Momentum — CRM

What does Momentum do?

Momentum is an AI-powered revenue orchestration platform, now part of Salesforce, that centralizes deal data and automates critical revenue workflows. It solves the problem of scattered deal intelligence, manual update work, and missed signals across the revenue lifecycle. Revenue operations, sales, and marketing teams use Momentum to capture conversation insights, generate account briefs and smart clips, and orchestrate the full revenue engine from lead to close.

Who is it for?

Momentum is built for revenue operations (RevOps) leaders, sales operations teams, and deal desk professionals at B2B companies looking to scale revenue without adding headcount. It is ideal for organizations that want a single source of truth for deal health and conversational data. It is NOT designed for solopreneurs, very small teams, or non-revenue departments.

Real use cases

RevOps leaders use Momentum to auto-generate roll-up briefs and smart clips for deal reviews, saving hours per week. Sales teams leverage conversational intelligence to uncover buyer signals and coach reps. Deal desks rely on orchestration features to route approvals and maintain compliance—all powered by AI that learns from your pipeline.

• AI Revenue Orchestration — Automate deal workflows and update CRM fields with contextual data from calls, emails, and meetings.
• Conversational Intelligence (Add-on) — AI note-taker with video library to capture, transcribe, and analyze every customer conversation.
• Account Briefs & Smart Clips — Auto-generated meeting summaries and key moment clips to align internal teams on deal progress.
• Data Integration Layer — Centralize signals from your CRM, email, calendar, and telephony into a single revenue view.
• Deal Health Scoring — AI-driven risk and opportunity scoring based on actual conversation data and pipeline behavior.
• Revenue Signal Alerts — Get notified on buyer intent, competitive mentions, and deal risks in real time.

Momentum pricing: from $30/user/mo (add-on).

For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →

Add-on: Conversational Intelligence

$30 per user per month. Includes AI note-taker and video library for conversation recording, transcription, and analysis. Requires a base Momentum plan.

Professional Services (Add-on)

Custom pricing. Augment your team with AI and automation prompt experts to handle setup, configuration, and ongoing management of Momentum workflows.

Momentum is now part of Salesforce. Contact Salesforce for current base platform plans and bundled pricing.

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