Momentum
Momentum: A cross-functional revenue platform connecting forecasting, automation, customer signals and GTM data. Ranked #3 of 25 in Revenue Operations Software by our editors (8.8/10); pricing: Paid; best for cross-functional sales and customer-success teams.
At a glance
- Editor score8.8 / 10
- PricingPaid
- Best forCross-functional sales and customer-success teams
- Free planNo
- Paid from$69/user/mo
- Team coverageSales_marketing_success
- Facts checked22 Sep 2026
Where it wins
- Automates Salesforce updates, follow-ups and post-call action items
- Combines forecasting, churn signals and customer-sentiment insights
- Syncs structured GTM data with Snowflake and collaboration tools
Where it doesn't
- No free plan, with paid plans billed annually
- Enterprise pricing is custom rather than publicly listed
- Web and cloud deployment may not suit teams needing other options
Our verdict on Momentum
Momentum is an AI revenue orchestration platform for sales, revenue operations, customer success, marketing and executive teams. It turns customer interactions into structured data, updates Salesforce, automates follow-ups and sends workflow notifications through Slack and Microsoft Teams. The product is suited to mid-market and enterprise organizations that need sales, marketing and success teams to work from connected pipeline, account and customer signals.
The Business plan costs $69 per user per month when billed annually and includes GTM AI, call summaries, action items, email follow-ups, workflow automation and deal rooms. Transformation costs $99 per user per month annually, adding executive briefs, AI coaching and analytics while retaining workflow automation and deal rooms. Enterprise uses custom pricing and adds single sign-on, SLAs, white-glove onboarding and support, and compliance. There is no free plan, so Momentum is aimed at teams prepared to adopt a paid, annual revenue-operations system.
Its strongest fit comes from the breadth of its operating model. Momentum can summarize calls, extract Salesforce fields, objects, notes and cases, create post-call tasks, support pipeline forecasting and quota planning, and surface churn-risk, competitor-mention and customer-sentiment signals. Slack and Microsoft Teams alerts, deal and account rooms, historical CRM extraction, deal-change analysis and Snowflake synchronization extend that workflow beyond the CRM. Integrations include Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Clari, Cisco Webex, Google Docs, Asana, Outreach and Mixmax. Choose Momentum when revenue teams need shared automation and forecasting; choose a narrower tool if the priority is only call transcription or basic CRM task management.
Your product? Our editors can test Momentum in depth and publish a review, labelled as paid · from $149/mo →
Momentum pricing
All 3 Momentum plans and prices →
Momentum fact sheet
| Free plan | No |
|---|---|
| Paid from | $69/user/mo |
| Team coverage | Sales_marketing_success |
| Revenue forecasting | Yes |
| Workflow automation | Yes |
| Revenue attribution | Not verified |
| Data warehouse sync | Yes |
| API access | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, SSO/SAML, 2FA |
| Support | Live chat |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Salesforce, Slack, Microsoft Teams, Zoom, Gong, Google Meet … See all → |
| Pricing | Paid (source) |
| Website | momentum.io |
| Facts checked | 22 Sep 2026 |
Momentum integrations
Momentum lists 20 integrations on its own site.
- Salesforce
- Slack
- Microsoft Teams
- Zoom
- Gong
- Google Meet
- Chorus
- Salesloft
- Dialpad
- Clari
- Cisco Webex
- Google Docs
- Asana
- Outreach
- Mixmax
- Zendesk
- Gmail
- Outlook
- Snowflake
- BigQuery
See all Momentum integrations →
Alternatives to Momentum
- DealHubA broad quote-to-revenue suite for teams coordinating deals, contracts, billing, and reporting.9.3
- RevOpsA focused RevOps platform for pricing governance and deal approvals.9.0
- Fullcast PlanA planning suite for complex territory, quota, capacity, and routing programs.8.7
See all Momentum alternatives →
Momentum vs the competition
- Momentum vs DealHub
- Momentum vs RevOps
- Momentum vs Fullcast Plan
- Momentum vs CaptivateIQ
- Momentum vs Forma.ai
- Momentum vs Varicent Incentives
Compare Momentum with any tool side by side →
Also Ranked In
Momentum is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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