- Home
- Revenue AI Platforms
- Momentum
Momentum
What it is
Momentum is an AI revenue orchestration platform for sales, marketing, and customer-success teams. It captures unstructured customer-interaction data, routes insights, and automates execution across revenue systems. After calls, it can produce summaries, identify action items, draft follow-up emails, and write extracted insights into CRM fields; Momentum says extraction supports updates to 98% of CRM field types. The platform identifies churn and upsell signals, analyzes sentiment, and can trigger retention workflows. Listed integrations include Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser, and Google Docs. Google Calendar and Asana are marked coming soon. Business costs $69/user/mo on annual plans, while Transformation costs $99/user/mo; Enterprise uses custom pricing. There is no free plan or trial, though custom pilots and startup offers are available through sales. Momentum says it is SOC 2 Type 2 certified, uses Google Cloud Platform managed services, AES-256 encryption at rest, and HTTPS with TLS 1.3 in transit.
For and against
For
- Automates post-call summaries and actions
- Supports updates to 98% of CRM fields
- Detects churn and upsell signals
- Many listed revenue-system integrations
- AES-256 and TLS 1.3 protections
Against
- No free plan or trial
- Business starts at $69/user/mo annually
- Google Calendar and Asana are coming soon
- Enterprise pricing is custom
The verdict
Momentum connects conversation intelligence with CRM updates and revenue workflows. Its paid plans offer different support and automation scopes, while pilots and startup discounts require contacting sales.
Who it suits
It suits revenue teams seeking automated call follow-up, CRM updates, signal detection, and retention workflows. Teams with fewer than 10 people in GTM can ask about the Startup Plan.
Plans and prices
Conversation Intelligence Add-On
$30/mo/user · Note-taker and video library
Read 29 Sep 2026 · momentum.io
Business
$69 user/mo · Slack-based support · Individual-call Ask Momentum
Read 29 Sep 2026 · momentum.io
Transformation
$99 user/mo · Executive briefs · Premium support · Ask Momentum for calls and accounts
Read 29 Sep 2026 · momentum.io
Enterprise
Custom pricing · SSO · AI and automation professional services · White-glove onboarding and support
Read 29 Sep 2026 · momentum.io
On the record
- Coming soon integrations
- The integrations page labels Google Calendar and Asana as “Coming soon.”momentum.io · read 29 Sep 2026
- Company
- The About page identifies Santiago Suarez Ordoñez as CEO, Moiz Virani as CTO, and Ashley Wilson as COO.momentum.io · read 29 Sep 2026
- CRM support
- Its pricing page says CRM extraction supports updates to 98% of CRM field types.momentum.io · read 29 Sep 2026
- Customer retention
- The product identifies churn and upsell signals, analyzes sentiment, and can trigger automated retention workflows.momentum.io · read 29 Sep 2026
- Encryption
- Momentum says its databases use AES-256 encryption at rest and its services enforce HTTPS with TLS 1.3 in transit.momentum.io · read 29 Sep 2026
- Headquarters and founding
- A company LinkedIn profile lists San Francisco as headquarters and 2020 as the founding year.linkedin.com · read 29 Sep 2026
- Integrations
- The integrations page lists Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser, and Google Docs.momentum.io · read 29 Sep 2026
- Post-call automation
- Momentum can summarize calls, identify action items, draft follow-up emails, and write extracted insights to CRM fields.momentum.io · read 29 Sep 2026
- Product
- Momentum describes itself as an AI revenue orchestration platform that captures unstructured data from customer interactions, routes insights, and automates execution across revenue systems.momentum.io · read 29 Sep 2026
- Security
- Momentum says it is SOC 2 Type 2 certified and hosts its infrastructure on Google Cloud Platform managed services.momentum.io · read 29 Sep 2026
- Startup offer
- The Startup Plan is for teams with fewer than 10 people in GTM and offers 50% off the Business or Transformation tiers.momentum.io · read 29 Sep 2026
- Support
- Business includes Slack-based support, while Transformation and Enterprise list premium support.momentum.io · read 29 Sep 2026
- Trial and pilots
- Momentum says custom pilots and startup offers are available and directs interested teams to contact sales for details.momentum.io · read 29 Sep 2026
