| Level 1 | Level 2 | Level 3 | |
|---|---|---|---|
| Monthly Price |
$50 per mo. |
$99 per mo. |
$250 per mo. |
| Number of Users | |||
| Additional Users | |||
| Campaign Management | |||
| Robotic Automation | |||
| Basic Workflows & Triggers Includes Renewals Basic, Pending Cancellations Basic, Expired Policies Basic, Birthdays Basic, New Business Welcome |
|||
| Self-Serve Renewals & Claims | |||
| Custom Workflow Management | |||
| Email Automation | |||
| Pipeline Feature (Lead Tracking) | |||
| Reporting Dashboard | |||
| 1 Hr Onboarding Call + Phone and Chat Support | |||
| Done For You Service | |||
| Get Started | Get Started | Get Started | |
Whether you're scaling up or just starting out, our CRM delivers the automation power your agency needs to thrive.
Get a demo today!
Automation Center (MAC)
Automate Your Servicing Touchpoints
Perfect for agencies of any size looking to automate tedious servicing communications, MAC 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.
MAC 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.
MAC+CRM (MAC+)
Automation Center + the Power of a CRM
MAC+ 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, MAC+ equips your team with the tools to drive real results.
MAC+ leverages a pre-built integration with Go High Level to power your agency’s most critical CRM actions.
Similar to the Automation Center, MAC+ plans also offer a complete “Done For You” service option, removing the learning curve and day-to-day CRM management from your plate.
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.
-
Included in Done For You
Core services
- Provide a white glove set up so you don’t need to learn the software
- Be your outsourced Automation Center & CRM team
- Implement proven automations from the Momentum Automations Playbook
- Make any ongoing edits and changes to your automations
Additional features
- Create automations for specific niches
- Create automations for specific producers
- Create automations for specific CSRs
- Implement SMS & Email actions in your workflows
- Import workflows from other CRM's as long as they fit in the D4U guardrails
- Map website intake forms into your AMS
- Copy edits to EM and SMS workflows
- Add, remove steps in a workflow
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Not Included in Done For You
D4U is not a fully custom software development service. It's designed to roll out a tested, reliable automation system — not to build from scratch.
- Create new triggers that don't exist inside of momentum (this would be classified as "custom work")
- Staff training on how to use the MAC and MAC+ (we have a support team for this)
- Support for other Momentum Products (AMS, RATE, etc)
- Major alterations to the D4U playbook automations
MAC
Momentum Automation Center
Automating the service side of your agency
MAC+CRM
Momentum Automation Center + CRM Features
Ideal for agencies who want to use a CRM to close new business
| Level 1 | Level 2 | |
|---|---|---|
| Monthly Price |
$250 per mo. |
$350 per mo. |
| Number of Users | 2 |
3 |
| Additional Users | $50 each |
$50 each |
| Everything in MAC | ||
| 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 @ $200/mo |
Starting @ $200/mo |
| Get Started | Get Started | |
Platform Integration Overview
See how MAC+ 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."
Start Where You Are. Scale as You Grow.
Join hundreds of agencies who trust MomentumAMP to streamline their operations and accelerate their growth.