What's New

What's New

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 Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Unlock Your Advisory Firm's Full Automation with Workflows

08/27/2024 Automated Workflows

We’re excited to introduce the Automated Workflows feature in LeadCenter.AI, the first fully automated CRM tailored for financial advisors. Unlike other CRMs, which rely on manual triggers and actions, LeadCenter.AI automates the entire process.

Workflows can be used in your advisory firm’s marketing, sales, and operations. For example, in sales, you can trigger automated personalized communication based on stage updates. In operations, workflows can streamline onboarding tasks for new clients, ensuring a smooth and consistent experience.

What You Can Do with LeadCenter.AI Automated Workflows

  • Automated Workflow Triggers: Automatically trigger workflows based on contact create or update, removing the need for manual intervention.
  • Automated Email, SMS, and Tasks: Automatically send emails, SMS messages, and create tasks without manual steps, ensuring timely communication and efficient task management.
  • Automated Targeting and Hyper-Personalization: Automatically segment your contacts using workflow filters and personalize your communications with shortcodes, ensuring each message reaches the right audience with relevant content.
  • Automated Contact Updates: Automatically update contact fields, including assigning a lead owner or updating other key information, to ensure your records are always accurate and that the right team members are informed.

How to Get Started

Navigate to the Workflows page and click on the New Workflow button to start automating your processes today. For more detailed instructions, simply click on the help button in the top right corner of the page.

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai. You can also book a demo by clicking here.

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.