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About

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

About

Pinlyx is an omnichannel AI CRM that brings social messaging, email, live chat, sales pipelines, automation, and publishing tools into one platform. The unified inbox can consolidate conversations from channels such as Telegram, WhatsApp, Instagram, X, Facebook Messenger, LinkedIn, TikTok, email, and website chat. AI agents and auto-responders can answer common questions, qualify leads, use company knowledge, and hand conversations off to human team members when needed. Pinlyx also includes contact management, deal pipelines, automation sequences, lead discovery, bulk messaging, templates, analytics, and revenue tracking. Its publishing tools let users schedule content across major social networks, while APIs, webhooks, MCP support, Zapier, and n8n integrations connect the platform with external systems. Pinlyx is designed for sales, support, marketing, and growth teams that want to manage customer conversations, lead generation, follow-up, and social publishing from a single workspace

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial advisors

Audience

Sales teams, support teams, marketing departments, agencies, creators, and small to midsize businesses that need a unified CRM for multichannel messaging, AI automation, lead management, and social publishing

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$60/month
Free Version Not Supported
Free Trial Supported

Pricing

$24.99/month
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Pinlyx
Founded: 2026
Turkey
pinlyx.com

Alternatives

monday CRM

monday CRM

monday.com

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Categories

AI CRM Supported
Financial CRM Supported

Categories

AI CRM Supported
CRM Supported

Integrations

Axis LMS Supported
Facebook Not Supported
Instagram Not Supported
Telegram Not Supported
WhatsApp Not Supported
X (Twitter) Not Supported

Integrations

Axis LMS Not Supported
Facebook Supported
Instagram Supported
Telegram Supported
WhatsApp Supported
X (Twitter) Supported
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim Pinlyx and update features and information
Claim Pinlyx and update features and information