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About

DealsFlow is a conversational business operating system for small businesses. Flow, its AI operator, works through voice or text with shared clients, deals, tasks, calendar and business memory. Owners can retrieve and update records and initiate supported workflows from the conversation. Core is free for one person and one organization, without a trial clock. Optional paid employees add specialized capacity: Aurelius for growth and marketing, including content and campaign preparation, and Cassius for sales and customer relations, including prospecting, qualification and follow-up workflows. Connected execution depends on supported integrations and account availability. Julius and Seneca are coming soon; Augustus is in private pilot. Web, iOS and Android access are available.

About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small-business owners, founders and solo operators who want shared business records and AI-supported workflows in one workspace.

Audience

Financial advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$0 Core
Free Version
Free Trial

Pricing

$60/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DealsFlow
dealsflow.ai/

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Categories

Integrations

Axis LMS

Integrations

Axis LMS
Claim DealsFlow and update features and information
Claim DealsFlow and update features and information
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information