All-in-One CRM for Financial Advisors

Automate lead capturing, marketing, scheduling, production tracking, and reporting—all in one platform built for RIAs.

Trusted by advisors nationwide

Leadcenter Replaces All These Tools

Replaces Other Tools (per user)
CRM & Pipeline Management $99/month
Calendar & Scheduling $20/month
Event Management $405/month
VOIP & Call Tracking $50/month
Client Data Gathering & Onboarding $89/month
Email Marketing $99/month
SMS Marketing $99/month
Business Intelligence/Metrics $600/month
Form Builder $149/month
Website & Landing Page Builder $149/month
Workflow Automation Unique to LeadCenter
Save over $21,108/year Book a Free Demo
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30 days Free! - No credit card required.

Capture Leads Automatically

No more manual data entry. Leads flow in from forms, calls, events, and campaigns—right into your CRM.
Capture Leads Automatically
Public calendar booking flow.

Streamline Scheduling

Let prospects book appointments directly using your public calendar. Automatic confirmations and reminders reduce no-shows.

Run Campaigns That Convert

Send email and text campaigns directly from your CRM using tags, stages, or lead sources. Track opens, clicks, and replies instantly.
Run Campaigns That Convert
Eliminate Spreadsheets & Syncing Tools

Track Production & KPIs in Real Time

Let prospects book appointments directly using your public calendar. Automatic confirmations and reminders reduce no-shows.

Eliminate Spreadsheets & Syncing Tools

Forget juggling Calendly, Mailchimp, Zapier, and spreadsheets. LeadCenter replaces 10+ tools in one integrated platform.
Eliminate Spreadsheets & Syncing Tools

Built for Every Team in Your Firm

Marketing

Automate lead capturing, events, and targeted campaigns.
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Sales

Convert more leads with an intuitive pipeline and smart follow-up automation.
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Operations

Track financial accounts, production, and commissions with precision.
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Executive

Make data-driven decisions with comprehensive reporting and analytics.
Learn More

Integrate Seamlessly with Your Favorite Tools

See All Intregations

How Oak Harvest Scaled to $1B AUM with LeadCenter

“Over the past four years, we have partnered with LeadCenter to expand its platform, ensuring it supports the entire lifecycle of our client journey. Today, we use LeadCenter to automate marketing, sales, operations, and reporting at Oak Harvest Financial Group.”
— Troy Sharpe, CEO and Founder, Oak Harvest Financial Group

✅ Increase revenue through a higher conversion rate of sales to business.
✅ Reduce no-show rates for appointments and seminars.
✅ Track key performance indicators (KPIs) in real-time.
✅ Lower operational costs by reducing administrative workload for data entry and report preparation.
✅ Reduce technology costs by using an integrated platform, eliminating the need for additional tools and integrations.

Thousands of users love LeadCenter

  • Leadcenter.ai has been a valuable asset for our firm. The customizable pipeline, powerful automation tools, in-depth reporting, and integrated event management significantly improve my workflow and provide valuable insights into my marketing efforts. If you're looking for a comprehensive CRM that can adapt to your specific needs and deliver actionable data, Leadcenter.ai is definitely worth a closer look.
    Megan S.
    Marketing Director
    Our team loves Leadcenter and their team has been such a breath of fresh air when it comes to CRMs/Marketing/everything! Leadcenter really took the whole picture of Marketing to Acquisition to Onboarding to Nurturing and supercharged it with all of their features. I love the automations/workflows and the email/text features that come with events and appointments and just day to day.
    Patricia H.
    Marketing Executive
  • Leadcenter.ai has been a valuable asset for our firm. The customizable pipeline, powerful automation tools, in-depth reporting, and integrated event management significantly improve my workflow and provide valuable insights into my marketing efforts. If you're looking for a comprehensive CRM that can adapt to your specific needs and deliver actionable data, Leadcenter.ai is definitely worth a closer look.
    Megan Scheff
    Marketing Director
  • Our team loves Leadcenter and their team has been such a breath of fresh air when it comes to CRMs/Marketing/everything! Leadcenter really took the whole picture of Marketing to Acquisition to Onboarding to Nurturing and supercharged it with all of their features. I love the automations/workflows and the email/text features that come with events and appointments and just day to day.
    Patricia H.
    Marketing Executive

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Streamline your marketing, sales, operations, and reporting—all in one platform.
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