Momentum CRM

Automate 365 - Digital automation

to help grow, retain and upsell.

Target Prospects

Our CRM is designed for simplicity and effectiveness, streamlining your workflow with intuitive tools and user-friendly features. It helps you focus on high-potential prospects, build stronger relationships, prioritize leads, and drive business growth with confidence.

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Cross-Sell

Our innovative workflows provide comprehensive strategies and advanced tools to boost sales to your current customers. Use workflows to find new opportunities, tailor offerings, and enhance value, strengthening customer relationships and driving business growth.

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Retention

We design strategic marketing campaigns tailored to your agency, capturing customer attention and deepening engagement. By analyzing behavior and preferences, we create personalized experiences that boost loyalty and encourage renewal business.

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Customizable Reporting

Our customizable reporting feature enhances your CRM by offering tailored insights, helping you make informed decisions and achieve your business goals through flexible and precise reports.

Workflow Automations

Explore the future of efficiency with our workflow automations that enhance productivity, streamline processes, and drive growth. Seamlessly integrate with existing systems to adapt and scale with your business, ensuring support and success as you evolve.

Social Media Integration

Our native social media integration allows you to efficiently manage and engage with your audience across platforms, maintaining a consistent brand presence and swiftly responding to feedback in real-time.

Unlimited Contacts

Our CRM allows unlimited contacts, ensuring no lost opportunities and supporting your business growth without constraints.

Automated Mass Texting

Our automated mass SMS texting feature enables precise and reliable communication with prospects and customers, allowing you to personalize, schedule, and track messages effortlessly from a single platform, enhancing your communication strategy and fostering business growth.

Email Builder

Discover our innovative CRM system, featuring a state-of-the-art email builder crafted to propel insurance agencies to new heights. With seamless integration, this user-friendly tool revolutionizes communication, engagement, and business growth, empowering agencies to thrive.

Phone System

Our Phone System feature is an innovative tool crafted to optimize communication processes, providing a range of benefits for users striving for improved efficiency and connectivity. With its ability to effortlessly handle both outgoing and incoming calls, users can enjoy a cohesive and integrated communication experience within the CRM platform.

Custom Calendar

Online Appointment Booking feature seamlessly integrates with users’ calendars, eliminating scheduling conflicts and preventing double-bookings. The functionality extends beyond the CRM, syncing with popular platforms such as Google, Microsoft, and Apple, ensuring a unified and up-to-date view of all appointments across different devices and applications.

Onboarding, Training & Support

We provide free onboarding, detailed training, and ongoing support, customized to your package choice. Each package offers distinct assistance to ensure you maximize our services. Whether starting new or improving existing operations, our support team offers expertise for smooth integration and success.

Grow. Retain. Upsell.

Schedule a demo today to discover how Momentum CRM can automate your agency's processes, driving growth, enhancing retention, and boosting upselling opportunities.

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