Get Instant Team Alerts—No Contact Required

Internal notifications for in-app, email, and SMS alerts now trigger even without a contact in the workflow. This feature supports event-based automations and ensures your team is notified instantly without the need for dummy contacts. 🚀 Automate. Scale. Grow with CreateMomento. Your all-in-one AI-powered platform to manage sales, marketing & customer engagement — fast, simple, […]

Rename Standard Contact Labels to Match Your Business Language

You can rename standard contact labels to any name you prefer, offering greater customization in your CreateMomento. Tailor the platform to better match your business needs and improve user adoption. 🚀 Automate. Scale. Grow with CreateMomento. Your all-in-one AI-powered platform to manage sales, marketing & customer engagement — fast, simple, and smart. ⬤ Transform your […]

Add Up to 4 Photos Per Estimate Line Item & Close Deals Faster

You can attach up to 4 photos per line item on an estimate, allowing customers to view them in a full-screen gallery. This feature helps clients make faster decisions and reduces disputes over product specifications. 🚀 Automate. Scale. Grow with CreateMomento. Your all-in-one AI-powered platform to manage sales, marketing & customer engagement — fast, simple, […]

Automate Google Contacts Inside Workflows—Zero Manual Updates Needed

https://youtu.be/C3mXE4ONa5Q You can automate Google Contacts directly in Workflows, syncing contacts and groups without manual intervention. Streamline processes like creating, updating, or adding contacts to groups instantly. Revolutionize Your Sales & Marketing with CreateMomento! CreateMomento is your all-in-one AI-powered platform designed to streamline sales and marketing tasks, saving you time, reducing errors, and boosting efficiency. […]

Streamline Document Creation with the New Content Library

The Content Library allows you to save reusable document elements for faster, consistent creation. Share blocks and pages across locations, ensuring uniformity in proposals and contracts. Revolutionize Your Sales & Marketing with CreateMomento!

Professional WordPress Maintenance & Security Services

HERO SECTION WordPress Care Plans & Monthly Maintenance Keep Your WordPress Website Secure, Updated, and Performing at Its Peak $250/month per website GET STARTED TODAY VALUE PROPOSITION SECTION Why Your WordPress Website Needs Professional Care Your website is the digital heartbeat of your business, but launching it is just the beginning. Without consistent monitoring, security […]

Transfer Bot Action

What Is This? Transfer Bot Action is a smart feature that lets you automatically move a customer’s conversation from one chatbot to another. This happens when certain conditions are met during the chat. Think of it like a receptionist who directs visitors to the right department – but it happens automatically! Why Would You Want […]

Conversation AI Auto Follow-up

Getting Started with Automated Follow-Up Messaging The Auto Follow-Up capability empowers your Conversation AI assistant to proactively reach out to contacts who have become unresponsive, gone silent, or specifically requested future communication. This functionality eliminates the burden of manual outreach and removes the complexity of creating intricate automation workflows. When prospects mention they’re currently unavailable, […]

Streamlined Payment Links: Support for Multiple Products

Bundle multiple one-time and recurring products into a single payment link to simplify checkout and boost revenue. Easily manage and track all sales under one link, streamlining your sales process and enhancing customer experience. #PaymentLink #ProductBundling #CheckoutSimplification #RevenueBoost #SalesManagement

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