Deep Research, built on your conversations and CRM

Stop making million-dollar decisions on outdated or disconnected data. Deep Research analyzes your customer calls, emails, and CRM signals to deliver consulting-quality strategy in minutes, not months.

Starting

Nov 5th

Early access opens for select Momentum customers. We’ll be partnering closely with select teams to refine the experience and integrate feedback. Soon after will release to everyone.

Leadership decisions deserve evidence, not guesses.

Your business runs on thousands of calls, emails, and CRM updates. Buried inside are the signals behind churn, pricing power, and competitive wins. Yet less than 1% of this data is ever analyzed with strategic rigor. Leaders are left making critical choices with disconnected inputs or consultant slide decks built on surveys.

Deep Research that starts where others stop

Unlike other "deep research" tools that scrape the open web, Momentum Deep Research works with the data only your company has:

Exclusive intelligence

Proprietary insights competitors cannot access

CRM-grounded

Combines what customers say with what they do in Salesforce

Rapid delivery

Consulting-quality analysis in hours, not months

Evidence-based

Every finding links back to the call, email, or CRM field

Repeatable

Schedule monthly or quarterly reports and compare results over time

Enterprise-secure

SOC 2, GDPR, and zero data retention built in

From a single prompt to a sourced executive briefing

Write a research question

Example: Why are mid-market deals stalling this quarter?

Test on a sample of 50 opportunities with Retropilot

Scale across thousands of opportunities with Autopilot Batch

Get a full briefing with charts, narratives, and KPIs

Every claim cited back to calls, emails, or CRM data

Schedule recurring runs for weekly, monthly, or quarterly insights

No clean data? No problem.

Backfill your CRM with the truth from calls and emails

Most CRMs miss the real story. Fields are incomplete, reps skip updates, and key details never make it in. With Autopilot Batch, Momentum can backfill your CRM automatically—extracting structured insights from past calls and emails to rebuild a clean, reliable dataset.

Historical coverage

Run batch analysis on hundreds or thousands of past opportunities

Structured enrichment

Autofill deal stage, competitor mentions, and loss reasons from conversations

Faster time-to-insight

Eliminate manual research before running win/loss or churn studies

Foundation for scale

Once enriched, CRM becomes the single source of truth for ongoing Deep Research

Questions leaders ask every day

What you ask

What you get

Why are we losing deals at late stage?

Executive-ready narrative report

What signals predict churn inside enterprise accounts?

Linked evidence pack (calls, emails, CRM fields)

Where is price sensitivity highest across segments?

Charts, heatmaps, and trend lines

Which competitor mentions correlate with losses?

Slide deck and export bundle

How have win themes changed after the new pricing rollout?

Ongoing Q&A through interactive report chat

Voice of the Market and AI Maturity Report

To debut Deep Research, Momentum analyzed 1,069 active B2B opportunities across 150 industries. The findings expose the gap between reported AI adoption and operational reality:

64.4%

Organizations stuck in "emerging" maturity

31.1%

Still rely on manual workflows

78%

Tool use per problem increase YoY

41.9%

Challenges tied directly to CRM

Download Report