Momentum
Automates sales calls, integrates CRM, streamlines workflows.
Key Takeaways
- What it is
- Automates sales calls, integrates CRM, streamlines workflows.
- Pricing
- $69 per user per month · $99 per user per month. Adds Executive Briefs and Ask Momentum for accounts on top of the Business plan · $30 per user per month
- Best for
- AI Call Notes
- CRM Integration
- Automated Workflows
- Rating
- 4.5/5
What is Momentum?
Momentum is a state-of-the-art AI tool designed to elevate sales processes through advanced automation and insightful analytics. Geared primarily towards sales teams, it redefines how interactions are logged, insights are shared, and sales activities are managed. By incorporating AI-driven features such as automated call notes, CRM synchronization, and actionable insights into sales workflows, Momentum ensures that all data is maximized for optimal results, making it an essential tool for sales leaders, representatives, and customer success teams.
Momentum distinguishes itself by integrating AI deeply into sales processes, transforming it from a mere tool into a core component of sales operations. Its capability to provide real-time, actionable insights directly within platforms like Slack and Salesforce makes it a leader in sales automation solutions.
Momentum excels in transforming sales operations through advanced AI-driven automation and insights. It is an invaluable tool for teams looking to improve efficiency, accuracy, and strategic execution in their sales processes. Its seamless integration with key platforms like Salesforce and Slack, combined with powerful AI capabilities, makes Momentum a top choice for sales automation.
Who is Using Momentum?
Sales Leaders
Leverage the tool to enhance visibility and efficiency across every deal.
Sales Representatives
Benefit from reduced manual administrative tasks, allowing more time for sales activities.
Customer Success Managers
Use it to manage customer transitions and interactions more effectively.
Revenue Operations Teams
Utilize AI insights to refine sales and operational strategies.
Uncommon Use Cases
Non-profits streamline donor engagement; universities manage alumni relations and fundraising efforts.
Key Features
Rating Breakdown
Pricing Plans
Business
$69 per user per month
- Includes AI features like call summaries, action items, email follow-ups, Retropilot, workflow automation, deal rooms, and notifications. Comes with Slack support and is built for automating CRM tasks and team collaboration
Transformation
$99 per user per month. Adds Executive Briefs and Ask Momentum for accounts on top of the Business plan
- Premium support included for enhanced insights and leadership-ready summaries
Enterprise
- Includes everything in the Transformation plan plus SSO, white-glove onboarding, and professional services for AI and automation. Designed for large teams with advanced security and support needs
Add-On
$30 per user per month
- Adds a note-taker and video library to any plan for better conversational insight
Startup Plan
- 50% off Business or Transformation plans for companies with fewer than 10 reps. Requires contacting Momentum directly to apply
Which Momentum plan should you pick?
Start with Business for core AI summaries and CRM automation, upgrade to Transformation for broader insights and coaching, and choose Enterprise for SSO, compliance, SLAs, and white-glove support.
Business
Good for revenue teams that need core AI features, CRM hygiene, Slack Deal Rooms, summaries, action items, and follow-ups.
Transformation
Good for teams that need executive briefs, AI coaching, analytics, and broader GTM insights.
Enterprise
Good for organizations requiring custom deployment, SSO, SLAs, compliance support, and white-glove service.
Momentum Use Cases
Automated call summaries
Momentum analyzes calls and generates summaries, action items, and key takeaways.
Outcome: Less manual note-taking and more consistent meeting follow-through.
CRM data automation
Momentum extracts information from calls and emails and updates Salesforce fields automatically.
Outcome: Cleaner CRM data with less rep administration.
Deal execution
Teams use Deal Rooms to coordinate stakeholders, share context, and manage opportunity actions.
Outcome: Faster cross-functional deal execution.
Customer-risk detection
Momentum detects churn risk, competitor mentions, objections, and missed follow-ups.
Outcome: Earlier intervention on at-risk accounts and deals.
Enablement and coaching
Momentum scores calls, tracks methodologies, surfaces Smart Clips, and produces rep scorecards.
Outcome: More scalable, data-backed coaching.
Workflow Ideas with Momentum
Meeting-to-CRM workflow
- 1Connect Momentum to Zoom or Google Meet and Salesforce.
- 2Analyze the meeting for summaries, action items, and CRM fields.
- 3Write approved or automatic extractions to Salesforce.
Deal-risk escalation workflow
- 1Define triggers for objections, churn risk, or missed next steps.
- 2Monitor calls and customer interactions for those signals.
- 3Notify stakeholders in Slack or Microsoft Teams and create follow-up tasks.
Post-call follow-up workflow
- 1Generate a summary and recommended next steps after a call.
- 2Create follow-up tasks in Salesforce, Asana, or another connected system.
- 3Send or review a follow-up email through the connected workflow.
How Momentum fits into your stack
Browser
Momentum provides a web app for account briefs, call libraries, upcoming calls, integrations, administration, and AI-generated revenue insights.
Team chat and tickets
Momentum operates inside Slack and Microsoft Teams, using Deal Rooms, Account Rooms, alerts, approvals, summaries, and collaborative workflow actions.
Knowledge and files
Users can upload recordings or transcripts for analysis, while Momentum captures files and images from Slack deal rooms into Salesforce opportunities.
Automation and APIs
Momentum connects CRM, calling, calendar, messaging, and sales systems, and exposes an API for ingesting meetings and transcripts using API keys.
Pros
- +Enhanced Efficiency: Significantly cuts down the time spent on manual data entry and sales note-taking.
- +Improved Data Accuracy: Ensures accurate and up-to-date sales data, which aids in better sales forecasting.
- +Scalable Coaching Tools: Facilitates more manageable and scalable sales coaching through automated summaries and insights.
- +Seamless Integrations: Integrates smoothly with popular tools like Slack and Salesforce, fitting well into existing workflows.
Cons
- −Learning Curve: New users may need some time to fully adapt to the tool’s comprehensive features.
- −Dependency on Integrations: Optimal efficiency is achieved when used in conjunction with supported platforms like Slack or Salesforce.
- −Cost Consideration for Small Teams: May represent a significant investment for smaller teams or startups.
Limitations & when to consider alternatives
Known limitations
- Enterprise-oriented pricing. Momentum lists paid Business and Transformation plans plus custom Enterprise pricing; free access is not listed as a standard tier.
- Implementation dependencies. Installation requires administrator access to Slack or Microsoft Teams, Salesforce, and relevant call-recording platforms.
- API access is not automatically enabled. Organizations must contact Momentum support to have API access enabled before generating an API key.
- Some integrations are still coming soon. The integrations page labels Google Calendar and Asana integrations as coming soon in its featured integration section.
- Recording availability depends on source systems. Momentum can only process calls made available through supported recording or conversation-intelligence integrations.
Look elsewhere when
- You need a dedicated native mobile app.
- Your team needs a free self-serve plan.
- You need model fine-tuning on proprietary data.
- You need a browser extension or downloadable desktop client.
How to Use Momentum
- 1
Complete the installation prerequisites
Secure administrator access to Slack or Microsoft Teams, Salesforce, and the call-recording tools Momentum will process.
- 2
Connect the revenue stack
Authorize Salesforce, calendar, calling, messaging, and other integrations from the Momentum admin app.
- 3
Invite users and assign roles
Use the onboarding checklist to invite teammates and assign appropriate organization roles.
- 4
Activate starter workflows
Enable AI Meeting Summary and Deal Risk Smart Clips, then customize their configuration.
- 5
Configure Autopilot
Select Salesforce objects and fields, define extraction conditions, and choose confirmation or automatic write behavior.
- 6
Create shared Deal Rooms
Start Deal Rooms for important opportunities, invite stakeholders, and use them to coordinate actions and Salesforce updates.
Who is Momentum For?
Sales teams
Momentum captures call insights, updates Salesforce, automates follow-ups, and helps teams execute deals.
Revenue operations
RevOps teams can configure integrations, workflows, CRM automation, and revenue data processes.
Customer success
Customer success teams can capture notes, identify account risk, and improve sales-to-CS handoffs.
Marketing
Marketing teams can use customer engagement insights, competitor mentions, and case-study candidate alerts.
Product teams
Product teams can receive automated product-feedback signals and analyze patterns across customer conversations.
Frequently Asked Questions
What plans does Momentum offer?
Momentum lists Business at $69 per user per month, Transformation at $99 per user per month, and custom-priced Enterprise.
Does Momentum offer a free trial?
Momentum says custom pilots and startup offers are available through its sales team.
Which CRMs does Momentum support?
Salesforce is the primary CRM integration, with real-time read/write support.
Does Momentum integrate with Slack and Microsoft Teams?
Yes. Slack is the default interface, while Microsoft Teams supports summaries and signals.
Does Momentum have an API?
Organizations can request API access, generate API keys, and call Momentum API endpoints using X-API-Key authentication.
What security controls does Momentum provide?
Momentum documents AES-256 encryption at rest, TLS 1.3 in transit, SSO, MFA, user roles, and SOC 2 Type 2 certification.
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