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Momentum is the AI Revenue Orchestration Platform that captures structured data from every customer interaction, routes insights at speed, and automates execution across your revenue systems.

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"Momentum is like a sales manager that stays up 24/7 and listens to every call, notifying the right folks when they should be paying attention to a deal. Using Momentum has cut the time in half for sellers to progress their deals in Salesforce."

Nathan Follen

Head of Business Systems Operations

"The most important thing Momentum delivers for me is insight at scale. Reps aren’t spending their time making notes or filling out fields. They’re spending their time selling."

Navin Persaud

VP of RevOps

"Momentum gives us an order of magnitude better data than we’ve ever had before. We’re making decisions with clarity and speed that simply weren’t possible before."

Kyle Norton

CRO

"Every time I show a sales manager the Momentum call summaries, I get one of 3 responses: a) awesome, b) amazing, or c) love it!. It's been years since I've heard sales managers get this excited about a tool."

Alek Milovidov

Sr. Director, RevOps

"It's a joy partnering with the Momentum team! We use Momentum automations for core notification workflows, and our Enterprise sales team uses the impressive Momentum AI features everyday."

Catherine Hsieh

Director of Sales Operations

"We use Momentum on a daily and hourly basis. Every call is recorded and scraped by Momentum to pull information out that drives our business forward. It summarizes across all the calls without our analysts having to spend hours curating the data."

Mark Turner

VP of RevOps

AI-native Revenue Orchestration Platform

Extract, structure, and move GTM data—automatically

Momentum is a structured data provider that tracks what's said in every customer interaction and turns it into structured, usable data. Your CRM fields are updated in real time—text, dropdowns, anything. That means cleaner pipeline, better reporting, and smarter AI agents that actually have context.

No more blindspots. No more surprises.

Right message to the right person at the right time

Momentum turns Slack (and soon Microsoft Teams!) into your command center. Deal rooms spin up automatically. Key moments, risks, and updates are routed to the right people—instantly. Sales. CS. Leadership. Everyone gets what they need without asking.

No more tagging. No more chasing. No more gaps.

Automate processes and move faster—with zero manual effort

Momentum runs your GTM workflows in the background. From nudging reps to follow up, to moving stages based on exit criteria—your process stays tight, consistent, and fast. You define the rules. Momentum makes sure they happen.

No more guesswork. No more manual clean-up.

Meet Your AI-Powered GTM Team

Deal Execution Agent

Save your reps and CSMs time by automating post-call admin. Update Salesforce fields, save notes, sync data to Snowflake to empower your team to make stronger data-driven decisions.

Key features

MEDDPIC Autopilot

Ensure data hygiene with automated updates.

AI Summaries

Save notes automatically to Salesforce.

Tasks + Emails

AI suggested tasks and email follow ups.

“With Momentum, progressing deals is faster and more streamlined. Our team has clarity and spends more time selling.”

Nate Follen

Head of GTM Systems

Learn more

Customer Retention Agent

Detect closed-lost reasons, product feedback and churn reasons directly from the source - your customers and prospects - then drive automated workflows to take action to remedy it.

Key features

Churn Risk Signals

Identify at-risk accounts sooner.

Sentiment Analysis

Enable proactive support strategies.

AI Notes + Cases

Improve customer loyalty.

“Momentum flags risks in real time, enabling us to save critical accounts effortlessly.”

Mark Turner

VP of RevOps

Learn more

AI CRO Agent

Get comprehensive executive insights analyzing accounts, reps or the full pipeline to help you understand what happened and make informed decisions.

Key features

CRO Briefs

Understand seller and customer behaviors.

Pipeline Forecasting

Run briefs to see how pipeline is progressing

Team Analysis

Get insights into how your team is performing

“Our sales team can focus on customers instead of admin tasks, thanks to Momentum.”

Navin Persaud

VP of RevOps

Learn more

Coaching Agent

Get real-time, data-driven coaching based on every call. Surface actionable insights, reinforce best practices, and provides instant feedback to close deals and retain customers.

Favorite Use Cases

AI Coaching Score

Understand seller and customer behaviors.

Team Performance Reports

Use data to drive team strategies.

Competency Review

Make smarter calls based on real data

“It’s like having a sales manager that works 24/7, providing insights we never thought possible.”