Clients can securely upload documents via a public link, SMS, or email attachments, making the onboarding process a breeze. Your clients can submit their paperwork using their preferred method, enhancing their experience with your services.
Comprehensive User-Friendly Tools
Manage documents alongside primary notes, tasks, contact details, and more in one central dashboard. With eight intuitive ways to upload documents, our platform seamlessly integrates into your daily workflow.
Enhanced Integration with Redtail CRM
Push collected documents directly into your Redtail CRM, streamlining data sharing and improving client data accuracy. Say goodbye to manual data entry and hello to automation.
Client Trust and Compliance
With secure, organized document management, you can maintain compliance and reduce risks. Clients appreciate your organized approach to document management, improving their trust in your services.
Clients can easily upload documents via a secure public link, SMS attachments, or email attachments, providing multiple options for their convenience.
Absolutely. You can upload documents using primary notes, tasks, general notes, contact details, or our dedicated Documents Dashboard.
Yes, LeadCenter.ai seamlessly integrates with Redtail CRM, enabling you to push collected documents directly into your CRM for more efficient data management.
AI-Powered Sales & Marketing Automation For Financial Advisors.
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.
