Momentum
AI revenue orchestration for structured GTM data, CRM automation, and coordinated revenue-team workflows.
Momentum is now part of Salesforce.
About Momentum
Momentum turns customer interactions into structured go-to-market data for real-time execution, CRM automation, and revenue analysis. The AI revenue orchestration platform centralizes workflows for sales, revenue operations, customer success, enablement, marketing, and product teams. It can reduce routine CRM updates, coordinate follow-up work, and make conversation data available for analysis. Momentum connects to Salesforce, Slack, and Asana through API authentication and permissions granted by each customer. Its infrastructure runs on Google Cloud Platform managed services, and Momentum is SOC 2 Type 2 certified. Pricing is subscription-based. Conversational Intelligence is available with any plan as a $30-per-user-per-month add-on that includes a note-taker and video library. Account briefs and Smart Clips require the Momentum Conversation Intelligence module. AI and automation professional services are available for setup and management. Momentum is now part of Salesforce.
Best for
Best use cases
Automating CRM updates after customer interactions
Centralizing follow-up workflows across revenue roles
Adding note-taking and a video library to conversation workflows
Compare before choosing
Subscription pricing requires budget approval before adoption
Conversational Intelligence adds $30 per user each month
Account briefs and Smart Clips depend on the Conversation Intelligence module
Features
Turn customer interactions into GTM data
Convert customer conversations and other interactions into structured go-to-market data for downstream execution and analysis.
Automate CRM work
Use AI-driven workflows to update CRM records and reduce routine data-entry work for revenue teams.
Coordinate revenue-team workflows
Centralize workflows and surface insights for sales, revenue operations, customer success, enablement, marketing, and product teams.
Pros
- Automates routine CRM updates, reducing manual work for revenue teams.
- Centralizes workflows across sales, revenue operations, customer success, enablement, marketing, and product roles.
- SOC 2 Type 2 certification and permission-based integrations support enterprise trust reviews.
Cons
- Subscription pricing requires a recurring software budget.
- Conversational Intelligence adds $30 per user per month on top of a base plan.
- Account briefs and Smart Clips require the Conversation Intelligence module, limiting access without that add-on.
Pricing Plans
Conversational Intelligence add-on
- Note-taker
- Video library
- Available as an add-on to any Momentum plan
* Pricing information is for reference only. Please refer to the latest announcement on Momentum's official website.