Momentum

Sales teams spend countless hours on manual tasks when they should be closing deals. Momentum changes this by bringing AI automation directly into your revenue process. This smart platform captures insights from every customer interaction—calls, emails, and meetings—then automatically updates your CRM, triggers workflows, and alerts the right people instantly.

Momentum works seamlessly with tools you already use like Salesforce, Slack, Zoom, and Gong. Instead of adding another platform to manage, it runs quietly in the background, turning conversations into structured data and actionable insights. Sales reps save hours of admin work daily while leadership gets real-time visibility into pipeline health, deal risks, and growth opportunities.

Momentum is an AI-powered Revenue Orchestration Platform designed to eliminate manual work from sales and customer success processes. Think of it as an intelligent assistant that listens to every customer interaction and automatically takes action based on what it hears.

The platform uses advanced AI to extract key information from sales calls, customer meetings, and email exchanges, then structures this data for immediate use. Unlike traditional conversation intelligence tools that just record and summarize, Momentum actively updates your Salesforce fields, creates tasks, sends notifications to team members, and triggers automated workflows.

Built for revenue teams of all sizes, Momentum integrates with existing sales stacks without requiring complex setup or extensive training. Companies like Zscaler, Ramp, and 1Password use Momentum to boost productivity by 3-10 hours per rep per week while gaining unprecedented visibility into their revenue operations.

Getting started with Momentum is straightforward and requires minimal setup. First, visit momentum.io and schedule a demo with their team to discuss your specific needs and use cases.

The platform integrates directly with your existing tools—Salesforce, Slack, Zoom, Google Meet, Gong, and others—without disrupting current workflows. Here's how it works:

• Connect your tools: Link your CRM, communication platforms, and meeting software

• Set up AI agents: Configure Deal Execution, Customer Retention, Coaching, and CRO agents based on your needs

• Define workflows: Create automated processes for updating fields, sending alerts, and triggering next steps

• Customize notifications: Choose how and when your team receives insights through Slack or email

• Monitor performance: Use executive dashboards to track pipeline health and team performance

Momentum works in the background during calls and meetings, automatically capturing insights and updating systems in real-time. Sales reps continue their normal activities while the platform handles administrative tasks like note-taking, CRM updates, and follow-up reminders. The AI learns your processes and becomes more effective over time.

Momentum offers comprehensive AI-powered features designed to streamline revenue operations and boost team productivity.

Core AI Agents:

• Deal Execution Agent: Automates post-call admin, updates Salesforce fields, saves notes, and syncs data to business intelligence tools

• Customer Retention Agent: Detects churn signals, identifies upsell opportunities, and triggers retention workflows

• AI CRO Agent: Provides executive insights, closed-lost analysis, and pipeline intelligence for leadership decisions

• Coaching Agent: Delivers real-time sales coaching, call scoring, and performance feedback

Key Features:

• Call Summaries: AI-generated overviews of every customer interaction with customizable formats

• Action Items: Automatic identification and creation of follow-up tasks in calendars and CRM

• Email Follow-ups: Personalized email drafts created instantly after calls

• Ask Momentum: Natural language queries about calls, accounts, and deals

• Deal Rooms: AI-powered Slack channels for each opportunity with automatic updates

• Workflow Automation: Custom triggers and notifications based on conversation insights

• Executive Briefs: High-level reports for leadership with key metrics and risk factors

Momentum offers three pricing tiers designed for revenue teams of different sizes and complexity needs.

Business Plan ($69/month per user): Perfect for growing teams, includes call summaries, action items, email follow-ups, basic AI signals, workflow automation, and Slack-based support. Features individual call analysis and basic CRM automation.

Transformation Plan ($99/month per user): Ideal for scaling organizations, adds executive briefs, advanced AI signals, premium support, and enhanced Ask Momentum capabilities that work across calls and accounts.

Enterprise Plan (Custom Pricing): Built for large revenue teams, includes all features plus white-glove onboarding, professional services, SSO integration, SLA guarantees, and dedicated AI engineering support.

Add-ons Available: Conversation Intelligence package ($30/month per user) adds note-taking bots, video library, and 99+ language translations. Startup teams with fewer than 10 GTM members receive 50% off Business or Transformation plans.