Frequently Asked Questions

Everything you need to know about our CRM, automation tools, outreach engine, and add-ons, explained clearly and simply.

Every Mektra plan includes a fully integrated outbound system.

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That means CRM, cold email, dialers, automations, AI tools, and live reporting. One subscription. One login. No need to stitch together third-party platforms or pay for extra tools.

Plan Differences: Foundation vs. Growth vs. Enterprise

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Foundation:
Built for solo operators and early-stage teams. Includes up to 5 users, 5,000 contacts, CRM access, and core outreach tools.

Growth:
Ideal for scaling teams. Includes up to 20 users, 20,000 contacts, advanced automations, and monthly strategy sessions.

Enterprise:
Designed for high-volume teams. Includes up to 50 users, 50,000 contacts, full AI suite, compliance configs, Slack support, and weekly strategy sessions.

CRM Provided vs. Bring Your Own

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You don’t need your own CRM. Every Mektra plan includes a custom CRM environment that we set up and manage for you. If you're on the Enterprise plan, we can also integrate with Salesforce, HubSpot, or Pipedrive as part of a custom deployment.

Cold Email Domains

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You can use your own domain or choose burner domains managed by Mektra. We handle DNS configuration, inbox warm-up, and deliverability optimization to protect your sender reputation and improve inbox placement.

Cold Email and Calling Services

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We offer done-for-you outreach through our Cold Outreach Engine and SDR add-on. This includes list building, email writing, inbox warmup, cold calls, follow-ups, and booked meetings. Everything is managed inside your Mektra CRM.

Email Warmup and Domain Setup

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We set up DNS records, configure dedicated sending domains, and run warmup automations to improve deliverability. This helps your emails avoid spam folders and land in the inbox where they belong.

Can Mektra integrate with my existing tools?

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Yes. Mektra supports integrations with Slack, Google Calendar, Zoom, Stripe, Meta Ads, Zapier, and others. Enterprise clients can also connect custom tools, APIs, or CRMs with advanced setup.

What results should I expect in the first 30 days?

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Most clients see qualified leads, booked calls, and early pipeline momentum within 2–3 weeks. Results vary by market, offer, and outreach volume, but our system is built to deliver speed, scale, and ROI right out of the gate.

Support included with each plan

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Foundation: Email-only support
Growth: Email + Zoom strategy calls
Enterprise: Zoom, phone, and Slack support

All plans include onboarding help and campaign QA to make sure you start seeing results fast.

HIPAA compliance

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Yes. HIPAA compliance is available with our Enterprise plan. We support secure handling of sensitive client data for teams in healthcare, mental health, and other regulated industries.

AI tools and automations

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Yes. Mektra CRM includes AI features for automation, sales messaging, lead scoring, and more. Growth and Enterprise plans unlock advanced AI tools like GPT-4, Reviews AI, Funnel AI, and WhatsApp AI.

Founder-led dialing

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Founder-led dialing is a premium, Enterprise-only add-on that provides temporary access to our CEO, Daniel Munson. When available, he personally dials top-priority leads to validate markets, revive stalled deals, or inject high-level firepower into outbound. This is a limited, high-impact engagement—and pricing increases based on demand and availability.

What is the SDR Team Add-On?

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The SDR Team Add-On gives you trained reps who cold call leads, qualify prospects, and book meetings for you. Each rep can make up to 200 calls per day, with reporting and oversight handled by Mektra’s leadership.

SDR Team Add-On Pricing

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The SDR Team Add-On starts at $20,000/month for a team of 5 reps. Each additional rep is $5,000/month. This includes full management, custom scripts, dialers, and performance tools.

Solo SDR vs. Full Team

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We deploy SDRs in teams of five to ensure call volume, consistency, and oversight. If you need fewer reps, consider starting with our Founder-led Dialing add-on or booking a consultation to discuss custom options.

Launch Time After Signup

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Most clients are live the same day using our self-service setup. You'll get guided steps to configure your CRM, campaigns, and automations.

Prefer a done-for-you setup?
$500 for Foundation and Growth
$1,500 for Enterprise
Let us know after signup and we’ll handle it for you.

CRM Data Ownership



You own all of your data including contacts, sequences, call logs, reports, and campaign results. Foundation and Growth plans are hosted by Mektra. Enterprise clients can also choose to host on their own systems for more control.

Business Types and Professions

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Mektra is built for growth-focused professionals in 64+ industries. We support real estate agents, SaaS founders, mortgage brokers, consultants, and service-based sales teams. If your revenue depends on outbound sales, we help you scale it smarter.

Can I white-label the CRM?

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Yes, we offer white-label options for agencies and partners looking to brand the CRM as their own. If you're interested in reselling or bundling Mektra under your brand, schedule a Zoom meeting to discuss options.

What’s included in onboarding?

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We handle CRM setup, domain and DNS configuration, calendar and form integrations, warmup sequences, list imports, campaign builds, and performance dashboards. You’ll also get a 1:1 kickoff call to walk through workflows and answer questions.

Contract and commitment

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All plans are month-to-month unless noted. You can cancel anytime before your next billing date. No hidden fees. No long-term commitments.

Email deliverability protection

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We use domain warmup, custom DNS settings, verified sending lists, and rotating inboxes to protect your deliverability. Every system is set up to improve inbox placement and avoid spam filters.

Cold email content

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We provide AI-optimized cold email templates, sequences, and campaign copy. You can use them as-is, tweak them, or work with us to tailor the message for your audience.

Scalability

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Mektra is built to grow with you, from solo producers to full outbound teams. You can add users, contacts, inboxes, domains, and AI tools as needed without changing platforms.

Plan Changes

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You can upgrade or downgrade anytime based on your team size, usage, or goals. Plan changes take effect with your next billing cycle.

Our values

Driven by Integrity. Defined by Execution. Powered by Innovation.

Integrity

We don’t cut corners—ever. You get clear communication, honest guidance, and solutions built with your outcomes in mind.

Innovation

AI and automation are powerful—but only when applied with intent. We challenge the status quo and adapt fast, using what works and ditching what doesn’t.

Excellence

Execution is everything. We deliver with speed, precision, and relentless focus on ROI—not busywork, fluff, or bloat.

About Mektra

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Frequently Asked Questions

Our values

Driven by Integrity. Defined by Execution. Powered by Innovation.

Integrity

Innovation

Excellence

let’s collaborate

Let’s Build a Smarter Sales System

Optimize Smarter.
Sell More. Scale Faster.

Frequently Asked Questions

Every Mektra plan includes a fully integrated outbound system.

Plan Differences: Foundation vs. Growth vs. Enterprise

CRM Provided vs. Bring Your Own

Cold Email Domains

Cold Email and Calling Services

Email Warmup and Domain Setup

Can Mektra integrate with my existing tools?

What results should I expect in the first 30 days?

Support included with each plan

HIPAA compliance

AI tools and automations

Founder-led dialing

What is the SDR Team Add-On?

SDR Team Add-On Pricing

Solo SDR vs. Full Team

Launch Time After Signup

CRM Data Ownership

Business Types and Professions

Can I white-label the CRM?

What’s included in onboarding?

Contract and commitment

Email deliverability protection

Cold email content

Scalability

Plan Changes

Our values

Driven by Integrity. Defined by Execution. Powered by Innovation.

Integrity

Innovation

Excellence

let’s collaborate

Let’s Build a Smarter Sales System

Optimize Smarter. Sell More. Scale Faster.

Optimize Smarter.
Sell More. Scale Faster.