Capture More Leads with Ease for Financial Advisors
Don’t waste time manually capturing leads. With LeadCenter, you can capture leads from many sources and get notified the moment they arrive. Start turning leads into clients today.
As soon as someone reaches out, whether by phone, website form, email or calendar booking, LeadCenter captures them as a contact with their source, so you always know where each lead came from. Your team gets a new lead alert the moment it arrives.
Built-In Fields for Financial Advisors
LeadCenter comes ready with the fields advisors work with every day, like Estimated Investable Assets, Writing Advisor and Servicing Advisor. Your team fills them in as you learn about each contact, so the details your practice needs stay on the contact, not just a name and an email.
Track Lead Sources and Campaigns
Know exactly which sources and campaigns are turning into real business, not just more leads. The Annual Marketing ROI Report shows spend, leads, first appointments, new clients, amount issued and 1 Year ROI for every source, so you know where to put your marketing budget next.
LeadCenter captures contacts from calls to your virtual phone numbers, website forms, forwarded emails, calendar bookings, CSV uploads and integrations such as Zapier. Each new contact is saved with its source, so you always know where it came from.
Turn on the New lead alert in your notification settings and LeadCenter emails your team, or a shared inbox such as your front desk, whenever a new contact comes in.
Yes. LeadCenter connects directly to Redtail, Wealthbox and Salesforce. Other CRMs that support Zapier can create or update LeadCenter contacts through the Zapier integration.
Yes. The Annual Marketing ROI Report breaks down marketing spend, leads, cost per lead, first appointments and new clients by source, and shows your amount issued and ROI for the year.
Yes. Calls to a LeadCenter virtual phone number are captured automatically and saved to the contact with the source that number belongs to.
A Source is where a contact came from, such as Google Ads or a seminar. A Medium is how the contact reached LeadCenter, such as a phone call, a website form or a forwarded email.
Start Capturing More Leads Today
Don't let potential leads slip through the cracks. With LeadCenter, you can capture leads from many sources and get notified the moment they arrive, so your team can follow up fast.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
