LeadCenter AI

CRM for Financial Advisors

Free · Designed for iPad

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 and stay on top of your tasks, appointments, and client relationships from anywhere. Key Features: - View your full calendar and task list. - Search and access your entire contact database. - Stay organized and up to date on the go. Put your marketing, sales, operations, and reporting on autopilot—with mobile access built for advisors.

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This update includes minor bug fixes and performance improvements to enhance your overall experience.

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.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Seller
      • Leadcenter AI Inc
    • Size
      • 49.6 MB
    • Category
      • Business
    • Compatibility
      Requires iOS 12.0 or later.
      • iPhone
        Requires iOS 12.0 or later.
      • iPad
        Requires iPadOS 12.0 or later.
      • iPod touch
        Requires iOS 12.0 or later.
      • Mac
        Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © All Rights Reserved By LeadCenter AI