Generate more LEADS
Close more DEALS

Performance Marketing & Lead Generation
for Financial Advisors.

Book a free workshop
Oryxcloud lead capturing and intelligence platform

+165%

leads last 30 days
Phone calls convert at 10 times the rate of digital leads.
before oryxcloud
after oryxcloud

Key Features

call tracking

Call Tracking

Call tracking software attributes (or matches) incoming phone calls to your marketing channels and tactics. This helps you measure the success of advertising campaigns while fine-tuning marketing strategies and spend.

Centralized Lead Management Dashboard

Centralized Lead Capturing and Management

Let your representatives collaborate to progress leads coming through different mediums like phone, email, chats, and web forms.

Conversation Intelligence & Analytics

Conversation Intelligence
& Analytics

Boost sales productivity with deep, personalized customer insights.
Financial Advisors that develop customer insights can increase sales productivity as much as 40%.

Voicemail Transcription

Call and Voicemail Transcription

Keep a written record of your calls. Special patterns like phone numbers and digits are appropriately formatted. Simply skim the transcription to gather the key details in a few seconds.

Easy CRM integration

Easy CRM integration

Attach lead details and call metadata such as recordings, messages, duration, time of call, and more to your software or an off-the-shelf CRM like Salesforce & Redtail.

free website templates

Compliance Friendly
Call Recording

Maintain compliance with your encrypted voice recordings with secure storage.

Pricing

(Save up to 30% on annual plans)

lead-capturing-and-lead-intelligence-pricing
Free

Advanced features and control of your brand

Start For Free
Premium

Advanced features and control of your brand

Start For Free
Lead Management Center
Price per Month $0 $20 per User
Leads / Month 500 Unlimited
Call Tracking *Lead center is required
Price per Month $25
Local Numbers 3
Local Minutes 500 *Local call minutes: 0.0425 / minute above monthly limit
Toll free minutes: 0.088 / minute above monthly limit
Call Recording
Lead Validation *Lead center is required
Price per Month $20
Email Validation 500
Phone Look-up (Carrier info, Caller Name, Customer Type) 100
Conversation Intelligence *Lead center is required
Price per Month $25
Call Transcription Minutes 100
Form Tracking *Lead center is required
Price per Month $0 $10
Form Submissions 100 Unlimited
Forms 1 Unlimited
Chat Tracking *Lead center is required
Price per Month $0 $10
Chat Submissions 100 Unlimited
Email Tracking *Lead center is required
Price per Month $0 $10
Email Submissions 100 Unlimited
Integration
Zapier
Redtail
Premium Integration: (Salesforce, etc.) $100
Additional Usage
Local Numbers $5.00
Local Minutes $0.0425
Toll-free Numbers $10.00
Toll-free Minutes $0.088
Call Transcription Minutes $0.14
Email Verification $0.025
Phone Look-up (Carrier info, Caller Name, Customer Type) $0.03
Support
Support by email
Support by phone
Guaranteed same day response
Free Assistance in Setting up and training
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