Momentum

About Momentum

Momentum AI provides automated note-taking for sales and customer success teams, transforming calls into actionable CRM data. Users can easily share insights within Slack while Momentum automatically saves notes to Salesforce, allowing faster decision-making and significant time savings, enhancing overall productivity across teams.

Momentum AI offers various pricing plans designed to cater to different business needs. Each tier includes unique features that enhance productivity, with discounts available for annual subscriptions. Upgrading unlocks additional capabilities, allowing users to fully leverage the platform's automation and CRM integration for optimal efficiency.

Momentum AI features a clean and intuitive user interface that simplifies navigation and enhances user experience. With clearly defined sections for call summaries and insights, users can access valuable information effortlessly. The design promotes efficiency, allowing teams to focus on insights rather than administrative tasks.

How Momentum works

Users begin by onboarding with Momentum AI, connecting their CRM and communication tools. Once integrated, the platform automatically captures call data and generates concise summaries in real time. Users can easily access these summaries in Slack, while the system ensures all information is securely saved in Salesforce, making data management seamless and straightforward.

Key Features for Momentum

Automated Call Summaries

Momentum AI's automated call summaries feature captures and organizes crucial information from sales calls instantly. This innovative functionality empowers teams to focus on strategic insights rather than tedious note-taking, thereby enhancing productivity and decision-making effectiveness.

CRM Integration

The CRM integration offered by Momentum AI streamlines data management by linking call summaries directly to Salesforce. This feature ensures that all critical insights are stored and easily accessible, enhancing collaboration and enabling teams to make informed decisions swiftly.

Real-Time Insights

Momentum AI provides real-time insights from sales calls, allowing teams to identify trends and actionable data immediately. This feature helps businesses stay proactive in addressing potential churn, pipeline risks, and coaching needs, ultimately driving revenue growth and efficiency.