Average Ratings 2 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

1stContact.ai revolutionizes CRM for SMBs by bringing together sales, marketing, and customer support tools into one seamless, AI-powered ecosystem. Its built-in assistant Jenny acts as your voice-enabled business co-pilot, automating tasks, managing pipelines, and launching multi-channel campaigns effortlessly. The drag-and-drop pipeline interface lets teams visualize deals in real time, while AI-powered lead scoring prioritizes prospects most likely to convert. Users can build websites, forms, and sales funnels with ease, supported by robust marketing automation that nurtures leads 24/7. The system also integrates natively with tools like Zapier, Stripe, Shopify, and Salesforce, ensuring your data flows smoothly across every touchpoint. 1stContact.ai includes advanced features like reputation management, unified messaging, and course creation to help businesses expand their offerings. Flexible pricing plans—from a free starter package to a fully white-labeled enterprise solution—make it accessible to teams at every stage. By combining automation, analytics, and AI, 1stContact.ai turns complexity into clarity for growing businesses.

Description

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

ActiveCampaign
Asana
Google Ads
Google Business Profile
Google Sheets
Instagram
Meta Ads
Microsoft Teams
Pipedrive
SalesForceSpeed
Stripe
TikTok
Trello
WhatsApp
X (Twitter)
YouTube
Zendesk
Zoho CRM
Zoom
monday CRM

Integrations

ActiveCampaign
Asana
Google Ads
Google Business Profile
Google Sheets
Instagram
Meta Ads
Microsoft Teams
Pipedrive
SalesForceSpeed
Stripe
TikTok
Trello
WhatsApp
X (Twitter)
YouTube
Zendesk
Zoho CRM
Zoom
monday CRM

Pricing Details

$67/month
Free Trial
Free Version

Pricing Details

$60/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

1stContact.ai

Founded

2025

Country

United States

Website

1stcontact.ai

Vendor Details

Company Name

LeadCenter.AI

Founded

2016

Country

United States

Website

www.leadcenter.ai/

Product 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

Product Features

Financial CRM

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

Alternatives

Alternatives