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What is Momentum?

Momentum is an AI-powered sales automation tool that helps teams enhance their pipeline management and closing rates. It integrates with Slack, Salesforce, and other revenue stack tools to automate MEDDIC, call summaries, deal rooms, and notifications.

With Momentum, teams can streamline their sales processes, automate routine tasks, and ensure consistency across the team. The platform captures call summaries, MEDDIC fields, and tasks automatically after calls, syncing the data with Salesforce and Slack.

It provides real-time alerts, deal rooms for collaboration, approvals, and customizable automations. Also, it offers features like AskMomentum for insights about deals, AI-generated follow-up emails, and Slack notifications for efficient communication.

The tool allows for seamless integration with popular sales tools, reduces manual work, improves data hygiene, and provides actionable insights for better decision-making.

Overall, Momentum aims to optimize sales workflows, increase efficiency, and enhance revenue growth for sales teams.

Best for
StartUpsSmall BusinessMedium BusinessLarge Enterprise

Pricing

Starting at Custom · Subscription

Features

34 features that make Momentum stand out.

AI/Machine Learning
Business Process Automation
For Sales Teams/Organizations
Workflow Management
Third-Party Integrations
Sales Planning
Sales Pipeline Management
Reporting/Analytics
Performance Metrics
Goal Management
Content Management
Collaboration Tools
Email Marketing
AI Chat
AskMomentum Bot
Approval Workflows
Automated MEDDIC
Call Summaries
CPQ Approval Processes
CRM Data Capture
Custom Automations
Customizable Playbooks
Data Hygiene
Deal Rooms
Email Automation
Notifications
Pipeline Health Monitoring
Playbooks
Post-Sales Workflow
Slack Notifications
Smart Deal Rooms
Smart Connectivity
Spotless Email Follow-ups
Task Management

Pros & Cons

Pros

  • Ease of UseMany users appreciate Momentum for its user-friendly interface, which simplifies complex scheduling tasks for multiple locations and large teams​.
  • Collaborative SchedulingThe software enhances communication between staff members, allowing easy shift swaps, assignment volunteering, and clear preference communication through a centralized dashboard.
  • Time and Attendance ManagementThis feature helps track and manage work hours efficiently, supporting PTO requests and ensuring compliance with labor laws, which simplifies payroll processes​.
  • Comprehensive SupportUsers frequently commend the customer support team for their responsiveness and helpfulness, contributing to a positive overall experience​.
  • Reporting and AnalyticsThe software’s robust data analysis and reporting tools enable organizations to generate customized reports and gain insights into staff performance and productivity​.

Cons

  • Rigid FiltersSome users find the filters too rigid, which can cause the software to “get stuck” and not refresh properly​​.
  • Export IssuesThere are occasional problems with exporting schedules to Excel, resulting in strange formatting​.
  • App LimitationsThe mobile app, particularly the iPhone version, is described as rudimentary and lacking in advanced functionalities​.
  • FlexibilitySome reviews mention a lack of flexibility in allowing end-users to make changes or enter individual meetings like in Google Calendars​.
  • SpeedThe software can run slow at times, which is frustrating for users making frequent schedule edits​.

Momentum alternatives

Tools buyers consider alongside Momentum.

No alternatives listed yet.

Frequently asked questions

Is Momentum free to use?
Momentum does not currently offer a free tier or free trial. Pricing starts at Custom and depends on the plan you choose.
How much does Momentum cost?
Momentum uses custom pricing tailored to each organisation. Contact their sales team for a quote based on your team size, modules and contract length.
What does Momentum integrate with?
Momentum ships with an open API for custom integrations. The vendor also publishes connectors for common business systems on request.
Who is Momentum best suited for?
Momentum is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Momentum?
Most teams are live on Momentum within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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