Agencies don't fall behind because of a lack of effort—they fall behind because their systems keep them reactive. The Basic plan is great for simple reminders, but the Paid Plan is the engine that drives your entire operation.
1. Single-Step vs. Multi-Step Workflows
With the Basic plan, you can automate single steps (like one birthday email), but you cannot automate a process.
Upgrading allows you to build Full Sequences.
Example: Instead of just sending an email, a Custom Workflow can:
1. Send the email.
2. Wait 3 days.
3. Check if the client replied.
4. If not, assign a Task to an agent and send a text message.
2. Connect Every Part of Your Agency
The Paid plan adapts to your process, not the other way around. It connects to real data inside your AMS.
- Internal Tasks: Route tasks to the right person automatically.
- Pipeline Moves: Automatically update Opportunity stages.
- Data Updates: Post notes and update tags without lifting a finger.
- Webhooks: Fire data to external systems.
- Renewal Routing: Filter actions based on renewal percentage increases.
- Loss Runs: Automate requests for loss runs.
- X-Dates: Trigger sales sequences based on competitor expiration dates.
3. The Investment vs. The Return
For just $99 a month, you stop being a "Notification Tool" and start running an "Operational Engine".
If this system saves your team from manually tracking just one renewal, or catches just one missed cross-sell opportunity per month, it has already paid for itself.
Ready to Upgrade?
Unleash the full power of Momentum Automation Center today!
1. Log in to your Momentum Automation Center account.
2. Navigate to Subscriptions (under the Username Dropdown).
3. Select an appropriate plan and subscribe.
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