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Description
Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.
Description
Spinify makes hitting sales goals exciting.
Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated, accountable, and performing at their best—whether in the office, remote, or hybrid.
Motivate & Engage Your Team
Sales teams thrive with clear goals, real-time feedback, and the drive to win. Spinify uses real-time leaderboards, challenges, and achievements to make performance visible and inspire healthy competition. Reps always know where they stand and how to reach the top.
Celebrate Wins Instantly
Recognition fuels motivation. Spinify automates celebrations with personalized messages, music, badges, and confetti. Whether it’s closing a deal, logging calls, or hitting an activity target, every success gets the spotlight it deserves.
Custom Competitions That Fit Your Goals
Every business is unique. Spinify lets you fully customize competitions, KPIs, and rewards so they align with your sales process and company culture. Run individual or team-based challenges, set short sprints or long-term goals, and adjust incentives to keep performance high.
AI-Powered Coaching for Faster Growth
Great sales leaders don’t just track numbers—they coach. Spinify’s AI Coaching Agent analyzes performance trends, highlights strengths and opportunities, and provides actionable insights to help reps improve faster while maintaining healthy engagement.
Why Sales Teams Love Spinify
Real-time visibility drives accountability
Automated recognition keeps morale high
Custom gamification fits your strategy
AI coaching accelerates improvement
Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered over 1.5 million leaderboards to boost engagement, productivity, and revenue.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Azure SQL Database
No
BoomTown
No
Bullhorn
No
Centrex Software
No
CloudCall
No
Enerflo
No
Freshdesk
No
Gong
No
HubSpot CRM
No
HubSpot Customer Platform
No
Integrations
Azure SQL Database
Yes
BoomTown
Yes
Bullhorn
Yes
Centrex Software
Yes
CloudCall
Yes
Enerflo
Yes
Freshdesk
Yes
Gong
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$6/month/user
Price per user. Volume discounts apply.
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
Yes
Windows
Yes
Mac
Yes
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
No
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
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Vendor Details
Company Name
Spinify Pty Ltd
Founded
2016
Country
Australia + Canada
Website
spinify.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
Product Features
Contest
Awards Management
Yes
Blind Judging
No
Entrant Management
Yes
Entry Fee Processing
No
Entry Management
Yes
Forms Management
No
Fraud Detection
No
Judging Management
Yes
Scoring
Yes
Skills Contests (Photo, Essay, Design, etc)
No
Social Media Management
No
Social Promotions
No
Sweepstakes
No
Timeline Management
Yes
Voting Management
No
Employee Engagement
Benchmarking
Yes
Cultural Alignment
Yes
Employee Awards
Yes
Employee Guides
Yes
Employee Recognition
Yes
Feedback Management
Yes
Goal Management
Yes
Health & Wellness Programs
No
Performance Management
Yes
Pulse Surveys
No
Employee Recognition
Goals
Yes
Leaderboards / Activity Tracking
Yes
Manager-to-Peer Recognition
Yes
Mention Management
Yes
Nominations
Yes
Peer-to-Peer Recognition
Yes
Performance Management
Yes
Rewards Catalog
Yes
Rewards Points
Yes
Social Recognition
Yes
eCards
No
Gamification
Badge Management
Yes
Collaboration Tools
Yes
Contest Management
Yes
Feedback Management
Yes
For Call Centers
Yes
For Developers
Yes
For Education
No
For Onboarding
Yes
For Sales
Yes
Goal Setting / Tracking
Yes
Leaderboards / Activity Tracking
Yes
Performance Metrics
Yes
Rewards Management
Yes
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
No
Campaign Management
No
Dashboard
No
Data Management
No
Lead Capture
No
Lead Distribution
No
Lead Scoring
No
Performance Management
No
Sales Coaching
Assessments
Yes
Audio / Video Conferencing
No
Built-In Course Authoring
No
Call Recording
No
Gamification
Yes
Goal Setting / Tracking
Yes
Learning Plans
No
Onboarding
No
Performance Metrics
Yes
Sales Enablement
Collaboration
Yes
Contact Management
No
Content Management
Yes
Document Management
No
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
Yes
Quota Management
No
Reporting / Analytics
Yes
Sales Coaching Analysis
Yes
Sales Gamification
Yes
Sales Performance Tracking
Yes
Sales Planning & Forecasting
No
Territory Management
No
