AI TOOL PROFILE
Momentum: AI Call Notes and Revenue Orchestration
- Sales
- Sales Enablement
- Sales Teams
- Revenue Operations (RevOps) Managers
- Customer Success Teams
- Chief Revenue Officers
- Enterprise organizations using Salesforce
Pricing
Plans include a Business tier at $69 per user/month and a Transformation tier at $99 per user/month, with custom pricing for Enterprise. A Conversation Intelligence Add-On is available for $30 per user/month.
At a glance
- Best for
- Sales Teams, Revenue Operations (RevOps) Managers, Customer Success Teams, Chief Revenue Officers, Enterprise organizations using Salesforce
- Key use cases
- Automating CRM Data Entry, Call Summary Distribution, Churn Risk Identification, Sales Performance Coaching
- Integrations
- Salesforce, Slack, Zoom, Google Meet, Gong
- Official website
- Visit Momentum official website
How AI is used
Momentum is an AI-native platform designed to capture and analyze data from customer interactions across sales and customer success teams. It uses AI agents to extract key insights from calls and automatically write them to Salesforce fields, which may reduce manual effort for CRM hygiene.
The tool supports revenue teams, including CROs, RevOps, and sales representatives. It provides specific agents for deal execution, customer retention, and sales coaching, as well as executive-level insights into pipeline health.
Buyers should note that certain features, such as the note-taker bot and video library, require a conversation intelligence add-on. Organizations should confirm how AI-generated summaries align with their internal reporting standards.
Key Features
Deal Execution Agent
Writes call notes and data directly to Salesforce fields to support automated CRM updates.
Customer Retention Agent
Analyzes interactions to identify churn risk, sentiment, and feedback.
Coaching Agent
Provides AI-driven sales coaching and competency reviews based on call performance.
AI CRO Insights
Generates executive briefs on pipeline performance and account health.
Slack Summary Automation
Condenses key points from calls into summaries posted to Slack.
SmartClips
Turns key moments from recorded calls into short, shareable video snippets.
Use Cases
Automating CRM Data Entry
Extracting insights from sales calls and saving them as notes in Salesforce.
Call Summary Distribution
Generating and posting automated call summaries to Slack to keep stakeholders informed.
Churn Risk Identification
Detecting risk signals and sentiment during customer success calls to alert teams.
Sales Performance Coaching
Analyzing call data to provide automated feedback and track rep competency scores.
Integrations
- Salesforce
- Slack
- Zoom
- Google Meet
- Gong
- Chorus
- Salesloft
- Dialpad
- Microsoft Teams
- Clari
- Webex
- Wiser
- Google Docs
- Asana
- Mixmax
- Zendesk
- Snowflake
FAQ
Which CRM does Momentum primarily support?
- Salesforce is the primary integration, providing real-time read and write support for updating fields and notes.
How does Momentum handle call recordings and transcriptions?
- Through the Conversation Intelligence Add-On ($30/user/month), Momentum provides a note-taker bot for Google Meet and an auto-recording bot for Zoom.
What is the difference between the Business and Transformation plans?
- The Business plan ($69/user/mo) focuses on core AI features and CRM hygiene, while the Transformation plan ($99/user/mo) adds executive briefs, AI coaching, and analytics.
Source category: Sales
Source subcategory: Sales Enablement
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