Momentum is a web-based AI revenue orchestration platform that turns information from customer interactions into actions across revenue systems. It captures unstructured data, routes insights, and automates execution. After a call, Momentum can produce a summary, identify action items, draft a follow-up email, and write extracted insights into CRM fields. Its pricing page says the CRM extraction feature supports updates to 98% of CRM field types. The platform also identifies churn and upsell signals, analyzes sentiment, and can trigger retention workflows. Listed integrations include Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser, and Google Docs; Google Calendar and Asana are marked as coming soon. Annual Business pricing starts at $69/user/mo, and Transformation is $99/user/mo. Enterprise has custom pricing. Momentum has no free plan or trial, though custom pilots and startup offers are available through sales. The Startup Plan offers teams with fewer than 10 GTM people 50% off Business or Transformation. Momentum says it is SOC 2 Type 2 certified, hosts infrastructure on Google Cloud Platform managed services, encrypts databases at rest with AES-256, and uses HTTPS with TLS 1.3 in transit.
Who it is for
Momentum suits sales, marketing, and customer success teams that want to turn call information into CRM updates, follow-up tasks, or retention actions. It may also suit teams seeking revenue forecasting and workflow automation across the listed integrations.
What is good
- Summarizes calls and identifies action items.
- Drafts follow-up emails and writes insights to CRM fields.
- Identifies churn and upsell signals and analyzes sentiment.
- Lists integrations including Salesforce, Slack, Zoom, and Google Meet.
- SOC 2 Type 2 certified, with stated encryption protections.
What to know first
- No free plan or free trial.
- Business and Transformation pricing is billed annually.
- Google Calendar and Asana integrations are marked coming soon.
Verdict
Choose Momentum if your team wants call insights to feed CRM updates and automated revenue workflows. Business starts at $69/user/mo on annual plans; teams that need Enterprise features should contact sales for custom pricing.
Get started with Momentum
- Visit the Momentum website.
- Contact sales to discuss a plan, custom pilot, or startup offer.
- Choose Business, Transformation, or Enterprise based on your team's needs.
- Use Momentum on the web and connect relevant listed integrations.
Limits to know first
There is no free plan or trial. Business is $69/user/mo and Transformation is $99/user/mo on annual plans; Enterprise uses custom pricing.
Questions about Momentum
How much does Momentum cost?
Business is $69/user/mo and Transformation is $99/user/mo on annual plans. Enterprise has custom pricing; a Conversation Intelligence Add-On is listed at 30.00 USD per month.
Is there a free plan or trial?
No free plan or free trial is listed. Momentum says custom pilots and startup offers are available through sales.
What platforms does Momentum support?
Momentum is available on the web.
Which integrations are listed?
The integrations page lists Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser, and Google Docs. Google Calendar and Asana are marked as coming soon.
What does the Startup Plan offer?
Teams with fewer than 10 people in GTM can receive 50% off Business or Transformation.
What security protections does Momentum describe?
Momentum says it is SOC 2 Type 2 certified, uses Google Cloud Platform managed services, encrypts databases at rest with AES-256, and enforces HTTPS with TLS 1.3 in transit.
Momentum plans and pricing
All plansCompared on sales intelligence software
- Free plan
- No
- Paid from
- $69/user/mo
- Team coverage
- sales_marketing_success
- Revenue forecasting
- Yes
- Workflow automation
- Yes
- Data warehouse sync
- Yes
