Momentum capabilities

Momentum automatically records, transcribes, and summarizes sales calls, then saves structured notes and action items directly to Salesforce without manual entry.

Momentum surfaces real-time AI-generated signals about deal health, churn risk, and critical conversation moments, routing alerts to the right team members via Slack.

Momentum connects to CRM, video conferencing, communication, sales engagement, data warehouse, and additional GTM tools to capture conversations and push structured data across the revenue tech stack.

Momentum generates IQ Reports and Executive Briefs that give sales leaders visibility into pipeline health, rep performance, and deal progression across accounts.

Momentum offers three tiers — Business, Transformation, and Enterprise — priced per user per month, with optional add-ons for conversation intelligence and deep research.

Momentum's Coaching Agent analyzes recorded calls to score rep performance, surface competency gaps, and deliver data-driven coaching insights to sales managers.

Momentum automatically extracts structured data from calls and conversations and writes it to Salesforce fields — text, dropdowns, and custom fields — without reps touching the CRM.

Momentum automatically creates and manages Slack channels as deal rooms and account rooms, pushing AI summaries, alerts, and CRM updates into the channel so the full account team stays aligned without leaving Slack.