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CRM

LeadCenter.AI

AI-powered advisor CRM that automates marketing, sales, operations and reporting in one platform.

Made by LeadCenter.AI Visit LeadCenter.AI's website
Starting priceFrom $78/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed8 connectionsRedtail CRM, Wealthbox, Salesforce (via Zapier) and 5 more. Source and date for each below.
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What their website looks like

Screenshot of LeadCenter.AI's homepage
LeadCenter.AI's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Professional $78/user/mo
per user, per month
 Yearly (the page's default Yearly option)
Shown beside a struck-through $99 per user per month. The captured text does not label which price is which; the page markup shows the Yearly toggle active and $99 styled as the old price, and the page says 'Save up to 21%'. The monthly-billing price was not captured with the Monthly option selected.

Enterprise plan: contact for pricing

Other products on the same page (email marketing, call tracking, text messaging, landing pages) were not captured

Source: LeadCenter.AI pricing page (AI CRM core license tab). Checked on the vendor's site, Oct 6.

Where LeadCenter.AI sits on price

LeadCenter.AIOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

OrionOutlook/Office 365 Calendar
LeadCenter.AI8 connections listed

Data goes out to

Outlook/Office 365 CalendarGoogle Calendar
Two-way
Redtail CRMWealthboxSalesforce (via Zapier)Zapier
Listed, no detail
DocuSign (via Zapier)
Connection cost: not checked; its pricing grid marks which plans include the Orion, Zoom and Redtail calendar integrations with icons we couldn't read.
Redtail CRM
Checked on the vendor's site
  • Two-way: lead and contact information, notes, activity history
  • Data out: AUM, insurance and annuity accounts
Source: LeadCenter.AI Redtail CRM integration page. Checked Oct 6.
Wealthbox
Checked on the vendor's site
  • Two-way: client information
Source: LeadCenter.AI Wealthbox CRM integration page. Checked Oct 6.
Salesforce (via Zapier)
Checked on the vendor's site
  • Two-way: contacts, via Zapier
Source: LeadCenter.AI Salesforce CRM integration page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools LeadCenter.AI lists.

Orion
Checked on the vendor's site
  • Data in: current asset values, daily
Source: LeadCenter.AI Orion integration page (listed under Custodians in the site menu). Checked Oct 6.
Outlook/Office 365 Calendar
Checked on the vendor's site
  • Data in: appointments created in Outlook
  • Data out: appointments created in LeadCenter
Source: LeadCenter.AI Outlook integration page (the page describes appointments moving in both directions but does not use the words two-way or bi-directional). Checked Oct 6.
Google Calendar
Checked on the vendor's site
  • Data out: appointments booked through BookMyTime
Source: LeadCenter.AI Google Calendar integration page (BookMyTime scheduler; the page also says changes on either platform are reflected, but does not use the words two-way or bi-directional). Checked Oct 6.
DocuSign (via Zapier)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: LeadCenter.AI DocuSign integration page. Checked Oct 6.
Zapier
Checked on the vendor's site
  • Two-way: lead data
Source: LeadCenter.AI Zapier integration page. Checked Oct 6.

Moving to LeadCenter.AI from another tool

What LeadCenter.AI's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From Redtail

In their words: “Activities from Redtail are migrated into LeadCenter based on your firm’s activity code mapping. … LeadCenter supports migration of recurring activities from Redtail. … If your Redtail backup includes recurring activities, our migration team can bring those into LeadCenter as part of the migration, based on the activity code mapping confirmed with you.”

  • What comes across: activities
  • How: Their team does the move
  • Cost: not confirmed by the words shown
  • Also on the page: “If an activity code is left unmapped, activities in that category will not be migrated.”
Checked on the vendor's site · Oct 8
LeadCenter help: export from Redtail and migrate to LeadCenter
From Redtail, Wealthbox or other systems it doesn't name

In their words: “Free Onboarding and Data Migration from Redtail, Wealthbox and Other CRMs”

  • What comes across: not confirmed by the words shown
  • How: not confirmed by the words shown
  • Cost: No extra cost
Checked on the vendor's site · Oct 6
LeadCenter pricing page
From other systems (not named)

In their words: “In the context of our service, it refers to transferring your data from your current CRM or other software to Leadcenter.ai . … Our team will handle the technical details of the migration, including the extraction, transformation, and loading of your data into Leadcenter.ai.”

  • What comes across: not confirmed by the words shown
  • How: Their team does the move
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 8
LeadCenter: onboarding and data migration
Names no tool

Their page says, in words we couldn't label: “LeadCenter offers free migration services to new customers. … Migration services are only available for active paid accounts.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask LeadCenter.AI about anything they leave out.

Checked on the vendor's site · Oct 8
LeadCenter help: required steps for migrating data

Leaving later

Contacts download as a CSV from the Contacts or Sales Pipeline dashboard, capped at 5,000 rows per file; split larger lists with filters.
Checked on the vendor's site · Oct 6

Source: LeadCenter.AI help centre

Fits best if

Our judgement

We haven't assessed fit for LeadCenter.AI yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare LeadCenter.AI with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

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Checked on the vendor's site · Oct 6
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Less Annoying CRM
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Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
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Corrections

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