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Whether you're scaling up or just starting out, our CRM delivers the automation power your agency needs to thrive.
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Automation Center 

Automate Your Servicing Touchpoints

Perfect for agencies of any size looking to automate tedious servicing communications, Automation Center delivers the essential tools you need to work smarter from day one. With campaign management, email automation, and built-in basic workflows, it helps you organize outreach and stay on top of every opportunity—without the complexity of a full CRM.

Automation Center enables you to automate critical aspects of your servicing department, including renewals, claims, cancellations, expired policies, birthdays, and new customer welcome sequences.

All  plans also offer a fully managed “Done-For-You” service, where we handle all automations on your behalf.

Features & Pricing
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Automation Center + CRM

Automation Center + the Power of a CRM

Automation Center + CRM takes everything in the Automation Center and layers in powerful CRM features that help you work faster and smarter. From cross-selling and inbound lead processing to customizable intake forms, producer-specific pipelines, and integrated review management, it equips your team with the tools to drive real results.

Automation Center + CRM leverages a pre-built integration with Go High Level to power your agency’s most critical CRM actions. It also offer a complete “Done For You” service option, removing the learning curve and day-to-day CRM management from your plate.

Features and Pricing
Book a Demo
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Introducing "Done For You"

Done For You (D4U) is a service offered by Momentum that removes the complexity and effort of managing automations and your CRM. Your agency gets a pre-built playbook of proven automations, workflows, and integrations — all set up and managed by us. You can tailor the D4U playbook within our supported guardrails to match your agency's needs.

Request Done For You Service

We know most agents aren't tech gurus. Simply tell us what you want, and we'll make it happen.

Pricing & Features

Choose between Automation Center and Automation Center + CRM plans
Level 1 Level 2 Level 3 Level 4
Monthly Price
$50
 per mo.
$99
 per mo.
$250
 per mo.
$350
 per mo.
Product Type
Automation Center
Automation Center
Automation Center + CRM
Automation Center + CRM
Number of Users
2
5
5 Automation Center and 2 Automation Center + CRM
5 Automation Center and 2 Automation Center + CRM
Additional Users
$25 each
$50 each
$50 each
$50 each
Campaign Management
Robotic Automation
Renewals Basic
Pending Cancellations
Expired Policies
New Customers
Happy Birthdays
Servicing Tasks
Self-Serve Renewals & Claims
Custom Workflow Management
Email Automation
Pipeline Feature (Lead Tracking)
Reporting Dashboard
Cross Selling Automations
Inbound Lead Nurturing
Momentum Edge Lead Nurturing
Customizable Pipelines
Google Reviews
Website Form Integration
Missing Quote Info Reminder Pre-Built Workflows
Quote Reminder Pre-Built Workflows
Underwriting Reminder Pre-Built Workflows
Momentum Automation Playbook Templates
List Uploads & Bulk Lead Nurturing
Pipeline Automation Templates
Power Dialer
Silent Voicemail Drops
Trigger Links
Calendar Integration
1 Hr Onboarding Call + Phone and Chat Support
Done For You Service
Starting at $200/mo
Starting at $200/mo
Starting at $200/mo
Starting at $200/mo
  Get Started Get Started Get Started Get Started

Platform Integration Overview

See how Automation Center + CRM integrates to deliver unified automation, visibility, and reporting across your entire customer journey.

Done For You Program

  • Use Momentum's Playbook
  • Fully managed workflows
  • Remove learning curve and headaches
  • Implement proven workflows

CRM Integration

  • Customer data sync
  • Pipeline management
  • Fully-built AMS Integrations
  • Easy-to-understand triggers
  • Momentum team support

Power of Go High Level

  • Utilizes the Go High Level suite of technology
  • Silents voicemail drops
  • AI tools & features
  • Call, email & text all in one place

"MomentumAMP unifies automation, CRM visibility, reporting, and sync—delivering value at every stage of the customer journey."
 
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