Claimed

LeadCenter.AI Pricing Overview

LeadCenter.AI at a glance

Choose the perfect plan for your financial advisory practice.

LeadCenter.AI has 1 pricing edition that is a free trial.

Name	Price	Features
Professional	Free Trial1 Users Per Month	When you need a complete lead management (CRM) solution. Lead Tracking Calendar and Public Scheduling Lead Intelligence & Data Enrichment Lead Management Lead Nurturing & Engagement Reporting & Analytics Virtual Phones Show More

LeadCenter.AI pricing & plans

Free Trial is available

Pricing information for LeadCenter.AI is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase LeadCenter.AI must be conducted with the seller.

Pricing information was last updated on October 10, 2024

Top Rated LeadCenter.AI Alternatives

Redtail Technology

(157)

4.3 out of 5

Visit Website

LeadCenter.AI Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Maximizer Base Edition	$65.003 User Per Year	Advanced Contact Management Lead & Opportunity Handling Task Management Microsoft Outlook Integration 100% In-House Support *Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. Show More
Redtail Technology Launch Plan	$39.001 User Per Month	Basic CRM including: Contact Management Document Storage Contact and Account-Level User Defined Fields Multiple Methods for Client Segmentation Account Management Compliant Note Entry and Archiving Activity, Custom Export, Mail Merge, and Note Templates Shareable, Customizable Calendaring Automated, Customizable Reports Customizable Database Lists Customizable Email Notifications and Dashboard Reminders Sales Pipeline Tracker Seminar/Event Management Mobile App Deep Industry Integrations Complimentary Database Conversions SSL Security Orion Client Portal Stress Test Risk Score Proposal Generation with New Account Opening Show More
Wealthbox CRM Basic	$59.00Per Month	Price is per user / month when billed annually Contacts 1 CRM Workspace 1 Opportunity Pipeline 2 GB File Storage Customizable Groups Contact & Household Management Contact Segmentation Tags Task Management Opportunity Management Calendar Workflows Projects Reports Custom Fields Activity Stream Coworker Notifications Administrative Controls Mobile App Companion Partner App Integrations Compliant Note Archiving Permissions & Visibility Bank-Level Security Session Timeout 2-Factor Authentication SOC 2 Compliant Customer Support Help Desk Live Help Data Portability CRM Migration Assistance Video Tutorial Library Knowledge Base Q&A Two-Way Calendar Sync Chrome Extension for Gmail Bcc Email Forwarding Show More

Various alternatives pricing & plans

Free Trial is available

Pricing information for the above various LeadCenter.AI alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

LeadCenter.AI Categories on G2