30-Day Trial Included with every Plan with Setup Fees. Try our 30-Day Trial Plans.
All-in-One CRM for Desktop & Mobile.
Grow faster and work smarter.
No additional fees or upgrades — get a complete CRM from day one with our Standard & Growth plans.
Track deals, automate follow-ups, and nurture leads in one place.
It’s the smarter, simpler way to stay connected and grow from anywhere.
Automate Smarter with Merchant Automation CRM.
With Merchant Automation CRM for Desktop & Mobile, every plan includes powerful workflow automations to save time and streamline tasks. Upgrade to our Growth Plan and unlock AI Employees — your always-on digital workforce that works 24/7 alongside your team.
What is a CRM?
Think of a CRM (Customer Relationship Management) as your team’s memory. It keeps who your customers are, what was said, and what happens next in one tidy place, on desktop at the office and mobile on the go.
One customer record: notes, emails, texts, calls, files, are all managed together in one place.
Follow-ups on autopilot: reminders, sequences and tasks so you never forget.
Deal pipeline: drag-and-drop stages that show where every sale is.
Faster replies: templates and quick-send from desktop or phone.
Simple reporting: see revenue, win rate and where you’re stuck.
Real-world results (first 90 days)
Typical gains when teams switch to Merchant Automation CRM.
- 40–60% Faster first response Auto-routing & notifications
- 10–25% Fewer no-shows Reminders & easy reschedule
- +2–5 pts Higher close rate Consistent follow-ups
- 1.5–3 hrs Saved per user/week Fewer manual tasks
- 15–30% More reviews captured Timed requests post-job
- Same-day Invoicing on won deals Templates & instant send
Ranges are directional; outcomes vary by enquiry volume, sales cycle, and team size.
FAQ
Did we miss something? Ask us in chat or book a 15-minute walkthrough.
What makes Merchant Automation CRM different from other CRMs?
You get a complete, ready-to-use CRM on day one—Desktop & Mobile—with workflow automations included in every plan. If you choose the Growth plan, you can also add our AI Employee to handle routine tasks 24/7.
Is there a separate mobile app?
Yes. The Mobile app mirrors the core desktop features—contacts, pipeline, tasks, automations, messaging, and notifications—so you can work anywhere without switching tools.
Do I need paid add-ons to unlock key features?
No. The Standard & Growth plans include the CRM, pipelines, automations, email/SMS messaging tools, basic templates, and reporting. Growth adds the AI Employee on top.
Can I import my existing contacts and deals?
Absolutely. You can import contacts, companies, and pipeline stages from CSV. If you’re moving from another CRM, we’ll guide you on field mapping and deduping.
Does it integrate with my email, calendar, and phone?
Yes. You can connect your email and calendar so messages and meetings sync to the CRM. We also integrate with popular SMS and VoIP providers so calls/texts can be logged to the right contact.
How do automations actually help me day-to-day?
Common examples:
• Auto-reply to new enquiries and book meetings
• Assign the lead to the right owner and set follow-ups
• Move deals between pipeline stages based on outcomes
• Send post-meeting thank-you emails & invoices
• Tag customers and trigger nurture sequences
What is the AI Employee and who can use it?
The AI Employee (Growth plan) is a digital coworker that can respond to common enquiries, escalate hot leads, draft follow-ups, and handle repeatable workflows under your rules—freeing your team for higher-value conversations.
Can I customise pipelines, fields, and templates?
Yes. Create custom pipelines/stages, add custom fields to contacts/deals, and edit email/SMS templates. Most setup takes minutes and requires no code.
Is it suitable for multi-user or multi-location teams?
Yes. Use roles & permissions to control access, share pipelines across teams, and report by user or location.
How is my data secured?
We use industry-standard encryption in transit and at rest, role-based permissions, and regular backups. We support GDPR requirements and can provide a DPA on request.
Who owns my data, and can I export it?
You own your data. Export contacts, deals, and key records to CSV anytime.
What does onboarding look like?
Typical onboarding includes: import, pipeline setup, connecting email/calendar/SMS/VoIP, and a few starter automations (lead capture → auto-reply → assign → follow-up).
Do I have to sign a long contract?
No long lock-ins. Choose monthly or annual billing. You can upgrade/downgrade plans as your needs change.
