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What's New

Click-to-Call and Measuring Scheduler Performance
Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

What's New

Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Click-to-Call and Measuring Scheduler Performance

08/15/2024 Click-to-Call Solution

We’re excited to introduce new reporting tools that will enhance your experience with LeadCenter.AI’s Click-to-Call feature. These reports allow you to measure scheduler performance in real-time, providing valuable insights into your team’s calling activities. You can track and analyze call interactions with the following reports:

  • Appointment Scheduler Report: Gain insights on appointments by scheduler, including conversion rates, client acquisition ratios, and active close rates.
  • Outbound Calls Report: Measure the performance of your scheduling team by reviewing all outbound calls, including call date, called number, and call duration for each scheduler.
  • Engagements Report Track both inbound and outbound call interactions for each scheduler. To view detailed call engagements, click on the "Calls" tab within the report.

What You Can Do with LeadCenter.AI Click-to-Call

  • Direct Calls from LeadCenter: Call your contacts directly from LeadCenter.AI without the need for external VOIP systems.
  • Automatic Call Transcriptions: Save time with inbound and outbound calls being recorded and automatically transcribed.
  • Cost Savings: Reduce costs by eliminating the need for third-party VOIP systems or expensive integrations.
  • Measure Performance: Track and analyze your scheduling team’s calling activities in real-time using the new reporting tools.

How to Get Started

  1. Add Phone Numbers: Go to Settings -> Contact Capturing -> Phone Numbers and add a phone number.

  2. Enter Emergency Address: Enter an emergency address for your account under Settings -> Basic Settings -> Business Name, Address, and Logo.

  3. Start Placing Calls: You can place calls to contacts directly from the contact details page, leads dashboard and contacts dashboard. Click on the green Click to Call button in the upper right corner next to the Actions menu or the phone icon next to any phone number.

Note: If you want your office number or business name to appear as the caller ID while placing calls from LeadCenter, please send an email to support@leadcenter.ai to enable this feature for your account.

Outbound phone calls, call recording, and call transcriptions will be charged using the same rate as as inbound calls. For more information or to upgrade your subscription, please visit LeadCenter subscription page. If you need assistance in setting up this feature, please send an email to support@leadcenter.ai. You can also book a demo at https://bookmytime.ai/steve/30-mins

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.