Description
🖼️ Tool Name:
Momentum (Revenue Orchestration Platform)
🔖 Tool Category:
AI-powered GTM (go-to-market) revenue orchestration platform; falls under Business & Marketing, with strong relevance to Productivity & Automation, and Customer Relationship Management.
✏️ What does this tool offer?
Momentum captures and structures data from customer interactions (calls, emails, chats), then automates CRM updates in real-time. It orchestrates sales, customer success, and coaching workflows: generating AI-driven call summaries, deal rooms, alerts, and engagement agents to improve efficiency and close deals faster.
⭐ What does the tool actually deliver based on user experience?
• Automatically summarizes every sales call and syncs info to Salesforce fields or CRM in real time.
• Creates automated deal rooms, nudges, task suggestions, and follow-up email drafts.
• Custom agents onboard for specific roles:
Deal Execution Agent for pipeline updates and follow-ups
Customer Retention Agent for churn signals and feedback tracking
AI CRO Agent for pipeline forecasting and team performance insights
Coaching Agent for real-time coaching based on conversation signals
• Users report significant ROI: cleaner pipeline data, faster deal progression, and better visibility across teams.
🤖 Does it include automation?
Yes — Momentum automates:
• Real-time CRM hygiene and updates from meetings and emails.
• Workflow automation: follow-up reminders, stage transitions, and user-specific alerts.
• AI-generated insights for coaching, retention, and executive summaries.
💰 Pricing Model:
Enterprise-oriented subscription pricing; details available via demo. Momentum cites ROI benefits including 30% productivity gains and 3× revenue return.
🆓 Free Plan Details:
• No public information on free tiers; typically full platform access requires contract.
💳 Paid Plan Details:
• Enterprise licensing with bespoke setup, CRM integrations, agent configurations, and custom workflows. Pricing based on seat/license count and implementation scope.
🧭 Access Method:
• Web-based SaaS platform; integrates with Salesforce, Slack, Snowflake, and other GTM tools.
• Works in the background—runs alongside calls (via Zoom, Teams, etc.), email threads, and CRM data entries.
No agent installation needed—works via backend integration and browser-based dashboard.
🔗 Experience Link:
https://www.momentum.io