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Click-To-Call Solution Announcement
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What's New

Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! 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 Increase Productivity and Save Time with LeadCenter Peek Take Your Event Management to the Next Level 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 Solution Announcement

07/04/2024 LeadCenter.AI Click-To-Call Solution


We are happy to announce the release of LeadCenter.AI Click-To-Call Solution. Now you can call your contacts directly from LeadCenter.AI without the need for a phone or 3rd party VOIP system.

  • Monitor the performance of your scheduling team and see how many calls they made to each prospect.
  • Review all outbound calls to contacts directly from the contact details page under Communications \ Phone Calls.
  • Outbound calls will be recorded and automatically transcribed to save you time from entering notes about each call.
  • Save money in subscribing to third-party VOIP systems or expensive integration between your CRM and VOIP.

To be able to place calls from LeadCenter

  1. if you didn't buy virtual phone numbers yet, Go to Settings \ Contact Capturing \ Virtual Phone Numbers and buy a virtual number.
  2. Make sure to enter an emergency address for your account under Settings \ Basic Settings \ Business Name, Address, and Logo
  3. Now you can place calls to contacts. To open the dialer, click on the green Click to Call Button in the Contact details page in the upper right corner next Actions menu You can also click on the Click to Call button next to any phone number

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.