Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.
Description
Enhance the capabilities of Salesforce to ensure that essential projects flow seamlessly and are completed within deadlines. Work-Relay streamlines workflow management and automation, facilitating better communication among team members while enabling real-time progress tracking. Eliminate the hassle of managing numerous applications by consolidating teams, tools, and data into a single, cohesive hub. With the ability to integrate various tools, you can maintain synchronization across your operations. Combine order processing, inventory management, and client relations systems for a holistic view. Thanks to integrated communication features, teams remain connected and informed throughout each stage of the project. By managing work from one centralized location, you gain the visibility necessary for making informed decisions and effectively prioritizing tasks. Automate forms, assignments, and workflows to empower your team to work with greater efficiency and predictability. As tasks transition between teams or phases, smooth handovers help maintain continuity and minimize downtime. You can monitor the entire range of tasks, from incoming orders to installation timelines, all displayed on a unified dashboard, which promotes better coordination and visibility. This centralized approach not only enhances productivity but also fosters collaboration across all departments involved.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Asana
Yes
Deloitte Cascade Suite
No
Docusign
Yes
Flowtask
Yes
Gainsight
Yes
Google Calendar
Yes
Google Drive
Yes
Google Workspace
Yes
Infosys Regulated Document Management
No
Integrations
Salesforce
Yes
Asana
No
Deloitte Cascade Suite
Yes
Docusign
No
Flowtask
No
Gainsight
No
Google Calendar
No
Google Drive
No
Google Workspace
No
Infosys Regulated Document Management
Yes
Pricing Details
$69/user/month
Momentum offers flexible pricing plans tailored to meet the needs of revenue teams of varying sizes and requirements. Their offerings are structured to enhance go-to-market (GTM) operations through AI-driven insights and automation.
Business Plan: Priced at $69 per user per month, this plan is designed for teams aiming to streamline collaboration and automate CRM hygiene. It includes features such as AI-generated call summaries, action items, email follow-ups, workflow automation, and access to Deal and Account Rooms. Support is provided via Slack-based channels.
Transformation Plan: At $99 per user per month, this plan builds upon the Business Plan by offering advanced capabilities. It adds Executive Briefs, enhanced AI Signals, and premium support options, providing deeper insights to drive pipeline and GTM efforts more effectively.
Enterprise Plan: For organizations requiring customized solutions, the Enterprise Plan offers tailored features, including white-glove onboarding, AI and automation professional services, and Single Sign-On (SSO) integration. Pricing for this plan is available upon request, ensuring that it aligns with specific organizational needs.
Add-Ons: Momentum also provides optional enhancements to further boost workflow efficiency. The Conversational Intelligence add-on, available at $30 per user per month, includes an AI note-taker and a video library to improve conversational intelligence. Additionally, professional services can be added to any plan, offering expert assistance in setting up and managing AI and automation features
Business Plan: Priced at $69 per user per month, this plan is designed for teams aiming to streamline collaboration and automate CRM hygiene. It includes features such as AI-generated call summaries, action items, email follow-ups, workflow automation, and access to Deal and Account Rooms. Support is provided via Slack-based channels.
Transformation Plan: At $99 per user per month, this plan builds upon the Business Plan by offering advanced capabilities. It adds Executive Briefs, enhanced AI Signals, and premium support options, providing deeper insights to drive pipeline and GTM efforts more effectively.
Enterprise Plan: For organizations requiring customized solutions, the Enterprise Plan offers tailored features, including white-glove onboarding, AI and automation professional services, and Single Sign-On (SSO) integration. Pricing for this plan is available upon request, ensuring that it aligns with specific organizational needs.
Add-Ons: Momentum also provides optional enhancements to further boost workflow efficiency. The Conversational Intelligence add-on, available at $30 per user per month, includes an AI note-taker and a video library to improve conversational intelligence. Additionally, professional services can be added to any plan, offering expert assistance in setting up and managing AI and automation features
Free Trial
Yes
Free Version
No
Pricing Details
$35 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Momentum
Founded
2020
Country
United States
Website
www.momentum.io
Vendor Details
Company Name
Neostella
Founded
2019
Country
United States
Website
www.neostella.com/work-relay/
Product Features
Revenue Operations
AI Insights
Yes
Account Health Dashboard
Yes
Automatic CRM Updates
Yes
Contact / Activity Tracking
Yes
RevOps Automation
Yes
Revenue Dashboard
Yes
Revenue Intelligence / Reporting
Yes
Sales Analytics
Yes
Sales Forecasting
Yes
Third-Party Data Aggregation
No
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
No
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
No
Configurable Workflow
Yes
Customizable Dashboard
No
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No