Pricing

Choose the perfect plan for your financial advisory practice.

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Save 20% with annual plans

Professional

US$100

US$60

per user / month

When you need a complete lead management (CRM) solution

Book a Demo

Records Unlimited
Users Multi User
View analytics and insights

Track phone calls
Track website forms submissions
Track leads from public calendar
Track leads from emails (Email Redirect)
Push leads via Zapier integration
CSV file import
Track leads by campaign channels, sources, and medium

Local virtual phone number $5 / month
Toll-free virtual phone number $10 / month
Local minutes $0.0425 / minute
Toll-free minutes $0.088 / minute
Call recording

Friendly public calendar at Bookmytime.ai
Create unlimited appointments
Google, Office 365, and Outlook calendars Integration Unlimited
Embed calendar in your website
Redtail CRM calendar Integration
Customize your public calendar link
Customizable appointment confirmation
Customizable email reminders
Customizable SMS reminders

Duplicates leads management
Email verification $0.025 / email
Phone look-up (carrier, caller name, phone type) $0.045 / lookup
Call transcription (conversation intelligence) $0.14 / minute

Custom lead stages and pipeline
Custom fields (User defined fields)
Custom workflow automation
Task management
Task reminders
Email notifications
Assign lead owners
Advanced lead filtering

Email templates
SMS templates
Dynamic personalization
Incoming / Outgoing SMS & MMS $0.03 / SMS
Two-way email sync
Automated email and SMS workflows
Email reply tracking
Email open and click tracking

Reporting dashboard
Track lead by source, stage, and medium
Pipeline Analytics
Linear and pie charts
Assign lead owners
Daily, weekly, and monthly leads report by email
Custom reports -

Zapier, access over 5000 app integrations
Redtail CRM
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Redtail Calendar
WordPress Contact form 7 plugin
WordPress Gravity forms plugin
WordPress WPForms plugin
WordPress Formidable forms plugin
WordPress Ninja forms plugin
WordPress Typeform plugin
WordPress Jetpack contact form plugin
WordPress Jotform plugin
Premium Integration: (Salesforce, etc.) $500 one time fee

Website builder $25 / month
Website themes
Landing page builder
Forms builder

Help center access
Email support
Phone support
Priority enterprise support -
Dedicated account manager -

Tailored onboarding -
Data migration support -
Technical consulting -
Product training -
Enterprise implementation program -
Assistance in building website, landing pages, and forms -

Enterprise

Contact Us

Customize without limits and access unrivaled support

Contact Us

Records Unlimited
Users Multi User
View analytics and insights

Track phone calls
Track website forms submissions
Track leads from public calendar
Track leads from emails (Email Redirect)
Push leads via Zapier integration
CSV file import
Track leads by campaign channels, sources, and medium

Local virtual phone number $5 / month
Toll-free virtual phone number $10 / month
Local minutes $0.0425 / minute
Toll-free minutes $0.088 / minute
Call recording

Friendly public calendar at Bookmytime.ai
Create unlimited appointments
Google, Office 365, and Outlook calendars Integration Unlimited
Embed calendar in your website
Redtail CRM calendar Integration
Customize your public calendar link
Customizable appointment confirmation
Customizable email reminders
Customizable SMS reminders

Duplicates leads management
Email verification $0.025 / email
Phone look-up (carrier, caller name, phone type) $0.045 / lookup
Call transcription (conversation intelligence) $0.14 / minute

Custom lead stages and pipeline
Custom fields (User defined fields)
Custom workflow automation
Task management
Task reminders
Email notifications
Assign lead owners
Advanced lead filtering

Email templates
SMS templates
Dynamic personalization
Incoming / Outgoing SMS & MMS $0.03 / SMS
Two-way email sync
Automated email and SMS workflows
Email reply tracking
Email open and click tracking

Reporting dashboard
Track lead by source, stage, and medium
Pipeline Analytics
Linear and pie charts
Assign lead owners
Daily, weekly, and monthly leads report by email
Custom reports

Zapier, access over 5000 app integrations
Redtail CRM
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Redtail Calendar
WordPress Contact form 7 plugin
WordPress Gravity forms plugin
WordPress WPForms plugin
WordPress Formidable forms plugin
WordPress Ninja forms plugin
WordPress Typeform plugin
WordPress Jetpack contact form plugin
WordPress Jotform plugin
Premium Integration: (Salesforce, etc.) $500 one time fee

Website builder
Website themes
Landing page builder
Forms builder

Help center access
Email support
Phone support
Priority enterprise support
Dedicated account manager

Tailored onboarding
Data migration support
Technical consulting
Product training
Enterprise implementation program
Assistance in building website, landing pages, and forms
features

Features by plan

Find the subscription that makes the most sense for your business

Professional

$60

Book a Demo

Enterprise

_

Contact Us

Professional

US$80

US$48

per user / month

When you need a complete lead management (CRM) solution

Book a Demo

Records Unlimited
Users Multi User
View analytics and insights

Track phone calls
Track website forms submissions
Track leads from public calendar
Track leads from emails (Email Redirect)
Push leads via Zapier integration
CSV file import
Track leads by campaign channels, sources, and medium

Local virtual phone number $5 / month
Toll-free virtual phone number $10 / month
Local minutes $0.0425 / minute
Toll-free minutes $0.088 / minute
Call recording

Friendly public calendar at Bookmytime.ai
Create unlimited appointments
Google, Office 365, and Outlook calendars Integration Unlimited
Embed calendar in your website
Redtail CRM calendar Integration
Customize your public calendar link
Customizable appointment confirmation
Customizable email reminders
Customizable SMS reminders

Duplicates leads management
Email verification $0.025 / email
Phone look-up (carrier, caller name, phone type) $0.045 / lookup
Call transcription (conversation intelligence) $0.14 / minute

Custom lead stages and pipeline
Custom fields (User defined fields)
Custom workflow automation
Task management
Task reminders
Email notifications
Assign lead owners
Advanced lead filtering

Email templates
SMS templates
Dynamic personalization
Incoming / Outgoing SMS & MMS $0.03 / SMS
Two-way email sync
Automated email and SMS workflows
Email reply tracking
Email open and click tracking

Reporting dashboard
Track lead by source, stage, and medium
Pipeline Analytics
Linear and pie charts
Assign lead owners
Daily, weekly, and monthly leads report by email
Custom reports -

Zapier, access over 5000 app integrations
Redtail CRM
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Redtail Calendar
WordPress Contact form 7 plugin
WordPress Gravity forms plugin
WordPress WPForms plugin
WordPress Formidable forms plugin
WordPress Ninja forms plugin
WordPress Typeform plugin
WordPress Jetpack contact form plugin
WordPress Jotform plugin
Premium Integration: (Salesforce, etc.) $500 one time fee

Website builder $25 / month
Website themes
Landing page builder
Forms builder

Help center access
Email support
Phone support
Priority enterprise support -
Dedicated account manager -

Tailored onboarding -
Data migration support -
Technical consulting -
Product training -
Enterprise implementation program -
Assistance in building website, landing pages, and forms -

Enterprise

Contact Us

Customize without limits and access unrivaled support

Contact Us

Records Unlimited
Users Multi User
View analytics and insights

Track phone calls
Track website forms submissions
Track leads from public calendar
Track leads from emails (Email Redirect)
Push leads via Zapier integration
CSV file import
Track leads by campaign channels, sources, and medium

Local virtual phone number $5 / month
Toll-free virtual phone number $10 / month
Local minutes $0.0425 / minute
Toll-free minutes $0.088 / minute
Call recording

Friendly public calendar at Bookmytime.ai
Create unlimited appointments
Google, Office 365, and Outlook calendars Integration Unlimited
Embed calendar in your website
Redtail CRM calendar Integration
Customize your public calendar link
Customizable appointment confirmation
Customizable email reminders
Customizable SMS reminders

Duplicates leads management
Email verification $0.025 / email
Phone look-up (carrier, caller name, phone type) $0.045 / lookup
Call transcription (conversation intelligence) $0.14 / minute

Custom lead stages and pipeline
Custom fields (User defined fields)
Custom workflow automation
Task management
Task reminders
Email notifications
Assign lead owners
Advanced lead filtering

Email templates
SMS templates
Dynamic personalization
Incoming / Outgoing SMS & MMS $0.03 / SMS
Two-way email sync
Automated email and SMS workflows
Email reply tracking
Email open and click tracking

Reporting dashboard
Track lead by source, stage, and medium
Pipeline Analytics
Linear and pie charts
Assign lead owners
Daily, weekly, and monthly leads report by email
Custom reports

Zapier, access over 5000 app integrations
Redtail CRM
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Redtail Calendar
WordPress Contact form 7 plugin
WordPress Gravity forms plugin
WordPress WPForms plugin
WordPress Formidable forms plugin
WordPress Ninja forms plugin
WordPress Typeform plugin
WordPress Jetpack contact form plugin
WordPress Jotform plugin
Premium Integration: (Salesforce, etc.) $500 one time fee

Website builder
Website themes
Landing page builder
Forms builder

Help center access
Email support
Phone support
Priority enterprise support
Dedicated account manager

Tailored onboarding
Data migration support
Technical consulting
Product training
Enterprise implementation program
Assistance in building website, landing pages, and forms
features

Features by plan

Find the subscription that makes the most sense for your business

Professional

$48

Book a Demo

Enterprise

_

Contact Us
Records
Users
Granular Access
Unlimited
Multi User
Unlimited
Multi User
Track phone calls
Track website forms submissions
Track leads from public calendar
Track leads from events
Track leads from emails (Email Redirect)
Push leads via Zapier integration
CSV file import
Track leads by campaign channels, sources, and medium
Local virtual phone number
Toll-free virtual phone number
Local minutes
Toll-free minutes
Send and Receive SMS
Call recording
$10 / month
$20 / month
$0.0425 / minute
$0.088 / minute
$0.06 / message
$10 / month
$20 / month
$0.0425 / minute
$0.088 / minute
$0.06 / message
Friendly public calendar at Bookmytime.ai
Create unlimited appointments
Google, Office 365, and Outlook calendars Integration
Embed calendar in your website
Redtail CRM calendar Integration
Customize your public calendar link
Customizable appointment confirmation
Customizable email reminders
Customizable SMS reminders
Unlimited
Unlimited
Duplicate leads management
Email verification
Phone look-up (carrier, caller name, phone type)
Call transcription (conversation intelligence)
$0.025 / email
$0.045 / lookup
$0.14 / minute
$0.025 / email
$0.045 / lookup
$0.14 / minute
Contact management
Custom lead stages and pipeline
Custom fields (User defined fields)
Custom workflow automation
Task management
Task reminders
Email notifications
Assign lead owners
Advanced lead filtering
Client Financial questionnaire
Secure public link for each contact
Push financial info to Redtail CRM
Two-factor authentication and SSL
Use your own domain
Events and seminars
Event organizers
Events list and calendar widget
All events formats
(In-person, Hybrid, Virtual and Webinars)
Attendee management and engagement
Predenfined email templates
Embeddable registration forms
Automated emails
Custom emails
Event Budgeting
Advanced Analytics & Reporting
Email templates
SMS templates
Dynamic personalization
Incoming / Outgoing SMS & MMS
Two-way email sync
Automated email and SMS workflows
Email reply tracking
Email open and click tracking
$0.03 / SMS
$0.03 / SMS
Client account management
Advisor commission management
Production tracking
Reporting dashboard
Marketing and lead management reports
Appointment performance reports
Compliance reports
Production reports
Daily, weekly, and monthly leads report by email
Custom reports
Zapier, access over 5000 app integrations
Redtail CRM
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange
Calendar Sync with Redtail Calendar
WordPress Contact form 7 plugin
Premium Integration: (Salesforce, etc.)
Website builder
Website themes
Landing page builder
Forms builder
$50 / month
$50 / month
$50 / month
$50 / month
$50 / month
$50 / month
Help center access
Email support
Phone support
Priority enterprise support
Dedicated account manager
Tailored onboarding
Data migration support
Technical consulting
Product training
Enterprise implementation program
Assistance in building website, landing pages, and forms

What is the difference between the Professional and Enterprise plans?

The Professional plan is designed for financial advisors who want to automate their marketing and sales processes, while the Enterprise plan is for those who need more customization and support. The Enterprise plan includes all the features of the Professional plan, plus custom reports, priority enterprise support, a dedicated account manager, tailored onboarding services, data migration support services, technical consulting services, product training, and an enterprise implementation program.

Do you offer a free trial?

Yes, we offer a free trial for 30 days. You can sign up for the trial on our website without any commitment or obligation to enroll in any plan.

Is there a limit to the number of leads I can generate or manage?

No, there is no limit to the number of leads you can generate or manage with Leadcenter.ai. However, the number of features available to you will depend on your plan.

What kind of support is included with each plan?

The support provided varies depending on the plan you choose:

  • Professional Plan: Help Center, Email support, and phone support during business hours.
  • Enterprise Plan: Priority enterprise support, dedicated account manager, and technical consulting services.

Regardless of the plan, we are committed to providing the best possible customer support experience. Our team is always available to assist you with any questions or concerns you may have.

Which pricing plan is right for me?

Choosing the right pricing plan depends on your business needs and goals. The Professional plan is suitable for individual financial advisors or smaller teams who want to automate their lead management and sales processes. The Enterprise plan is ideal for larger teams or organizations that require more customization, technical support, and onboarding services. If you're not sure which plan is right for you, feel free to contact our sales team for assistance.

Is there a minimum contract length?

No, there is no minimum contract length for Leadcenter.ai. You can cancel at any time.

Can I change my plan later?

Yes, you can upgrade or downgrade your plan at any time. The changes will take effect at the end of your current billing cycle.

What forms of payment do you accept?

We accept credit cards, including Visa, Mastercard, American Express, and Discover.
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