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CRM and automations

Follow your clients, handle alerts and let messages send themselves.

By Momento · 8 articles
What the CRM is

How the CRM section is organized.

Active clients and payment cycles

How many clients you have and how they pay.

Sales and activity by membership

Which memberships are selling and who isn't using them.

Alerts

What your team needs to act on.

Create an automation

Rules that send messages, move clients and alert the team without you having to.

Automation templates

Start from a ready-made automation.

Situations, conditions and actions

Every building block you can use in an automation.

CRM FAQ

Drop-outs, copying automations, repeated messages and more.