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About

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

About

audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers.

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

Financial service providers seeking a solution to improve their business processes and 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

No information available.
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

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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

audius
Germany
www.audius.de/en/software/industry-solutions/audius-finance

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Mortgage Quest

Mortgage Quest

Market Focus
Sticky Advisor

Sticky Advisor

stickypages
Epicor Financials

Epicor Financials

Epicor Software

Categories

Categories

Integrations

Axis LMS
Microsoft Dynamics 365

Integrations

Axis LMS
Microsoft Dynamics 365
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
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Claim audius:Finance and update features and information