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Momentum Review

Momentum
Momentum

RevOps Automation Platform

Claim the ProductGet Momentum
Momentum helps revenue teams by transforming customer conversations into actionable insights to drive growth and retention. It achieves this by using AI to extract data from calls and emails, automating CRM updates and notifications, and providing summaries and analysis to key stakeholders.
AI Data Insights
AI Deal Intelligence
Prospect Insights
Workflow Automation
AI Meeting Notes
Account-Based Selling
+4 more
Ask aboutMomentumMomentum
Need expert help? Talk to ColdIQ
Momentum Core Capabilities
AI summaries save notes automatically
Automated Salesforce data updates
Tasks and email follow-ups suggested
Links
Visit Website
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Pricing
From$69.00/yr
BillingPer seat
TrialAvailable
Who is Momentum for?
Scale-ups
Mid-market
Enterprise
Is Momentum easy to use?
Who uses Momentum?
Jonathan Kvardfordt
Sumit Nautiyal
Alan Ruchtein
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What are Momentum alternatives?

Gong
Gong
Revenue Intelligence Platform
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Pricing: Starting at Pricing not listed; talk to sales.
Trial: No pricing info on the website
AI Data Insights
AI Deal Intelligence
Prospect Insights
Market Intelligence Tools
Sales Agents
Revenue Intelligence Platforms
Chorus (ZoomInfo)
Chorus (ZoomInfo)
Turn More Sales Conversations into Revenue
View
Pricing: Starting at Pricing not listed; talk to sales.
Trial: Available, trial length not specified.
AI Meeting Notes
AI Meeting Recorders
Fireflies
Fireflies
Free Meeting Recording & Transcription
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Pricing: Starting at $10.00
Trial: Trial isn't available.
AI Deal Intelligence
AI Meeting Notes
Meeting Assistants
AI Meeting Recorders
AI Note-Taking Tools
Salesloft
Salesloft
The leading sales engagement platform
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Pricing: Starting at Pricing not listed; talk to sales.
Trial: Trial isn't available.
Email Sender
Sales Agents
Lead Generation Agents
Cold Outreach AI Agents
AI Sales Enablement Agents
AI SDR
Fathom
Fathom
Never take notes on a video call again
View
Pricing: Starting at $14.00
Trial: Available, 30 days of trial.
AI Deal Intelligence
AI Meeting Notes
AI Meeting Recorders
Financial Reporting & Analytics
Conversation Intelligence Software
Revenue
Revenue
RevOps Sales Engagement and Conversation Intelligence
View
Pricing: Starting at Pricing not listed; talk to sales.
Trial: Trial isn't available.
AI Customer Success
AI Sales Coaching
AI Sales Enablement
AI Sales Forecasting
AI Sales Training
Conversation Intelligence Software
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Real-time verified B2B data APIs.

Real-time B2B data access
Verified company and profile data
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What is Momentum

Momentum is an AI-powered revenue orchestration platform designed to capture and structure data from every customer interaction. It automates updating CRM fields in real time, ensuring clean data and better insights without extra manual work. Users rely on it to get instant, shareable sales call highlights and streamline their go-to-market (GTM) process. This tool shines in sales and customer success when teams need quick summaries, task automation, and clear routing of deal updates. Results show up fast, with real-time data updates and AI-driven follow-ups that save time and improve deal progression. Momentum helps teams move faster and reduce manual admin work from the first call to renewals. Momentum fits smoothly into the GTM tech stack, integrating with Salesforce, Slack, and soon Microsoft Teams, enhancing CRM data, communication, and workflow automation. However, it’s not a standalone meeting recorder or analytics platform; its strength lies in automating data capture and execution within revenue operations, not replacing broader analytics or call recording tools.

Ideal Customer Profile

Momentum is recommended for sales and customer success teams who want to save time by automating call notes and CRM updates, improve data quality, and move deals faster. Companies like those led by Nate Follen and João Dias trust Momentum to turn every customer interaction into clear, actionable insights.

Scale-ups
Mid-market
Enterprise

Key Features

AI summaries save notes automatically
Automated Salesforce data updates
Tasks and email follow-ups suggested
Real-time CRM field updates
Deal rooms spin up automatically
Slack notifications route insights instantly

Pricing

Momentum offers three annual plans starting at $69 per user: Business for seamless collaboration and CRM automation, Transformation at $99 per user with AI-driven pipeline and retention insights, and Enterprise with custom pricing for advanced CRM extraction, executive reports, and premium support. The Business plan includes sales call summaries, email follow-ups, and action item automation, while Transformation adds churn detection, upsell signals, sentiment analysis, and workflow automation. Enterprise delivers tailored features, enhanced security compliance, and dedicated service for entire teams.

Starting price$69.00
TrialAvailable

Business

$69.00

Per User, Annually

It includes

  • collaborate seamlessly
  • CRM hygiene autopilot
  • sales call summaries
  • email follow-ups
  • action items
  • CRM extraction calls

Transformation

$99.00

Per User, Annually

It includes

  • pipeline AI insights
  • customer retention agent
  • churn detection signals
  • upsell detection
  • sentiment analysis
  • automated workflows

Enterprise

Contact Sales

Per Team, Annually

It includes

  • custom pricing
  • full CRM extraction
  • executive insights
  • premium support
  • security compliance
  • workflow automation

How simple is Momentum setup?

Complexity
Senior

Momentum requires planning and structured onboarding, involving your team to define data workflows and integrate CRM fields for real-time updates. Multiple stakeholders collaborate over several days to automate processes and enable AI-driven revenue orchestration effectively.

Frequently Asked Questions

How to use Momentum?
Connect Momentum to your CRM and communication tools to auto-capture sales calls, generate summaries, and automate workflows for better productivity.
How much is Momentum?
Pricing starts at $69/user/month for Business, $99/user/month for Transformation, and custom plans for Enterprise. Add-ons like Conversation Intelligence are $30/user/month.
Why choose Momentum?
Momentum automates call data capture, ensures CRM hygiene, and delivers AI-driven insights to boost pipeline and streamline revenue operations.
How does Momentum work?
Momentum extracts structured data from calls, updates your CRM in real-time, routes insights, and automates tasks to accelerate deal execution.
Is Momentum free?
Momentum is a paid platform with no free tier. It offers trials and demos to explore features before purchasing.
How to learn Momentum?
Access Momentum’s help docs, webinars, and AI Transformation Sessions to quickly onboard and master the platform.
What are Momentum alternatives?
Alternatives include Gong, Chorus.ai, and SalesLoft, but Momentum offers custom AI workflows and real-time CRM data updates.
What are Momentum reviews?
Users praise Momentum for automated sales call summaries, improved CRM hygiene, and actionable AI insights driving higher productivity.
Does Momentum have an API?
Yes, Momentum provides an API to integrate with CRM and business tools, enabling seamless data flow and workflow automation.
Does Momentum have a trial or a demo?
Yes, Momentum offers demos and trial periods to experience key features like AI call summaries and pipeline insights.

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