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Momentum Sales AI

★3.4
💬2639
💲Paid

Momentum Sales AI streamlines revenue operations by capturing customer interaction data, structuring it, and automating its flow into relevant systems. It boosts productivity by eliminating manual entry, offers AI-driven insights, and supports proactive sales strategies through intelligent alerts and reports.

💻
Platform
web
AICRMCustomer RetentionData HygieneExecutive InsightsRevenue OrchestrationSales Coaching

What is Momentum Sales AI?

Momentum Sales AI is an AI Revenue Orchestration Platform designed to capture structured data from customer interactions, deliver insights in real-time, and automate execution across revenue systems. It automatically syncs with Salesforce, generates call summaries, updates CRM fields, and posts notes to Slack. Ideal for sales teams, it reduces manual admin work, improves data hygiene, and enhances efficiency through automation.

Core Technologies

  • Artificial Intelligence
  • Revenue Orchestration
  • CRM Automation
  • Natural Language Processing
  • Workflow Automation

Key Capabilities

  • Automates post-call tasks
  • Provides real-time sales coaching
  • Generates executive insights
  • Detects churn risks
  • Syncs with Salesforce and Slack

Use Cases

  • Automating Salesforce updates after calls
  • Identifying churn risks and closed-lost reasons
  • Providing actionable insights to executives
  • Delivering personalized sales coaching in real-time

Core Benefits

  • Reduces manual data entry
  • Improves CRM accuracy
  • Saves time on administrative tasks
  • Enables real-time decision making
  • Enhances team collaboration

Key Features

  • Deal Execution Agent
  • Customer Retention Agent
  • AI CRO Agent
  • AI Coaching Agent
  • MEDDIC Autopilot
  • Executive Briefs
  • AI Signals + Alerts
  • AI Notetaker
  • Slack Notifications
  • IQ Reports

How to Use

  1. 1
    Integrate Momentum with existing tools like Salesforce and Slack
  2. 2
    Set rules for automated GTM workflows
  3. 3
    Allow the platform to capture and structure customer interaction data
  4. 4
    Enable automatic syncing of data to your CRM and communication platforms
  5. 5
    Review insights and reports to optimize sales performance

Pricing Plans

Business

$69 user/mo
Collaborate seamlessly and put CRM hygiene on autopilot

Transformation

$99 user/mo
Drive your pipeline and GTM efforts with AI-boosted insights

Enterprise

Contact for Pricing
Run your teams efficiently while bringing critical GTM insights

Frequently Asked Questions

Q.What does Momentum Sales AI do?

A.Momentum captures structured data from customer interactions, routes insights quickly, and automates execution across revenue systems.

Q.How does Momentum improve sales efficiency?

A.By automating manual tasks like updating Salesforce, providing real-time insights, and enabling AI-powered coaching.

Q.Which tools can Momentum integrate with?

A.Momentum integrates with Salesforce, Slack, and other common CRM and communication platforms.

Q.Is there a free version available?

A.No, Momentum offers paid plans starting at $69 per user per month.

Pros & Cons (Reserved)

✓ Pros

  • Automates manual data entry and admin tasks
  • Provides real-time insights into customer interactions
  • Improves data hygiene and reporting accuracy
  • Integrates with popular CRM and communication tools
  • Offers AI-powered coaching and executive insights

✗ Cons

  • Requires integration with existing systems
  • Pricing may vary based on team size and complexity
  • Effectiveness depends on the quality of customer interactions
  • Potential learning curve for new users

Alternatives

No alternatives found.