+
+

Related Products

  • Pipedrive
    12,537 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • ActiveCampaign
    17,400 Ratings
    Visit Website
  • Creatio
    589 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • InfoFlo
    196 Ratings
    Visit Website

About

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

About

Customize all you want within Zixflow, to make sure we fit the needs of your business. Drive engagement and conversion using outreach channels your audience loves. Choose any of these channels based on your preference, and automate conversations without any effort. Set up cadences to automatically send messages and follow-ups to nurture your leads. Build an automated workflow in minutes to save hours for repetitive work and focus more on high-value activities, like closing more deals. Craft AI-driven Leadbots that interact with your website visitors and capture their contact details for a steady supply of leads.

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

Businesses searching for a platform to engage more leads

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version Not Supported
Free Trial Supported

Pricing

$19 per month
Free Version 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

Zixflow
United States
zixflow.com

Alternatives

monday CRM

monday CRM

monday.com

Alternatives

iSales CRM

iSales CRM

IT IDOL Technologies
HubSpot CRM

HubSpot CRM

HubSpot
monday CRM

monday CRM

monday.com

Categories

AI CRM Supported
Financial CRM Supported

Categories

AI CRM Supported
CRM Supported

Integrations

ActiveCampaign Not Supported
Airtable Not Supported
Axis LMS Supported
Gmail Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
LinkedIn Not Supported
Microsoft Outlook Not Supported
Outreach Not Supported
Pabbly Connect Not Supported
Pipedrive Not Supported
Twilio Not Supported
Typeform Not Supported
Workers by Delos Not Supported
Zapier Not Supported

Integrations

ActiveCampaign Supported
Airtable Supported
Axis LMS Not Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
LinkedIn Supported
Microsoft Outlook Supported
Outreach Supported
Pabbly Connect Supported
Pipedrive Supported
Twilio Supported
Typeform Supported
Workers by Delos Supported
Zapier Supported
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim Zixflow and update features and information
Claim Zixflow and update features and information