Beyond Automation: The AI-Powered Growth Platform with Built-In CRM for Financial Professionals
Built for agents and builders who want stronger follow-up, clearer pipeline visibility, and a simpler way to grow with AI-powered support, including Conversation AI and Voice AI.
Plans starting at $97/month · Monthly subscription
Usage-based charges apply for SMS, email, phone calls, and AI Employee features, including all AI-related usage.
Secure Stripe checkout. Billing begins immediately. Your account is activated after payment is confirmed, and you’ll receive an email to create your password.
- Keep every lead, contact, and conversation in one place.
- Use built-in Conversation AI and Voice AI to summarize calls, draft replies, and improve follow-up.
- Automate follow-up with email and SMS sequences and track engagement to prioritize outreach.
THE NEXT EVOLUTION OF GROWTH
Automation helped simplify tasks. But today’s financial professionals need more than reminders and workflows. They need faster response times, stronger consistency, better visibility into daily activity, and tools that support execution from first contact to follow-up.
ConnectHub PRO brings lead capture, follow-up, AI messaging, content that includes compliance-approved materials, and webinar tools into one connected system.
AI-powered features — including Conversation AI for email, SMS, and direct messages, Voice AI, and AI-assisted messaging — support faster responses and personalization.
- Move beyond basic automation with built-in AI support across your workflow.
- Improve responsiveness with Conversation AI and Voice AI capabilities.
- Give your business a platform that feels advanced, practical, and ready for real-world execution.
WHEN GROWTH RUNS THROUGH TOO MANY TOOLS
Most financial professionals are still trying to grow with systems that were never built for modern speed, consistency, and execution.
Leads arrive from multiple channels and fall through gaps. Scheduling becomes manual and error-prone. Messaging fragments across platforms, and repetitive tasks consume producer time. The result: fewer converted leads and slower growth.
Follow-up slips because reminders, conversations, and next steps live in too many places.
Opportunities are missed when leads sit across email, texts, forms, and social channels.
Communication becomes fragmented and slows momentum.
Repetitive manual work pulls time away from production and client follow-up.
New agents and builders often struggle to plug into a clear, duplicable system.
Automation, approved content, and communication often remain disconnected.
ONE PLATFORM FOR FOLLOW-UP, GROWTH, AND CONSISTENT EXECUTION
ConnectHub PRO brings together automation, AI-powered communication, content that includes compliance-approved materials, and practical workflow tools in one connected system.
Streamline follow-up with automation, Conversation AI, and clear next steps.
Use AI-enhanced communication tools to engage faster and stay responsive.
Manage pipeline and next steps from a unified dashboard.
Run with more consistency using proven systems, included approved content, and simple execution tools.
Built specifically for financial professionals, it centralizes leads, conversations, appointments, pipelines, and workflows so you can operate with more speed, consistency, and confidence.
Licensed agents focused on consistent production and better lead response
Builders who want simple, duplicable systems they can put to work quickly
Team leaders who want structure, consistency, and scalable execution in their own day-to-day workflow.
Professionals who want advanced tools and AI-assisted support without overwhelm
DASHBOARD
See today’s pipeline, captured leads, follow-ups, appointments, Conversation AI and Voice AI interactions, and webinars from one connected screen.
Designed for financial professionals, it gives you a practical system to manage daily activity, stay organized, and support a more consistent client experience.
CORE PLATFORM CAPABILITIES FOR FINANCIAL PROFESSIONALS
ConnectHub PRO combines the essential tools financial professionals need to capture leads, manage follow-up, automate outreach, schedule content, support live chat, and stay organized from one platform.
Lead Capture & Pipeline Organization
Capture and organize leads (CRM) with forms, funnels, and structured pipelines that keep next steps visible.
CRM: Lead and contact management with pipelines, notes, tasks, and integrations
Social Planner to plan, schedule, and publish social posts from one organized content calendar
Funnels, forms, and landing pages to capture and route leads
Pipelines, stages, and smart tags to organize opportunities
Clear visibility into pipeline movement and next steps
Automation & Follow-Up
Automate outreach and reminders to maintain consistent engagement without extra manual work.
Email Marketing to create and send campaigns that nurture leads, support follow-up, and keep you top of mind
Automated text and email sequences for leads and nurture
Task and reminder workflows to keep next steps visible
Reusable follow-up systems for consistent execution
Calendar-connected appointment workflows and confirmations
AI-Powered Communication
AI tools that improve responsiveness across channels while remaining simple to use.
AI Chatbot for Live Chat to support website conversations and respond faster to inquiries
Conversation AI for email, SMS, and direct messages
Voice AI to extend responsiveness
AI-assisted messaging for follow-up and outreach
Practical built-in AI support that is easy to use
Calendar & Appointment Workflows
Simplify scheduling, confirmations, and reminders to increase conversions and reduce no-shows.
Online scheduling pages connected to your calendar
Automated confirmations and reminders by text and email
Two-way conversations in a single inbox for SMS, email, and more
Tools that support booking-to-conversion workflows
Compliance & Content
Content library with compliance-approved materials
On-demand webinar registration, hosting, and replay automation
Secure Stripe billing and payment activation workflows
Structured content delivery to support client engagement
Visibility & Daily Execution
Stay organized with the visibility and structure needed to manage follow-up, pipeline activity, and daily priorities.
Pipeline and activity views for prospects and clients
Clear visibility into follow-up, status, and next steps
Organized workflows that support consistent execution
A practical system to keep priorities visible and on track
HOW IT WORKS
Subscription and activation in four clear steps.
1. Subscribe securely via Stripe
Complete your subscription through Stripe's secure checkout.
2. Payment confirmation
Your first payment is processed immediately and your subscription is created.
3. Account activation
After confirmation, we activate and provision your account for immediate access.
4. Email & password setup
You’ll receive an activation email with a secure link to create your password and sign in.
WHY USERS CHOOSE CONNECTHUB PRO
Designed for practical, AI-powered growth, ConnectHub PRO helps financial professionals stay organized, follow up faster, and operate with greater consistency from one connected platform.
Instead of juggling disconnected tools, Growth and Performance users get one advanced platform with Conversation and Voice AI for stronger client communication, automation for faster responses, and on-demand webinar tools to engage and convert prospects.
One connected system
Replace scattered tools with one place for leads, conversations, appointments, and approved content.
Faster, more consistent follow-up
Use automation, Conversation AI, Voice AI, and AI-assisted messaging to respond faster and stay on track.
Included approved content and webinar tools
Use content that includes compliance-approved materials and on-demand webinar tools in one organized system.
Built for practical daily execution
Get powerful features built for modern growth in a platform that stays easy to use.
SIMPLE, TRANSPARENT PRICING
Choose the package that fits how you want to grow
Start with the platform built for stronger follow-up, smarter execution, and daily consistency — or move up to an expanded package with greater capacity and advanced business tools.
Payment is processed immediately through secure Stripe checkout. Your ConnectHub PRO account is activated after payment confirmation, and you’ll receive an email to create your password and log in.
Usage-based charges apply for SMS, email, phone calls, and AI Employee features, including all AI-related usage.
QUESTIONS, ANSWERED
ConnectHub PRO is built for financial professionals who want stronger follow-up, better consistency, and a more modern way to grow.
Which AI features are included in Growth?
Growth includes Conversation AI (email, SMS, DM) and Voice AI.
What does Performance include?
Performance includes everything in Growth plus document signing, community, membership, reputation management, Google Messaging, QR Code tools, 3 users, and higher contact capacity.
Can I start with Growth and upgrade later?
Yes. Accounts can be upgraded via billing and your data will be retained.
Which plan includes document signing?
Performance includes document signing and secure e-signatures.
Which plan includes community, membership, and reputation management?
Performance includes Community, Membership, and Reputation Management features.
Which plan includes Google Messaging and QR Code tools?
Performance includes Google Messaging and QR Code tools.
How is billing handled?
Billing is processed securely via Stripe and takes effect immediately upon confirmation. Usage-based charges may apply for SMS, email, calls, and AI usage.
MOVE BEYOND AUTOMATION
ConnectHub PRO gives you the structure, automation, built-in AI, and approved-content tools to run a more consistent, professional financial business with less friction.
Plans starting at $97/month
Your account is activated after payment confirmation, and you’ll receive an email to create your password and access your platform.
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