LeadCenter Pricing | LeadCenter.AI

Best Value

Enterprise

Full customization to meet your organization needs

Contact us for pricing

Best Value

Professional

Full featured sales & marketing CRM

$99

per user / month

Enterprise

Full customization to meet your organization needs

Contact us for pricing

Features

Core features

Marketing features

AI & intelligence

Reporting & analytics

Contact & household management

Contact financial fields

LeadCenter emails

Lead management with customizable stages

Custom fields

Task management

Templates for email, text, appointments and workflows

Workflows

10,000

Track AUM and insurance productions

Track company commission

Track advisor commission

Track advisor commission payment

Production and commission reports

Integration with orion

Public calendars

Calendar connections

Google calendar integration

Outlook calendar integration

Redtail calendar integration

Confirmation email

Email reminders

Text reminders

Invitee questions

Follow-up emails

Public round robin shared calendars

Public group calendars

Zoom integration

Automated call summaries and tasks

Client review reminders

Unlimited

Individual email

Shared email

Send and receive emails from CRM

Email templates

Email workflows

Email open tracking

Link click tracking

Make email private

Visual workflow designer

Triggers based on contact create or update

Filters and segmentation

Send emails from workflow

Send text's from workflow

Create tasks from workflow

Attached workflow to a contact manually

Secure client portal

Track submission progress

Auto populate fields in LeadCenter and connected CRM

Upload documents

Storage

Secure client portal

10GB / User

ISO/IEC 127001 certified

SOC2T1 compliant

Customer support help desk

Live help via zoom

Live training via zoom

Migration assistance

Unlimited marketing campaigns

Assign phones, email redirect and forms to campaigns

Automatically attribute leads to marketing campaigns

Track marketing spends

Automate tracking CPL, CPA, CAC and ROI per marketing campaign

Unlimited form submissions

Capture leads from phone calls

Capture leads by form submissions

Capture leads from text

Capture leads by zapier

Capture leads by email redirect

Seminar management system

Automated seminar landing pages and registration forms

Automated registrations

Automated confirmations email per attendee status

Automated reminders by email and text

Automated follow-up emails

Automate detecting plate lickers

Track events spending

Integration with LeadJig

Integration with LeadingResponse

Integration with financial seminar services

Push event registrations to other systems via zapier

Seminars conversion reporting

Email marketing

Call tracking and phones system

Text marketing

Marketing campaign website landing page builder

Optional add-on

Optional add-on

Optional add-on

Optional add-on

AI email and text template builder

AI note taker (speech to text)

AI meeting assistant

AI sales agent

AI report analyzer

AI landing page and form builder

AI compliance check

AI compliance records check

AI compliance chat log

Email verification

Phone number lookup

Call transcription

Automated call summary for zoom meetings

Automated tasks from zoom meetings

Included in CRM core license

Coming early Q1 2026

Included in CRM core license

Coming early Q1 2026

Included in CRM core license

Coming early Q1 2026

Included in AI landing page & form builder license

Included in CRM core license

Add-on to email marketing subscription

Add-on to call tracking and phone subscription

Included in CRM professional license

Unique insights on Leads like estimated investable assets

Requires Catchlight API subscription

Executive dashboard YTD

Executive dashboard per year

Email marketing campaigns report

Form submissions analysis report

Return on investment (ROI) report

Marketing spend report

Sales pipeline report

Sales pipeline with heat maps report

Google reports

Available under enterprise plan. Send an email to support@leadcenter.ai to enable it.

Events report

Event performance report

Events expenditure report

Events attendees report

Engagement reports

Outbound calls report

All production report

Issued production report

Single advisor report

Estimated company commission report

Advisor commission payments

1st appointment with new prospects

All appointments report (with clients and prospects)

All appointments with new prospects (1st, 2nd, 3rd, 4th Appt)

Appointment scheduler report (1st Appts)

AI email marketing license

Full email marketing automation from within your CRM. Integrated with AI email template builder. Automated events invitations and annevrisary emails

Starting at $12 /mo

$12 /mo

5,000 emails per month**

Send email campaigns from within your CRM

Unlimited number of scheduled email campaigns

Unlimited number of workflows

Track email opens and clicks

Track unsubscribe\bounce inside CRM

Track conversion inside CRM

* Price based on number of contacts. View tiered pricing

** $0.002 per email overage fees above plan email sends.

Best Value

Email marketing tiered pricing

0-500

501-1,000

1,001-2,500

2,501-5,000

5,001-10,000

10,001-15,000

15,001-20,000

20,001-25,000

25,001-30,000

30,001-35,000

35,001-40,000

40,001-45,000

45,001-50,000

$12/mo.

$30/mo.

$50/mo.

$80/mo.

$120/mo.

$180/mo.

$230/mo.

$280/mo.

$310/mo.

$340/mo.

$370/mo.

$400/mo.

$430/mo.

5,000

10,000

25,000

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

50,000+

List size over 50,000? Call us at (888) 291-7116

*Plan price is based on number of contacts and email sends.

ADD ON DETAILS

Email verification

$0.025 per email

Email marketing overage

$0.002 per email

AI call tracking & phone license

Receive and make calls from within your CRM. Track calls and capture as leads. Automated AI call transcription and call summary.

Save up to 21%

Yearly

Monthly

LIGHT

$20 /mo

$25 /mo

1 local phone numbers

100 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

STARTER

$40 /mo

$50 /mo

3 local phone numbers

250 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

Best Value

CORPORATE

$80 /mo

$100 /mo

6 local phone numbers

500 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

ENTERPRISE

$119 /mo

$150 /mo

10 local phone numbers

750 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

LIGHT

$25 /mo

1 local phone numbers

100 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

STARTER

$50 /mo

3 local phone numbers

250 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

Best Value

CORPORATE

$100 /mo

6 local phone numbers

500 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

ENTERPRISE

$150 /mo

10 local phone numbers

750 local minutes

Outbound and inbound calls

Lead capturing

Attribution to campaigns

Compare all features

INCLUDED MONTHLY WITH ALL PLANS

Local phone numbers

Local minutes

Outbound and inbound calls

CNAM: Display business name as caller ID

Assign numbers to channels and campaigns

Automatically create contacts and leads from phone calls

Calls reporting and conversion to leads, appointments and clients

Mark spam callers and block

100

250

500

750

ADD ON DETAILS

Call recording

Phone call transcriptions

Phone lookup

Call on local phone number

Call on toll-free phone number

$0.0075 per minute

$0.14 per minute

$0.045 per lookup

$0.06 per minute

$0.088 per minute

AI text messaging license

Full text messaging automation from within your CRM. Integrated with AI text template builder. Automated annevrisary texts. Automated text reminders for meetings and events.

Save up to 21%

Yearly

Monthly

Standard Plans (3)

Volume Plans (4)

STARTER

$39 /mo

$49 /mo

1,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

Best Value

CORPORATE

$110 /mo

$139 /mo

2,500 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

ENTERPRISE

$213 /mo

$269 /mo

6,500 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

HIGH VOLUME TIER 1

$395 /mo

$499 /mo

20,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

Best Value

HIGH VOLUME TIER 2

$625 /mo

$790 /mo

50,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

HIGH VOLUME TIER 3

$1106 /mo

$1400 /mo

100,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

HIGH VOLUME TIER 4

$2173 /mo

$2750 /mo

250,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

Standard Plans (3)

Volume Plans (4)

STARTER

$49 /mo

1,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

Best Value

CORPORATE

$139 /mo

2,500 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

ENTERPRISE

$269 /mo

6,500 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

HIGH VOLUME TIER 1

$499 /mo

20,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

Best Value

HIGH VOLUME TIER 2

$790 /mo

50,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

HIGH VOLUME TIER 3

$1400 /mo

100,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

HIGH VOLUME TIER 4

$2750 /mo

250,000 included texts

0.055 fee for each additional text

1 free local phone number

2-way texting

Mass texting

Message templates

Compare all features

INCLUDED MONTHLY WITH ALL PLANS

Included texts

Additional texts

2-way texting

Capture leads

Marketing channels

Workflows

Scheduled text campaigns

Text-in keywords

Autoresponder

Landline, VOIP texting

Message templates

Message shortcodes

Reporting

Picture messaging (MMS)

Link sharing

Delivery status

Forwarding

10DLC verified sending

1000

$0.055

2500

$0.055

6500

$0.055

20000+

$0.055

AI Landing page & form builder license

Visual designer for marketing campaign landing pages

Save up to 21%

Yearly

Monthly

$40 /mo

$50 /mo

AI landing page builder

AI form builder

AI converter to convert pdf forms to web forms

Generate calculators and other interactive widgets with AI

Automatically hosted at your own company domain

Capture form submissions into your CRM

Best Value

$50 /mo

AI landing page builder

AI form builder

AI converter to convert pdf forms to web forms

Generate calculators and other interactive widgets with AI

Automatically hosted at your own company domain

Capture form submissions into your CRM