Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Synergize workflow management tools automate the sharing and access of your documents. Our solution streamlines your workflow by regulating the processing of documents. Every business has a variety of processes, ranging from simple to complex. Our solution automates actions and decisions based on the business rules you define, saving time and increasing productivity. Productivity is killed by searching for files that are no longer in use, waiting for approvals or reprocessing because of errors or omissions. Automated workflows can help you avoid making repeated phone calls, emails, or searching through piles to find out the status of an activity or initiative. Workflow automation can help you increase the speed and efficiency of your processes, while ensuring consistency.
API Access
Has API
No
API Access
Has API
No
Integrations
Gainsight
Yes
Google Calendar
Yes
Google Drive
Yes
Google Workspace
Yes
Linear
Yes
Matador AI
Yes
Microsoft Outlook
No
NetSuite
No
QuickBooks Online
No
Sage 500
No
Integrations
Gainsight
No
Google Calendar
No
Google Drive
No
Google Workspace
No
Linear
No
Matador AI
No
Microsoft Outlook
Yes
NetSuite
Yes
QuickBooks Online
Yes
Sage 500
Yes
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
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
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Momentum
Founded
2020
Country
United States
Website
www.momentum.io
Vendor Details
Company Name
Microdea
Founded
1995
Country
Canada
Website
www.microdea.com
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
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Transportation Management
Billing & Invoicing
No
Carrier Management
No
Customer Management
No
Dispatch Management
No
Driver Management
No
Fleet / Equipment Management
No
Load Management
No
Order Management
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Shipment Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes