Core License

Pricing Plans

Core License Email Marketing Subscription Email Marketing Tiered Pricing - Fee Schedule Call Tracking and Phone License Pricing Text Marketing License Pricing Website Hosting Plan

Core License

LeadCenter is a sales and marketing automation solution tailored for financial advisors. It offers powerful features to manage your marketing, sales, operations, and advanced reporting.

	BASIC	PROFESSIONAL	ENTERPRISE
Monthly	$39 /mo*	$69 /mo*	Contact us for pricing

Core Features

FEATURES	BASIC	PROFESSIONAL
Core
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
Financial Accounts
Track AUM and insurance productions	✔	✔
Track company commission	✔	✔
Track advisor commission	✔	✔
Track advisor commission payment	✔	✔
Production and commission reports	✔	✔
Integration with Orion	✔	✔
Calendar & Public Scheduler
Public calendars	5	Unlimited
Calendar connections	3	Unlimited
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	✖	✔
LeadCenter Email
Individual email	✔	✔
Shared email	✔	✔
Send and receive emails from CRM	✔	✔
Email templates	✔	✔
Email workflows	✖	✔
Email open tracking	✔	✔
Link click tracking	✔	✔
Make email private	✔	✔
Workflows
Visual workflow designer	✖	✔
Triggers based on contact create or update	✖	✔
Filters and segmentation	✖	✔
Send emails from workflow	✖	✔
Send texts from workflow	✖	✔
Create tasks from workflow	✖	✔
Attach workflow to a contact manually	✖	✔
Financial Questionnaire
Secure client portal	✖	✔
Track submission progress	✖	✔
Auto-populate fields in LeadCenter and connected CRM	✖	✔
Document Storage
Upload documents	✔	✔
Storage	2GB / User	10GB / User
Secure client portal	✖	✔
Security & Compliance
ISO/IEC 127001 certified	✔	✔
SOC2T1 compliant	✔	✔
Support
Customer support help desk	✔	✔
Live help via Zoom	✔	✔
Live training via Zoom	✔	✔
Migration assistance	✔	✔

Marketing Features

FEATURES	BASIC	PROFESSIONAL
Marketing Campaigns
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	✔	✔
Automated Lead Capturing
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	✔	✔
Events & Seminar Management
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	✖	✔
Other Marketing Features
Email marketing	Optional add-on click here for more info...	Optional add-on click here for more info...
Call tracking and phones system	Optional add-on click here for more info...	Optional add-on click here for more info...
Text marketing	Optional add-on click here for more info...	Optional add-on click here for more info...
Marketing campaign website landing page builder	Optional add-on click here for more info...

AI & Intelligence

FEATURES	BASIC	PROFESSIONAL
Intelligence
Email verification		Add-on to email marketing subscription
Phone number lookup		Add-on to call tracking and phone subscription
Call transcription		Add-on to call tracking and phone subscription
Automated call summary for zoom meetings	✔	✔
Automated tasks from zoom meetings	✔	✔
Finance AI content generator		Coming soon under CRM professional license
Website Visitors Identity
Identify anonymous website visitors		Send an email to support@leadcenter.ai
Integration
Unique insights on Leads like estimated investable assets		Send an email to support@leadcenter.ai

Reporting & Analytics

FEATURES	BASIC	PROFESSIONAL
Executive Reports
Executive dashboard YTD	✔	✔
Executive dashboard per year	✔	✔
Marketing Reports
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 & Seminars Reports
Events report	✖	✔
Event performance report	✖	✔
Events expenditure report	✖	✔
Events attendees report	✖	✔
Sales, Production & Commission Reports
Engagement reports	✔	✔
Outbound calls report	✔	✔
All production report	✔	✔
Issued production report	✔	✔
Single advisor report	✔	✔
Estimated company commission report	✔	✔
Advisor commission payments	✔	✔
Appointments Report
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)	✔	✔

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.