Introduction to The Momentum Engine

Welcome to The Momentum Engine (TME), a powerful CRM designed to streamline business processes, boost sales efficiency, and centralise communication. This walkthrough will guide you through its key features and functionalities, helping you maximise your business development efforts.

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Customisable Dashboard for Real-Time Insights

Upon logging in, you are greeted by the dashboard, which provides an overview of your key performance indicators (KPIs). The standout feature is its full customisation—you can tailor the dashboard to display the metrics that matter most to your business. Using a simple pencil icon, you can configure different chart types, integrate custom fields, and track everything from sales performance to marketing campaigns, including Google Analytics reports.

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Centralised Communication with the Conversation Panel

Managing customer interactions has never been easier with The Conversation Staff, which consolidates all emails, SMS, Facebook, Instagram, and live chat messages into a single interface. This ensures no enquiry goes unanswered, and different team members can be assigned to specific contacts with full communication tracking. This feature enhances efficiency and ensures your business stays on top of every lead.

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Comprehensive Contact Management

Your contacts database is the backbone of TME. Unlike other CRMs, The Momentum Engine does not impose storage limits, allowing you to manage an unlimited number of contacts. Advanced filters enable you to segment and target specific groups—such as identifying all contacts who have received recent marketing campaigns for re-engagement.

Each contact record includes detailed information such as name, email, phone number, business name, contact type, and source. The system also logs all communication, call records, and engagement tracking, providing a complete view of every customer relationship. Additional tabs allow you to manage tasks, notes, appointments, documents, and payments all in one place.

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Opportunity and Pipeline Management

The Opportunities tab is where your sales pipeline comes to life. This highly customisable feature allows businesses to create bespoke sales pipelines that align with their processes. The system enables real-time tracking of where each lead is in the pipeline and integrates seamlessly with automations to minimise manual admin.

For example, when a lead submits a web inquiry, an automated email with a calendar booking link can be triggered. Once the lead schedules a meeting, the CRM moves them to the “Call Booked” stage, ensuring smooth follow-ups. These automations eliminate repetitive tasks and save businesses countless admin hours.

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Payments and Financial Management

TME simplifies payment processing by allowing businesses to send invoices, set up recurring billing, manage subscriptions, and create direct payment links—all within the CRM. This all-in-one payment system enhances cash flow management and eliminates the need for multiple third-party tools.

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Marketing Automation and Social Media Management

The Marketing tab houses powerful tools, including:

• Social Planner – Schedule and publish posts across multiple social media platforms simultaneously.
• Email Campaigns – Build personalised email templates with built-in analytics to track engagement and conversions.
• Trigger Links – Monitor crucial links such as brochures, websites, and contact forms.

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TME also includes a funnel and website builder, allowing businesses to create custom pages using a simple drag-and-drop editor. This removes the need for separate website development platforms, making it easier to launch marketing campaigns directly from the CRM.

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‍Why Choose The Momentum Engine?

‍The Momentum Engine unifies essential business functions into a single, cost-effective platform. By integrating CRM, marketing automation, pipeline management, and payment processing, businesses can eliminate the need for multiple software subscriptions, ultimately saving thousands while improving operational efficiency.With full automation capabilities, communication tracking, and real-time insights, TME provides a scalable and customisable solution that empowers businesses to grow.

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‍Get Started Today

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