Freedom251 › Revenue AI Platforms
Momentum
What Momentum is
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 suits
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 it does well
- 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.
Limits
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.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Conversation Intelligence Add-On | $30/mo/user · Note-taker and video library | $30 a month |
| Business | Annual plans · $69 user/mo · Slack-based support · Individual-call Ask Momentum | $69 a month |
| Transformation | Annual plans · $99 user/mo · Executive briefs · Premium support · Ask Momentum for calls and accounts | $99 a month |
| Enterprise | Custom pricing · SSO · AI and automation professional services · White-glove onboarding and support | On request |
As momentum.io lists them, read 29 Sept 2026. The maker's own page has the final word.
Getting started
- 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.
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.
Questions
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 a 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.
Facts from Momentum's own pages
- Coming soon integrations
- The integrations page labels Google Calendar and Asana as “Coming soon.” · momentum.io, 29 Sept 2026
- Company
- The About page identifies Santiago Suarez Ordoñez as CEO, Moiz Virani as CTO, and Ashley Wilson as COO. · momentum.io, 29 Sept 2026
- CRM support
- Its pricing page says CRM extraction supports updates to 98% of CRM field types. · momentum.io, 29 Sept 2026
- Customer retention
- The product identifies churn and upsell signals, analyzes sentiment, and can trigger automated retention workflows. · momentum.io, 29 Sept 2026
- Encryption
- Momentum says its databases use AES-256 encryption at rest and its services enforce HTTPS with TLS 1.3 in transit. · momentum.io, 29 Sept 2026
- Headquarters and founding
- A company LinkedIn profile lists San Francisco as headquarters and 2020 as the founding year. · linkedin.com, 29 Sept 2026
- Integrations
- The integrations page lists Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser, and Google Docs. · momentum.io, 29 Sept 2026
- Post-call automation
- Momentum can summarize calls, identify action items, draft follow-up emails, and write extracted insights to CRM fields. · momentum.io, 29 Sept 2026
- Product
- Momentum describes itself as an AI revenue orchestration platform that captures unstructured data from customer interactions, routes insights, and automates execution across revenue systems. · momentum.io, 29 Sept 2026
- Security
- Momentum says it is SOC 2 Type 2 certified and hosts its infrastructure on Google Cloud Platform managed services. · momentum.io, 29 Sept 2026
- Startup offer
- The Startup Plan is for teams with fewer than 10 people in GTM and offers 50% off the Business or Transformation tiers. · momentum.io, 29 Sept 2026
- Support
- Business includes Slack-based support, while Transformation and Enterprise list premium support. · momentum.io, 29 Sept 2026
- Trial and pilots
- Momentum says custom pilots and startup offers are available and directs interested teams to contact sales for details. · momentum.io, 29 Sept 2026
Where Momentum stands on Freedom251
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