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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
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
ActiveCampaign
Yes
Asana
Yes
Calendly
Yes
Chrome OS
Yes
Facebook
Yes
Google
Yes
Google Ads
Yes
Google Business Profile
Yes
Google Meet
Yes
Google Sheets
Yes
Integrations
ActiveCampaign
No
Asana
No
Calendly
No
Chrome OS
No
Facebook
No
Google
No
Google Ads
No
Google Business Profile
No
Google Meet
No
Google Sheets
No
Pricing Details
$67/month
Free forever plan starts at $0 a month, then the Professional is at $67 a month and our Enterprise Unlimited plan is at $197 a month. Discounts are available for annual subscriptions.
Free Trial
Yes
Free Version
Yes
Pricing Details
$60/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
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
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
