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Drive Revenue Execution From Microsoft Teams With Momentum
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Move From Collaboration to Execution Without Leaving Teams
Auto-share meeting summaries and action items across CRM and Teams.
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Detect risk signals in chats and calls and trigger alerts instantly.
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Sync call data and deal updates with Salesforce, Outlook, SharePoint, and more.
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Works across Teams desktop, mobile, Essentials, and Rooms.
Automate tasks, follow-ups, and handoffs from Teams interactions.
Turns Every Conversation in Teams Into Execution
Momentum connects with Microsoft Teams to capture what’s said and move on it.
From video calls to chats, it syncs deal data, triggers workflows, and routes alerts so your GTM teams never miss a beat and never leave their Teams workspace.
Turn Conversations Into CRM-Ready Execution
No more lost notes or buried action items.
Auto-sync meeting summaries and deal insights to Salesforce
Capture tasks from video calls or chat threads
Update fields, flags, and next steps automatically
Your CRM stays clean. Your reps stay focused.
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Catch Deal Risk in Real Time — Right Inside Teams
Momentum monitors what’s said and what isn’t.
Detect objections, silence, or missing next steps
Trigger alerts to channels, DMs, or CRM dashboards
Route notifications to managers, CS, or execs instantly
No more waiting for the QBR to find out what went wrong.
Automate Workflows Without Switching Tools
Turn any Teams conversation into action instantly.
Launch Planner tasks post-meeting
Trigger Salesforce or Outreach updates based on call content
Auto-create handoffs, notes, or support tickets — all from your Teams workspace
No toggling. No rekeying. Just execution.
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Make Teams a Revenue Command Center for Hybrid Work
Wherever your team connects, Momentum makes it count.
Works across Teams Essentials, Rooms, and mobile
Supports remote, hybrid, and in-office collaboration
Syncs seamlessly with Outlook, OneDrive, SharePoint, and Slack
Bring your entire GTM motion into Microsoft Teams.
Setup That’s Fast, Secure, and No-Code
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1. Install the Momentum Teams App
Easy deployment for desktop, mobile, or web.
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2. Connect Salesforce, Gong, Outreach, and CRM
Full pipeline and comms integration.
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3. Set Triggers and Rules
Based on call summaries, chats, and deal stages.
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4. Momentum Does the Rest
Syncs insights, fires alerts, and moves deals forward — 24/7.
Why Revenue Teams Run on Momentum + Teams
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Operates where work happens: Teams
Auto-captures deal moments from calls and chats
Connects CRM and collaboration tools for one seamless flow.
Powered by AI for risk detection, automation, and real-time alerting.
Templates for CS, onboarding, risk alerts, and handoffs.
Works across all Microsoft environments, from SMB to enterprise.
What Revenue Leaders Are Saying
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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. It’s cut time in half for sellers to move deals in Salesforce.”
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