Momentum

Overview

• Meeting Intelligence
• Sales Workflow Automation
• AI Data Insights
• Revenue Intelligence
• CRM Automation
• Deal Analytics
• Sales Productivity
• Conversation Intelligence

Momentum is an AI-powered workflow automation tool designed for revenue teams who need to eliminate manual CRM updates and keep deals moving forward. It connects to call recordings (Gong, Chorus, Zoom), Slack channels, and email to extract deal insights, action items, and customer commitments, then automatically logs this information to Salesforce, writes follow-up emails, and sends Slack alerts when deals are at risk or need attention. People use Momentum because it saves 5-10 hours per rep per week on admin work, ensures CRM data is always current, and surfaces critical deal risks before it's too late.

Momentum shines in complex B2B sales with multiple stakeholders, deal review processes, and cross-functional collaboration in Slack. Teams see results fast, often achieving 95%+ CRM data quality within weeks of deployment while reducing time spent on manual updates by 80%. It fits smoothly into your tech stack by integrating with Salesforce, Slack, Gong, Chorus, Zoom, and email platforms for unified workflow automation. Momentum is not designed for simple transactional sales or basic call recording but focuses on automating complex deal workflows and keeping revenue teams aligned efficiently.

Momentum is recommended for B2B sales teams, revenue operations, and account executives managing complex deals who want to automate CRM updates, surface deal risks, and improve team collaboration on opportunities.

Company Size:

• Mid-Market
• Enterprise

• Automatic CRM field updates from call recordings and Slack conversations
• AI-generated follow-up emails based on meeting content and action items
• Real-time Slack alerts for deal risks, stalled opportunities, and blockers
• Meeting intelligence extraction (action items, next steps, commitments)
• Integration with Gong, Chorus, Zoom, Salesforce, HubSpot, and Slack
• Deal room summaries with AI-powered insights and recommendations

Momentum is an AI-powered workflow automation tool designed for revenue teams who need to eliminate manual CRM updates and keep deals moving forward. It connects to call recordings, Slack channels, and email to extract deal insights, then automatically logs information to Salesforce, writes follow-up emails, and sends Slack alerts when deals need attention. People use Momentum because it saves 5-10 hours per rep per week on admin work and ensures CRM data is always current.

Momentum shines in complex B2B sales with multiple stakeholders, deal review processes, and cross-functional collaboration in Slack. Teams see results fast, often achieving 95%+ CRM data quality while reducing manual update time by 80%.

Momentum offers subscription-based pricing starting at approximately $1,200/month for small teams with core automation features, scaling based on user count and advanced capabilities. All plans include CRM automation, Slack integration, and meeting intelligence, with higher tiers adding advanced analytics, custom workflows, and dedicated support. A 14-day free trial is available.

Starting Price: ~$1,200/month Trial: Available, 14 days of trial

Team

$1,200+ Per Month

It includes:

• Up to 10 users
• CRM automation (Salesforce, HubSpot)
• Slack integration
• Meeting intelligence
• Email follow-up generation
• Basic analytics

Growth

$2,500+ Per Month

It includes:

• Up to 25 users
• All Team features
• Advanced deal risk alerts
• Custom Slack workflows
• Priority support
• API access

Enterprise

Contact Sales

It includes:

• Unlimited users
• Custom workflow automation
• Advanced security & permissions
• Dedicated success manager
• SLA guarantees
• White-label options

Complexity: Intermediate

Momentum's implementation begins with Salesforce and Slack connection, call recording integration (Gong/Chorus/Zoom), and basic automation rule configuration within 1-2 days. For full deployment with custom workflows, expect 1-2 weeks to configure field mapping, set up Slack alert rules, train AI on your sales process, and establish team adoption best practices with change management support.

• Automatically update Salesforce fields from call recordings and Slack conversations
• Generate AI-powered follow-up emails based on meeting content
• Send real-time Slack alerts when deals are at risk or stalling
• Extract action items and customer commitments from conversations
• Eliminate 5-10 hours/week of manual CRM data entry per rep
• Keep revenue teams aligned with automated deal room summaries

Visit Website: https://momentum.io

Social:

• LinkedIn: https://www.linkedin.com/company/momentum-io/
• Twitter: https://twitter.com/momentum_io

From: ~$1,200/month Trial: Available, 14 days of trial

• Mid-Market
• Enterprise

Complexity: Intermediate

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