# LeadCenter AI — CRM for Financial Advisors

> CRM for Financial Advisors (iPhone/iPad app by Leadcenter AI Inc.)

- Source: https://appshunter.io/ios/app/leadcenter-ai/id6745128765 (this page in markdown: same URL + `.md`)
- Developer: [Leadcenter AI Inc](https://appshunter.io/developer/1810895524)
- Category: Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 46 MB
- Languages: English
- Released: 2025-05-12
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/leadcenter-ai/id6745128765/reviews.md

## What is LeadCenter AI?

LeadCenter.AI is the all-in-one CRM built for financial advisors—now available on mobile.

Access your calendar, manage notes, record meetings, and stay on top of your tasks, appointments, and client relationships from anywhere.

Key Features:


- Dashboard Analytics — View new leads, appointments kept, new clients, production metrics, and AUM summaries at a glance.

- Calendar — Browse your schedule in day, week, or month view with support for Google, Outlook, Redtail, and LeadCenter calendars.

- Contacts — Search, sort, and access your entire contact database. Add new contacts, call, or email directly from the app.

- Tasks — Stay on top of your to-dos with Inbox, Today, and Upcoming task views.

- Notes — Create and manage rich-text notes with categories, templates, and contact linking. Add threaded comments and @mention team members to keep everyone in the loop.

- AI Voice Transcription — Tap "Listen & Transcribe" to convert speech to text in real time while creating notes—powered by AI.

- Meeting Recorder — Start a quick meeting from anywhere in the app. Record audio with a live waveform, add participants, and associate recordings with contacts or appointments.

- Notifications — Never miss an update with in-app notifications and @mention alerts.


Put your marketing, sales, operations, and reporting on autopilot—with mobile access built for advisors.


## Version history (last 5 releases)

### 1.2.9 — 2026-04-19

Calendar: You can now view other team members' calendars independently by deselecting your own calendar from the calendar selector.

Contacts: Contact cards now display address information for a more complete contact overview.

### 1.2.8 — 2026-03-17

Quick meeting fixes and Recent meetings feature

### 1.2.6 — 2026-02-19

Enhancements and bug fixes on quick meeting

### 1.2.5 — 2026-02-16

- Notes — Create, edit, search, and organize rich-text notes with categories, templates, and contact linking.


- AI Voice Transcription — Dictate notes hands-free with real-time AI-powered speech-to-text.


- @Mentions & Comments — Mention team members in notes and comments to send instant notifications.


- Quick Actions Menu — New expandable action button for instant access to create meetings, contacts, and notes.


- Improved Navigation — New "More" drawer for quick access to Tasks, Notes, Notifications, and Profile.


- UX Enhancements — Polished error handling, refreshed profile screen, and smoother animations throughout.

### 1.2.3 — 2026-02-03

Quick Meeting Recorder: Record your meetings directly from the app. Start recording with one tap from any contact or appointment.

## Apps similar to LeadCenter AI

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Advisors Excel Events](https://appshunter.io/ios/app/advisors-excel-events/id6444706203) | — | Free | Business |
| [Nexelus](https://appshunter.io/ios/app/nexelus/id975710765) | 5.0 (2) | Free | Business |
| [1P Sales Lead](https://appshunter.io/ios/app/1p-sales-lead/id1555184368) | — | Free | Business |
| [AE Summit](https://appshunter.io/ios/app/ae-summit/id6450679620) | — | Free | Business |
| [Triad Experiences](https://appshunter.io/ios/app/triad-experiences/id6748648618) | — | Free | Business |
| [Founders Financial](https://appshunter.io/ios/app/founders-financial/id1354459698) | — | Free | Business |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-14.*