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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
Notion Yes 
Outreach Yes 
Salesloft Yes 
SendGrid Yes 
Slack Yes 
Stripe Yes 
Telarus SolutionVue No 
Trello Yes 

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 
Notion No 
Outreach No 
Salesloft No 
SendGrid No 
Slack No 
Stripe No 
Telarus SolutionVue Yes 
Trello No 

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
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 

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