LeadCenter AI

All-in-One CRM for Financial Advisors. Put your marketing, sales, operations, and reporting on autopilot.

LeadCenter.AI is the all-in-one CRM built for financial advisors—now available on mobile.

Access your calendar, manage notes, record meetings, and stay on top of your tasks, appointments, and client relationships from anywhere.

Key Features:

• Dashboard Analytics — View new leads, appointments kept, new clients, production metrics, and AUM summaries at a glance.

• Calendar — Browse your schedule in day, week, or month view with support for Google, Outlook, Redtail, and LeadCenter calendars.

• Contacts — Search, sort, and access your entire contact database. Add new contacts, call, or email directly from the app.

• Tasks — Stay on top of your to-dos with Inbox, Today, and Upcoming task views.

• Notes — Create and manage rich-text notes with categories, templates, and contact linking. Add threaded comments and @mention team members to keep everyone in the loop.

• AI Voice Transcription — Tap "Listen & Transcribe" to convert speech to text in real time while creating notes—powered by AI.

• Meeting Recorder — Start a quick meeting from anywhere in the app. Record audio with a live waveform, add participants, and associate recordings with contacts or appointments.

• Notifications — Never miss an update with in-app notifications and @mention alerts.

Put your marketing, sales, operations, and reporting on autopilot—with mobile access built for advisors.