michael.pendergrass
Acronym
LeadCenter AI Inc
Product ID
LeadCenterAI
Description

All-in-One Advisors CRM including marketing, sales, & ops automation.

Images
Image
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Details
  • Full marketing automation including automated contact capture and attribution from all campaigns, Events management with automated registration, SMS Marketing, Email Marketing, and phone system.
  • Sales automation with pipeline management, Public calendars at bookmytime.ai, workflow automation, automated lead intelligence, and contact engagement with call, email, SMS, and appointments.
  • Tracking for AUM, annuities, and insurance production, Advisors commission tracking. Document storage Secure Public Portal for clients to submit documents and full financial questionnaire.
Features

All-in-One Advisors CRM including marketing, sales, & ops automation:

  • Marketing automation: lead capturing, seminars & campaigns.
  • Sales engagement with workflows, calls, text.
  • Advanced Analytics & Reporting.
Vendors
LeadCenter AI Inc
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
CRM
Ad Hoc Tags
DoubleClick Tags

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