LeadCenter AI
CRM for Financial Advisors
Free · Designed for iPad. Not verified for macOS.
All-in-One CRM for Financial Advisors. Put your marketing, sales, operations, and reporting on autopilot.
LeadCenter.AI is the all-in-one CRM built for financial advisors—now available on mobile.
Access your calendar, manage notes, record meetings, and stay on top of your tasks, appointments, and client relationships from anywhere.
Key Features:
- Dashboard Analytics — View new leads, appointments kept, new clients, production metrics, and AUM summaries at a glance.
- Calendar — Browse your schedule in day, week, or month view with support for Google, Outlook, Redtail, and LeadCenter calendars.
- Contacts — Search, sort, and access your entire contact database. Add new contacts, call, or email directly from the app.
- Tasks — Stay on top of your to-dos with Inbox, Today, and Upcoming task views.
- Notes — Create and manage rich-text notes with categories, templates, and contact linking. Add threaded comments and @mention team members to keep everyone in the loop.
- AI Voice Transcription — Tap "Listen & Transcribe" to convert speech to text in real time while creating notes—powered by AI.
- Meeting Recorder — Start a quick meeting from anywhere in the app. Record audio with a live waveform, add participants, and associate recordings with contacts or appointments.
- Notifications — Never miss an update with in-app notifications and @mention alerts.
Put your marketing, sales, operations, and reporting on autopilot—with mobile access built for advisors.
Ratings & Reviews
Troy AI is now in the LeadCenter app. Ask about your leads, pipeline, tasks, appointments, notes, accounts, and events, and the answer appears as Troy writes it.
- Open Troy from the button on the home screen, or from More.
- Choose Instant or Thinking mode.
- Attach an image or a PDF, insert a template, or dictate your question with Speak AI.
- Reopen past chats anytime.
Also fixed an issue where Speak AI could repeat the same dictated text.
The developer, LeadCenter AI, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Leadcenter AI Inc
- Size
- 50.4 MB
- Category
- Business
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © All Rights Reserved By LeadCenter AI
