| LeadCenter | Redtail | |
|---|---|---|
| Marketing | ||
| Automated Lead Capturing & Tracking | ✔ | ✘ |
| Seminar Management with Automated Registration | ✔ | ✘ |
| Fully Automated Workflows | ✔ | ✘ |
| Integrated Email Marketing | ✔ | ✘ |
| Integrated Text Message Marketing | ✔ | ✘ |
| Landing Page Builder | ✔ | ✘ |
| Website Builder | ✔ | ✘ |
| Sales | ||
| Integrated Calendar with Public Scheduler | ✔ | ✘ |
| Automated Appointment Reminders & Follow-Ups | ✔ | ✘ |
| Automated Client Review Reminder System | ✔ | ✘ |
| Integrated VOIP System | ✔ | ✘ |
| Fully Automated Workflows | ✔ | ✘ |
| Secure Client Portal for Document Upload & Financial Questionnaires | ✔ | ✘ |
| 360° Contact View | ✔ | ✘ |
| Automated Event Confirmations & Follow-Ups | ✔ | ✘ |
| Operations & Reporting | ||
| Integrated Financial Accounts Tracking | ✔ | ✔ |
| Production Tracking | ✔ | ✘ |
| Business Intelligence | ✔ | ✘ |
| Company & Advisor Commission Tracking | ✔ | ✘ |
| Real-Time Reporting & Dashboards | ✔ | ✘ |
With LeadCenter.AI, you don’t just get task reminders—you get real automation. Emails, texts, calls, lead assignments, and contact updates happen automatically, so you never have to worry about follow-ups falling through the cracks. Focus on building client relationships while LeadCenter handles the busywork.
LeadCenter.AI syncs with your calendar in real-time, offers public booking links, and automates reminders—no need for Calendly or Zapier. Clients can book appointments based on your live availability, and you receive instant updates. You stay organized without the hassle of managing multiple scheduling tools.
Hosting events shouldn’t be a logistical headache. LeadCenter.AI automatically creates event landing pages, registration forms, email confirmations, and reminders, and even tracks who engages. See which events bring in high-value clients with event performance reports and ROI tracking—all without manual data entry.
Say goodbye to spreadsheets and manual calculations. LeadCenter tracks your AUM, insurance production, and advisor commissions in real-time, giving you instant clarity on revenue and performance. Whether you’re an individual advisor or managing a team, you’ll always have accurate financial insights at your fingertips.
You shouldn’t need multiple tools to communicate with clients. With LeadCenter, you can send automated emails and texts, create targeted campaigns, and track engagement—all within your CRM. Your follow-ups stay consistent, personalized, and automated, so you never miss an opportunity.
Your business performance shouldn’t be hidden in spreadsheets. LeadCenter gives you live dashboards with real-time insights into advisor performance, pipeline health, and revenue trends. You get actionable data at a glance, so you can make smarter, faster decisions without running manual reports.
With LeadCenter.AI’s built-in VOIP, you can call clients directly from your CRM and automatically log every interaction. Recordings and transcriptions are saved under each contact, so you can review past conversations and improve your follow-ups—all without switching apps.
Easily export your contacts, notes, workflows, and historical interactions from Redtail. Our step-by-step Redtail Data Export & Migration Guide walks you through the process.
Our migration specialists handle the entire import process, ensuring your data is securely transferred with no disruptions to your workflow.
We provide hands-on training and setup assistance, helping your team quickly adapt to LeadCenter.AI's automation, reporting, and marketing tools.
Our dedicated support team is available to assist with any questions, ensuring that your firm maximizes the benefits of your new CRM.
"We migrated from Redtail in just a few days, and it was seamless. LeadCenter team handled everything while we focused on our business." – West Advisory Group
Redtail creates tasks—you do the rest. LeadCenter goes further by automating entire workflows: sending emails, texts, reminders, updating contact info, and more—without manual steps.
Yes. Our migration team transfers your full data set—including notes, history, activities, and custom fields—so you don’t lose anything.
Most firms fully migrate in 3 business days. Our team handles the entire process to minimize downtime.
No. We map your Redtail structure and help configure your LeadCenter environment based on how your firm already works—so you’re not starting from scratch.
We provide personalized onboarding, plus ongoing support and access to training materials. Most teams feel comfortable using LeadCenter within a few sessions.
Yes. We’re ISO 27001 and SOC 2 Type 2 certified, and built specifically with financial advisory compliance in mind.
