Momentum AI

What is Momentum AI?

Momentum is an AI Revenue Orchestration Platform that captures structured data from customer interactions, routes insights at speed, and automates execution across revenue systems. It uses AI to capture call summaries, CRM fields, and tasks after sales calls, automatically syncing with Salesforce and posting to Slack. Momentum aims to improve data hygiene, increase efficiency, and save hours of tedious admin work.

How to use Momentum AI?

Momentum integrates with your team’s existing tools. It automatically captures data from customer interactions, structures it, and moves it into your revenue systems. Define rules for GTM workflows, and Momentum automates execution in the background.

Momentum AI’s Core Features

Deal Execution Agent Customer Retention Agent AI CRO Agent AI Coaching Agent MEDDIC Autopilot Executive Briefs AI Signals + Alerts AI Coaching AI Notetaker Slack Notifications IQ Reports

Momentum AI’s Use Cases

• Automating post-call admin tasks like updating Salesforce and saving notes.
• Detecting closed-lost reasons and churn risks to drive automated workflows.
• Providing executive insights across accounts, reps, and pipeline.
• Delivering real-time, data-driven sales coaching.