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Description

Digital transformation begins with establishing a streamlined flow. Break free from the chaos of numerous applications by consolidating your daily tools to form automated workflows that enhance efficiency in your business. Propel your innovation forward with a single platform that accommodates countless applications. You can enjoy both simplicity and robust functionality without compromise. With just a few clicks, you can select the applications you wish to link, define triggers and actions, and watch as your apps start working harmoniously. Experience automation that takes minutes rather than days—it's truly that efficient. All your applications and workflows are designed to operate cohesively. Seamlessly integrate both cloud-based and on-premises applications, including custom solutions developed with Claris FileMaker. You can even manage device-to-cloud integrations directly from your smartphone. Claris Connect is powered by Claris Core, which means our dedicated teams for DevOps, CloudOps, and SecOps are continuously working to provide you with cutting-edge technologies and top-notch security measures. We incorporate comprehensive security features such as end-to-end encryption, HSM key management, OAuth, MFA, and AI-driven threat protection, ensuring that you can connect with peace of mind. Furthermore, this commitment to security empowers you to focus on innovation without worrying about potential risks.

Description

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Clearbit Yes 
Docusign Yes 
Google Drive Yes 
Salesforce Yes 
Slack Yes 
Trello Yes 
ActiveCampaign Yes 
Docparser Yes 
Dropbox Yes 
Flowtask No 
FullContact Yes 
Gong No 
Google Calendar No 
Jira Yes 
Linear No 
Mailparser Yes 
Notion No 
Twilio Yes 
Wufoo Yes 

Integrations

Asana Yes 
Clearbit Yes 
Docusign Yes 
Google Drive Yes 
Salesforce Yes 
Slack Yes 
Trello Yes 
ActiveCampaign No 
Docparser No 
Dropbox No 
Flowtask Yes 
FullContact No 
Gong Yes 
Google Calendar Yes 
Jira No 
Linear Yes 
Mailparser No 
Notion Yes 
Twilio No 
Wufoo No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$69/user/month
Momentum offers flexible pricing plans tailored to meet the needs of revenue teams of varying sizes and requirements. Their offerings are structured to enhance go-to-market (GTM) operations through AI-driven insights and automation.
Business Plan: Priced at $69 per user per month, this plan is designed for teams aiming to streamline collaboration and automate CRM hygiene. It includes features such as AI-generated call summaries, action items, email follow-ups, workflow automation, and access to Deal and Account Rooms. Support is provided via Slack-based channels.
Transformation Plan: At $99 per user per month, this plan builds upon the Business Plan by offering advanced capabilities. It adds Executive Briefs, enhanced AI Signals, and premium support options, providing deeper insights to drive pipeline and GTM efforts more effectively.
Enterprise Plan: For organizations requiring customized solutions, the Enterprise Plan offers tailored features, including white-glove onboarding, AI and automation professional services, and Single Sign-On (SSO) integration. Pricing for this plan is available upon request, ensuring that it aligns with specific organizational needs.
Add-Ons: Momentum also provides optional enhancements to further boost workflow efficiency. The Conversational Intelligence add-on, available at $30 per user per month, includes an AI note-taker and a video library to improve conversational intelligence. Additionally, professional services can be added to any plan, offering expert assistance in setting up and managing AI and automation features
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Claris

Founded

1985

Country

United States

Website

www.claris.com/connect/

Vendor Details

Company Name

Momentum

Founded

2020

Country

United States

Website

www.momentum.io

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management Yes 
Multiple Data Sources Yes 
Web Services Yes 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Revenue Operations

AI Insights Yes 
Account Health Dashboard Yes 
Automatic CRM Updates Yes 
Contact / Activity Tracking Yes 
RevOps Automation Yes 
Revenue Dashboard Yes 
Revenue Intelligence / Reporting Yes 
Sales Analytics Yes 
Sales Forecasting Yes 
Third-Party Data Aggregation No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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