Integrations

Manage your leads using a user friendly Lead Management System.

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Zapier Integration

Salesforce Integration

Redtail Integration

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Contact & Lead Management

Push Contact

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

Two way syncing

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

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

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

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

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

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.

Testimonials

Frequently Asked Questions

Lead management is the strategy that sales teams use to understand which stages of the pipeline their deals are in. This tracking helps sales teams know whether a lead or prospect is on a path to closing. Many companies choose to use software that streamlines this process and uses automation to encourage leads through the sales process with workflows and targeted marketing.

LeadCenter.AI lead management software does exactly that. Instead of using manual tracking, let your sales team leverage the power of a fully automated tracking system. Instead of manually triggering flows or reaching out manually, they’ll be able to use LeadCenter.AI lead management smart functionality to trigger interaction at exactly the right time.

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 Sales Hub, 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 Starter, Professional, and Enterprise editions of Sales Hub.

Depending on whether you’re already using a lead management system, implementation time may be shorter or longer. If you need to undergo data migration or have a complex or large amount of data to move over, your implementation time may increase. On the other hand, most teams with a short sales cycle also have a very rapid implementation period for lead management software.

For companies that have never done any lead management, the implementation time is instant—the only thing you need to set up before getting started is access for your team and information about their specific roles.

Lead Management in One Unified Tool

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