Your pipeline, managed by AI.
Every call, text, and campaign automatically creates and updates CRM records. AI qualifies your leads, moves deals through your pipeline, and ensures nothing falls through the cracks.
Marcus Rivera
Oakmont Property Group
$4,200
Service requested
Emergency HVAC Repair
Zero manual data entry. Ever.
Every inbound call, text message, and campaign interaction automatically creates and updates records in your CRM. Your team never has to type a name, number, or note again.
Auto-created records from all channels
Calls, texts, emails, and campaigns all feed into a single customer record automatically.
AI-powered lead scoring
Every lead is scored based on urgency, job size, and engagement so your team focuses on what matters most.
Smart follow-up reminders
AI schedules follow-ups at the perfect time and reminds your team so no lead goes cold.
Sales Pipeline
Active deals this month
Marcus Rivera
Oakmont Property Group
Recent Activity
AI Voice Call — Emergency HVAC repair
2 hours ago
SMS — Appointment confirmed
Yesterday
Campaign — Maintenance plan email opened
3 days ago
4 jobs
completed
$12,400
lifetime value
One view of every customer.
See every call, text, email, job, and payment in a single unified profile. No more switching between tools or digging through spreadsheets to find customer history.
Full conversation history
Every call transcript, text thread, and email is logged and searchable on the customer profile.
Service history & property details
Past jobs, equipment details, and property info are all linked so your team has full context on every call.
Revenue per customer tracking
See lifetime value, average job size, and payment history at a glance for every customer.
Three steps. Zero data entry.
Every interaction creates a record
Every call, text, and campaign auto-creates a CRM record with full contact details, service needs, and conversation history.
Marcus Rivera
Auto-created from AI Voice Call
Phone
(555) 234-8901
marcus@oakmont.com
Service
Emergency HVAC Repair
Property
Oakmont Plaza, Unit 14B
AI Call Summary
Commercial property manager requesting emergency HVAC repair. Unit is down during business hours. Needs same-day dispatch.
Jobs, follow-ups, and invoices in one place
From first contact to completed job, everything is managed in a single system. Follow-ups are automated, invoices are tracked.
Job Timeline
Marcus Rivera — Emergency HVAC Repair
See what's working with built-in reporting
Track revenue, conversion rates, and pipeline growth over time. Every metric updates in real time as your AI handles calls, books jobs, and closes deals.
Pipeline Revenue
Last 7 months
10x
Faster follow-ups
AI responds to leads in seconds, not hours
24/7
Always available
never miss a call, text, or booking again
100%
Leads captured
nothing falls through the cracks
Everything you need.
Nothing you don't.
Find leads before
your competitors do
Merrion's AI scans permits, directories, and buying signals to surface companies that need your services — then finds the right contacts to reach out to.
Oakmont Property Group
Commercial Real Estate
Marcus Rivera
Facilities Director
Sarah Chen
Operations Manager
James Wu
Procurement Lead
Upcoming
Sarah Mitchell
ConfirmedDeep Clean · Mar 27, 10:00 AM
James Cooper
PendingConsultation · Mar 28, 2:30 PM
Linda Zhao
ConfirmedAC Repair · Mar 29, 9:00 AM
Book jobs without the back-and-forth
Merrion lets customers book directly from your AI conversations. Available slots sync with your team's calendar so there are never double-bookings or missed appointments.
BookingInvoice INV-00003
Issue date
Jan 22
From
Merrion HVAC
600 Mountain Ave
To
Lisa Chen
14 Elm Street
Invoice INV-00001
Issue date
Feb 18
From
Merrion HVAC
600 Mountain Ave
To
Marcus Rivera
Oakmont Plaza
Get paid faster with auto-invoicing
Merrion generates and sends invoices the moment a job is completed. Customers pay online, and every payment is tracked on the customer record automatically.
InvoicingReady to let AI manage your pipeline?
Set up your Smart CRM in minutes. Every lead captured, every deal tracked, every follow-up automated — without lifting a finger.
Starting at $49/mo · No contracts