sina

Context-Aware Email Designer

Build branded email layouts in seconds, no coding needed.

Available in Q2 2026

Ask AI Anything

Instantly surface insights, history, and actions from any contact, all in one place.

AI Analytics

Analyze your reports and your business using AI. Get recommendations on what to do next.

AI Sales Agent

Use AI to analyze your sales pipeline and know which lead to focus own and the best course of action to convert more leads.

LeadCenter CRM—Anywhere You Go

Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.

Get it on Google Play button

Download on the Apple App Store button

LeadCenter.AI mobile app mockup on smartphone screen

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