CRM and pipeline
Lead stages, ownership, and pipeline movement across the business in one place.
System spine
One control layer for the business behind the scenes.
The Platform gives you the same operating engine that powers CreateMomento engagements, but in a version your team can drive directly when you want the flexibility to move in-house.
Platform view
Pipeline, conversations, automations, and oversight
Lead capture
Inbox and SMS
Pipeline stages
Automation rules
8.4k
Contacts
42
Automations
6
Active inboxes
3
Pending handoffs
Routing health
Explore all features
What do you want to accomplish?
Find tools to look after your customers, organize your work and take the next step.
27 features
AI Assistants 5
Ask AI
Your AI assistant inside CreateMomento. Catch up on customer history, prepare content and carry out supported tasks with a plain-language request.
Explore featureAI Receptionist & Voice Agents
Answer routine questions, collect caller details and book appointments with a configured AI receptionist in CreateMomento. Give complex requests a clear path to your team.
Explore featureAI Chat & Customer Conversations
Answer familiar questions, collect lead details and help customers book through connected messaging channels. Start with replies your team reviews, or configure automatic responses for defined conversations.
Explore featureAI Content & Brand Tools
Use AI drafting assistance and saved brand references in CreateMomento. Start with your audience and facts, then shape the output into content worth sharing.
Explore featureAI Knowledge Base
Organize approved website content, FAQs and documents for connected AI tools in CreateMomento. Test which sources they find and keep the information current.
Explore featureSales & Communication 5
CRM & Contact Management
Bring customer details, conversation history and follow-up tasks together in CreateMomento, so your team can pick up where the last conversation left off.
Explore featureAppointment Scheduling
Let customers choose an available time, share the details you need and receive appointment updates. Keep booking connected to your team’s calendar and customer records.
Explore featureSales Pipelines
Track sales opportunities by stage, owner and value in CreateMomento. Give your team a shared view of active deals and the follow-up each one needs.
Explore featureUnified Inbox
Bring supported customer messages into one shared workspace. Read the context, involve the right teammate and reply through the connected channel in CreateMomento.
Explore featureMobile Workspace for Teams
Find contacts, review conversations and update opportunities from a supported mobile app connected to CreateMomento. Give your team useful context between visits and meetings.
Explore featureMarketing & Websites 8
Reputation & Review Management
Ask for honest reviews, keep up with feedback and prepare thoughtful replies in CreateMomento. Build a consistent process from invitation to response.
Explore featureEmail Marketing
Create newsletters, segment recipients and plan email follow-up in CreateMomento. Keep messages relevant and give readers a clear next step.
Explore featureSocial Media Planner
Draft, review and schedule social posts in CreateMomento. Organize your calendar, adapt each message and keep your team clear on what goes out next.
Explore featureForms, Surveys & Quizzes
Collect inquiries, gather feedback and build scored quizzes in CreateMomento. Give your team useful context and give each visitor a clear next step.
Explore featureFunnels & Landing Pages
Build a focused landing page and the steps that follow in CreateMomento. Connect your offer, inquiry form and booking path so visitors know what to do next.
Explore featureWebsite & Blog Builder
Build service pages and publish helpful articles in CreateMomento. Keep information current and give visitors a clear way to contact your team.
Explore featureWebinar Funnels
Connect registration, viewing instructions and follow-up in CreateMomento. Help people reach your live presentation or recorded session, then give them a useful next step.
Explore featureEvents & Registration
Bring event details, RSVP or ticket registration, attendee records and follow-up into CreateMomento. Help your team prepare for the people coming, from first signup to arrival.
Explore featureCommerce & Delivery 6
Payments, Invoices & Subscriptions
Send clear invoices, organize recurring billing and follow payment status in CreateMomento. Give customers a clear request and your team a record to work from.
Explore featureProposals, Contracts & E-Signatures
Prepare proposals, request electronic signatures and follow document progress in CreateMomento. Keep the scope, signers and next step clear for everyone involved.
Explore featureCourses & Memberships
Organize lessons, package course access and guide learners to their next step in CreateMomento. Build a useful program your team can support and keep current.
Explore featureCommunities
Bring discussions, updates and learning together in a CreateMomento community. Help members find the right conversation and give your team a clear way to manage participation.
Explore featureOnline Stores
Build a focused online store in CreateMomento. Present your products, guide customers through checkout and keep order details ready for the people handling delivery.
Explore featureAffiliate & Referral Management
Organize affiliate campaigns, referral links and commission records in CreateMomento. Give partners clearer information and your team a practical review process before payouts.
Explore featureOperations & Data 3
Dashboards & Reporting
Build focused dashboards and reports in CreateMomento. Review inquiries, appointments and sales activity so your team can decide what to do next.
Explore featureCustom CRM Records
Organize the things your business manages alongside the people you serve. Custom records in CreateMomento connect relevant details, relationships and supported workflows.
Explore featureIntegrations & Data Connections
Bring supported lead sources, calendars and external events into a defined CreateMomento workflow. Choose what moves, where it belongs and how the team checks the result.
Explore featureWhat is inside
A platform built to support capture, communication, automation, and operator visibility.
Inbox and communications
SMS, email, and conversation visibility with cleaner routing and follow-up control.
Automation engine
Workflows, triggers, reminders, and operational logic that remove repetitive manual tasks.
Reporting and control
Dashboards, logs, and oversight so the system can be trusted and improved over time.
Why it matters
The platform is the spine. The public site, AI systems, and operator workflows all sit on top of it.
Website and funnel capture
Messaging and follow-up
Scheduling and handoff
Pipeline and client lifecycle
Automation triggers and rules
Reporting and performance visibility
Who it is for
Teams that want the engine without needing a full done-for-you engagement.
- Operators who want control of the system and the pace of implementation.
- Teams with some internal execution capacity but a need for stronger infrastructure.
- Businesses that want to graduate into deeper management or implementation later without switching stacks.
ENTRY
From $97/month
Same engine underneath. The difference is who is driving and how much support you want wrapped around it.
FAQ
The questions that usually come up before taking the wheel.
It is the most flexible entry point for self-directed teams, but it also works as the system spine underneath implementation and managed services.
Yes. That is part of the point. The stack is designed so teams can move from DIY into implementation or management without rebuilding the whole operating layer.
Yes. The platform gives you the underlying infrastructure that supports AI-driven communication, automation, and workflow management.
Support depends on the level you choose, but the platform path is designed for teams that want ownership with guidance rather than full done-for-you operations.
Ready to take control
Get the engine and drive from one system.
If you want the CreateMomento operating layer without a full done-for-you engagement, The Platform is the right place to start.