Momentum

Momentum is a no-code platform that automates sales workflows by integrating with tools like Slack and Salesforce, streamlining deal processes and collaboration.

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For sales, revenue operations, and customer success teams, Momentum helps reduce manual CRM work and coordinate actions across customer-facing workflows. It captures information from customer conversations, uses AI to summarize calls and identify details such as next steps, deal risks, and churn signals, and can sync relevant information to Salesforce. Teams can use Momentum to automate follow-ups and CRM updates, route alerts and customer insights into Slack, and coordinate deal workflows such as approvals and shared deal rooms. Its workflow tools support both prebuilt sales processes and custom rules, helping teams keep opportunity data current, respond to important customer signals, and make handoffs across revenue teams.

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