Contact Management for
Financial Advisors

Every call, email, text, meeting, account and document for a contact sits on one record. Switch to the household view or open the family tree without leaving it.
LeadCenter contact record with stage, source, advisors, production, family and every tab for emails, calls, texts, meetings, notes, tasks, accounts and documents

360 Contact View

Contact records icon

Households

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Family Relationships

Family relationships icon

Every Conversation on One Record

Emails, calls, texts, meetings, notes and tasks all sit on the contact's record, with Claudia AI call summaries saved as notes. Anyone on your team can pick up where the last person left off.
Activity on one contact record: Claudia AI call summary note, texts, emails, meetings and tasks
Meetings tab switched from This Contact to Household, with a Contact column showing whose meeting each one is

See the Whole Household from Any Record

On the Events, Meetings, Notes, Tasks and Accounts tabs, switch between This Contact and Household. The household view adds every family member's records, with a Contact column showing whose each one is.

Map Even Complex Family Relationships

Add a spouse, children, grandchildren, in-laws and more from a contact's Family tab. LeadCenter builds the household and its family tree, with the head of household at the top.
Household family tree with head of household, spouse, three children, a son in law and two grandchildren
Contacts list with search, Households and Filters, HOH badges and spouses shown under their names

Find Any Contact in Seconds

Search by name, email, phone number or contact ID, then filter and save the filters you use most. Heads of household are marked HOH, and spouses show under their names.
Open a contact, go to the Family tab and add a spouse or family member. LeadCenter creates the household with that contact as the Head of Household.

The Head of Household’s client status and client-since date, total issued AUM and insurance across all members, the last meeting date, the writing and servicing advisors, and the Contacts, Family Tree, Appointments, Tasks, Notes, Documents, Accounts, Emails, Calls and Texts tabs.

Yes. On the Events, Meetings, Notes, Tasks and Accounts tabs, the This Contact / Household toggle switches to the whole family’s records.
LeadCenter flags possible duplicates when two contacts share a primary email or phone. Give each person a plus-addressed email so mail still reaches the same inbox, and link them in a household.
No. Deleting a household removes the family relationships, but every contact record stays in LeadCenter.

See Every Contact and Family in One View

Keep every conversation, household and family relationship on one record inside LeadCenter.
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LeadCenter CRM—Anywhere You Go

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