Managed Business Automations
Capture inquiries, send approved follow-ups, maintain a clearer lead pipeline and reduce repetitive administrative work. MeridianCrest Co.'s managed automation memberships are billed monthly and configured around your business's compatible tools and approved workflows.
Capture Essentials — $299/month
Up to one eligible inquiry source, an automated acknowledgment, two permission-based email follow-ups, a lead log, weekly activity report, and up to 250 processed new inquiries per month. Standard onboarding and one approved adjustment per month included.
View Capture Essentials details
Growth Automation — $599/month
Up to three inquiry sources, five permission-based email follow-up steps, booking handoffs, an organized pipeline, a weekly report and up to 1,000 processed new inquiries per month. Standard onboarding and up to two approved adjustments per month included.
View Growth Automation details
Operations Pro — $999/month
Up to five eligible intake sources, eight email follow-up steps, lead routing, appointment email reminders, activity reporting up to three times weekly and up to 2,500 processed new inquiries per month. Includes onboarding and up to four approved adjustments per month.
How membership onboarding works
- Purchase or inquire about the plan that matches your operation.
- Complete onboarding so we can confirm compatible tools, workflow requirements, and permissions.
- Review and approve the setup scope and messaging.
- We configure, test, and hand off the agreed workflows before they go live.
Before buying: Third-party software and messaging expenses may be separate. Service setup is dependent on your accounts, access, technical compatibility and approved scope; no sales results are guaranteed. Subscriptions recur every month until canceled in accordance with the applicable membership terms.