+
+

Related Products

  • Pipedrive
    9,703 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • Sage Intacct
    7,935 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • Podium
    2,094 Ratings
  • ShareCRM
    42 Ratings
    Visit Website
  • SalesTarget.ai
    42 Ratings
    Visit Website

About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

About

Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors

Audience

Companies searching for a solution to manage their financial operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version
Free Trial

Pricing

$59 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

UGRU
Founded: 2011
United States
ugru.com

Alternatives

Alternatives

Simple Sales Tracking CRM

Simple Sales Tracking CRM

Simple Sales Tracking
Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
Sticky Advisor

Sticky Advisor

stickypages

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Axis LMS

Integrations

Axis LMS
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim UGRU and update features and information
Claim UGRU and update features and information