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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

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Salesforce Yes 
SendGrid Yes 
Slack Yes 
Trello Yes 
Zendesk Yes 
Formstack Documents No 
Gainsight Yes 
Google Calendar Yes 
HubSpot Customer Platform No 
Insightly No 
Jira No 
Mailchimp No 
Procore No 
SAP Litmos LMS No 
Salesforce CPQ Yes 
ShareFile No 
Shopify No 
Zoho CRM No 

Integrations

Docusign Yes 
Salesforce Yes 
SendGrid Yes 
Slack Yes 
Trello Yes 
Zendesk Yes 
Formstack Documents Yes 
Gainsight No 
Google Calendar No 
HubSpot Customer Platform Yes 
Insightly Yes 
Jira Yes 
Mailchimp Yes 
Procore Yes 
SAP Litmos LMS Yes 
Salesforce CPQ No 
ShareFile Yes 
Shopify Yes 
Zoho CRM 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
Free Trial Yes 
Free Version No 

Pricing Details

$399/month
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 No 
Android App Yes 
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 No 
Live Rep (24/7) No 
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) No 
In Person Yes 

Vendor Details

Company Name

Momentum

Founded

2020

Country

United States

Website

www.momentum.io

Vendor Details

Company Name

airSlate

Founded

2008

Country

United States

Website

altaflow.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

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control Yes 

Document Generation

Batch Processing No 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

Robotic Process Automation (RPA)

Analytics Yes 
Attended Automation Yes 
Code-free Development Yes 
Image Recognition No 
Optical Character Recognition No 
Process Builder Yes 
Third Party Application Integration Yes 
Unattended Automation Yes 

Workflow Management

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

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