What is Momentum?

Momentum AI captures sales and customer‑success conversations, automatically generating concise, structured summaries that are posted to Slack and saved as Salesforce notes. The platform applies MEDDIC‑based autopilot logic to surface deal‑stage risks, churn signals, and pipeline gaps, delivering AI‑driven insights in executive briefs and IQ reports.

Built‑in AI coaching highlights coaching opportunities and feeds back into team performance metrics. SmartClips extracts key call moments into short, shareable video snippets, while AI Notetaker and smart notifications keep every opportunity and account fully documented without manual effort.

Momentum pricing Subscription

Business $69/user/mo

Transformation $99/user/mo

Enterprise custom

Verify on the official pricing page.

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Momentum's key features

Automatic AI Notetaker
AI Coaching Assistant
Smart Notifications System
AI CRO Insights Engine
Deep Research Analyzer
SmartClips Video Snippet

Momentum use cases

Summarize sales calls into concise Slack-friendly bullet points that automatically populate Salesforce as structured call notes, eliminating manual transcription and ensuring all team members stay aligned in real time
Deploy MEDDIC‑based risk alerts to flag high‑risk opportunities, instantly notifying managers via Slack and generating SmartClip snippets of key objections for quick review and timely intervention
Leverage AI sales coaching to provide real‑time feedback and tailored question prompts during calls, with recorded highlights saved to CRM and shared across the team for continuous skill improvement