Access myG2 dashboard to manage your listing

View trends for traffic, reviews, competitors & get recommendations to improve visibility.

Momentum Reviews & Product Details - Page 9

Momentum Product Details

Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams in real time. Revenue teams today are drowning in conversations, but 99% of what’s said never makes it into a CRM. Insights get buried in call recordings, manual data entry is inconsistent, and teams operate in silos—leading to missed opportunities, bad handoffs, and slow deal cycles. Momentum fixes this by automating workflows and communication across teams. Our AI Agents analyze calls, emails, and meetings, then push the right information—product feedback, churn risk, competitor mentions, objections, and deal blockers—to the teams that need to know, exactly when they need to know it. No extra tools. No added complexity. Just seamless orchestration between Sales, RevOps, CS, and Product to move faster and win more. With pre-built workflows like automated deal desk approvals, Slack-based deal rooms, and real-time CRM updates, Momentum ensures your teams aren’t just capturing data—they’re acting on it.

Seller

Momentum

Discussions

Momentum Community

Languages Supported

Afrikaans, Arabic, Bengali, Bosnian, Bulgarian, Catalan, Welsh, Danish, German, English, Estonian, Finnish, French, Scottish Gaelic, Irish, Galician, Hindi, Iloko, Indonesian, Italian, Japanese, Central Khmer, Korean, Latin, Latvian, Lithuanian, Mongolian, Burmese, Nepali, Norwegian, Punjabi, Portuguese, Russian, Sinhala, Sindhi, Spanish, Albanian, Serbian, Swahili, Swedish, Tamil, Tatar, Tajik, Tagalog, Turkmen, Turkish, Uzbek, Vietnamese, Chinese (Simplified), Chinese (Traditional), Tibetan

Product Description

Momentum is a no code deal collaboration platform to build and automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum provides revenue teams with the building blocks to operationalize sales motions and improve sales efficiency.

Overview by

Ashley Wilson

Pricing

Pricing provided by Momentum.

Business

$69.00

1 User Per Month

Transformation

$99.00

1 User Per Month

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

Momentum Integrations

(13)

Integration information sourced from real user reviews.

Momentum Media

Quick visual on how we can take any data, structure and clean it, move it to systems of record or communication to help your team focus on the customers

Momentum Demo - Humans are the center of excellence and relationships, not data collection or entry

The left side is what happens with teams without Momentum, the right side is with Momentum

Momentum Demo - Clean and Structure Data beyond just prompting alone

Momentum takes all data from calls, emails, support tickets and put it through our Data Refinery, clean, structure, and validate before sending into systems. Beyond a normal prompt.

We turn Slack channels into Smart Deal Rooms that are 2-way connected to Salesforce and handle things like updating opportunities, taking notes, tracking calls and emails, and capturing files.

From win announcements to direct messages that tell you when a deal is blocked, Momentum is perfect for pushing real-time Salesforce alerts to Slack.

Momentum Demo - Automatically Unblock Deals To Make Progress

Ask for approvals via DM or in-thread without losing track of where your deals stand.

G2 reviews are authentic and verified.

Here's how.

Eshan G.

PSE-2

Enterprise (> 1000 emp.)

7/29/2025

"Tool helps to save a lot of time"

4.5/5

What do you like best about Momentum?

Tool automatically transcribes and summarize all customer meetings. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Not really finding anything as much of an improvement. Review collected by and hosted on G2.com.

Verified User in Human Resources

Mid-Market (51-1000 emp.)

7/25/2025

"Great tool for summarizing my sales calls and giving me follow up tips."

4.5/5

What do you like best about Momentum?

Ability to recap pain and initiatives of my prospects. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Sometimes the recaps are reaching a bit when it comes to what’s truly important to a prospect. Review collected by and hosted on G2.com.

Verified User in Restaurants

Mid-Market (51-1000 emp.)

7/25/2025

"Momentum is a great resource to learn from my colleagues."

5/5

What do you like best about Momentum?

The transcript feature is extremely handy for building out resources and talk tracks on top performers. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Momentum does not offer split screen view. You only see one person at a time. Review collected by and hosted on G2.com.

La-Or R.

Product Marketing Manager

Small-Business (50 or fewer emp.)

9/27/2024

"Momentum is great. They help our sales team focus on the human interaction within calls."

5/5

What do you like best about Momentum?

I love that once you set it up, it is like you hired your own personal call assitant. Their team is also just great! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

It is sometimes difficult to figure out how to take it off for calls where you are not allowed to have an AI tool. Review collected by and hosted on G2.com.

Taylor H.

Head of Revenue Operations

Mid-Market (51-1000 emp.)

4/11/2024

"I can't imagine my life without Momentum."

5/5

What do you like best about Momentum?

Momentum has made my life as a RevOps leader so much easier. The automation paired with AI has brought incredible information into our CRM. Sales no longer needs to update CRM data manually, and leadership knows where to go in our system to find it. It truly is brilliant. Integrating Slack and Google Drive allows for great cross-team collaborations without requiring all users to be in a CRM. It's just a great tool and company! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Honestly, there is no need for this question when it comes to this tool. Review collected by and hosted on G2.com.

Verified User in Internet

Mid-Market (51-1000 emp.)

6/8/2023

"Supercharging revenue ops with momentum"

5/5

What do you like best about Momentum?

Biggest draws:

- AI powered automations (call summarizations, drafted emails, next step updating in SFDC, auto-fill fields)

- Deal / Customer slack rooms with slack automations (emoji react --> update sfdc, email back and forth history)

- Slack Notifications (deal approvals for contracts, closed won deal notifications, new deal movement notifications)

- People (super responsive and helpful team, invested in making their product better with their customers)

Momentum essentially helps give our company view into our CRM without requiring that everyone at the company have a Salesforce license

It is a super powerful tool to play with automating our revenue tech stack. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

With any new product that is being built, there can be some hiccups, but the team is very quick to respond, troubleshoot, and fix.

I'm excited about the future product roadmap. Review collected by and hosted on G2.com.

Alex C.

Dir Oof RevOps

Mid-Market (51-1000 emp.)

2/10/2023

"Wonderful service and customer care and CS teams"

5/5

What do you like best about Momentum?

Being able to automate most manual functions that were done with salesforce but also being able to bring salesforce reports to life in a slack channel to help harbor collaboration between teams. Very helpful on the customer retention side Review collected by and hosted on G2.com.

What do you dislike about Momentum?

a bit hard to figure out if you arent familar with automation but their CS team does a great job in teaching and how to build workflows Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Helping our sales reps quickly and easily put leads or opportunities into Salesloft cadences. Helps us combat churn really well by bringing our churn salesforce report to life. helps us track our daily go lives and sales without having to rely on a salesforce report or manually tabulate the numbers. has made us more collaborative Review collected by and hosted on G2.com.

William L.

Mid-Market (51-1000 emp.)

5/19/2023

"Lightspeed Innovation and Awesome Customer Team"

5/5

What do you like best about Momentum?

The automation we have in place for connecting slack and salesforce is killer. The note taking AI is amazing, plus a huge time saver! Their team is great to work with and are innovating so quickly it is exciting to see what they are bringing to the table. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

The only thing I dislike is that I don't have access to their full platform. Review collected by and hosted on G2.com.

Scott M.

Revenue Operations Lead

Small-Business (50 or fewer emp.)

2/9/2023

"Momentum is a finger on the pulse of your CRM"

5/5

What do you like best about Momentum?

Momentum has a ton of wow factor features, but what it really comes down to for us is the flexibility and versatility of the platform. Much like Salesforce Flows, Momentum is a revolution in automation and driving the efficient movement and transformation of your data all while keeping it at the fingertips of those who need it most. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

The only feedback I've had thus far for the Momentum team is that I'd love to be able to interact with the platform via Salesforce Flows. Review collected by and hosted on G2.com.

Vanessa H.

Senior Director, Revenue Operations

Mid-Market (51-1000 emp.)

7/14/2022

"Responsive team that has gone above-and-beyond"

4/5

What do you like best about Momentum?

We've been able to automate a number of rote tasks and reduce the mental overhead for our sales team using Momentum workflows that connect with Salesforce, Gong, Asana, and Google Drive. I really like their vision: they have some functionality similar to Troops and Rattle but go beyond that to solve a far wider array of process and data management tasks. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

A few small hiccups/bugs uncovered so far, but Momentum's team has been extremely quick in resolving each one. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Some Momentum recipes we love:

- Deal rooms generally. Their setup, management, and in-room guidance on next steps.

- After a Gong call, one-click add of net new attendees to Salesforce

- Ensure we have a Drive folder connected to each Account

The above really reduce mental overhead for our sales team, allowing them to focus more on building strong customer relationships. They also save me time trying to do cleanup or enforce process consistency. Review collected by and hosted on G2.com.