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What is LeadCenter.AI?

Optimize your sales processes and improve your lead-to-client conversion rates by implementing a sales and marketing automation platform specifically designed for financial advisors. This cutting-edge tool will enable you to boost both the efficiency and impact of your outreach strategies, ultimately driving better results in your client acquisition efforts. By harnessing this technology, you can focus more on building relationships and less on administrative tasks.

What is Kreato CRM?

Kreato boosts sales effectiveness through its advanced Sales CRM Platform, powered by the cutting-edge Sales Acceleration AI called Axlerate. This indispensable Sales CRM provides sales teams with crucial resources for successful sales execution, offering features for managing the sales pipeline, developing engagement strategies, and automating various tasks. Simultaneously, Axlerate AI enhances the decision-making capabilities and operational efficiency of sales teams throughout the entire LOC (Lead-Opportunity-Closure) sales cycle, allowing for quicker and smarter sales strategies. It automatically enriches customer profiles with important details and optimizes lead distribution by intelligently directing incoming leads to the right sales representatives. Additionally, it effectively captures new leads from multiple channels, such as web forms, landing pages, emails, phone calls, and chat interactions, while also assigning tasks to sales representatives based on changes in pipeline events and status updates. The platform is further equipped to automatically generate and send regular reports to management, as well as to facilitate the delivery of personalized email sequences to customers based on predetermined schedules. Ultimately, this extensive array of tools is meticulously crafted to enable sales teams to maximize their performance and achieve their goals. With such powerful resources at their disposal, sales professionals can navigate challenges with confidence and drive their success to new heights.

Media

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Media

Integrations Supported

Axis LMS
Mailchimp Transactional Email (Mandrill)
MyOperator
Plivo
SendGrid
Unbounce

Integrations Supported

Axis LMS
Mailchimp Transactional Email (Mandrill)
MyOperator
Plivo
SendGrid
Unbounce

API Availability

Has API

API Availability

Has API

Pricing Information

$60/month
Free Version
Free Trial Offered?

Pricing Information

$25 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LeadCenter.AI

Date Founded

2016

Company Location

United States

Company Website

www.leadcenter.ai/

Company Facts

Organization Name

Kreato

Date Founded

2017

Company Location

United States

Company Website

www.kreatocrm.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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