Help Center

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.