Momentum

Agents that turn sales calls into CRM updates, alerts, briefs and coaching.

Software you sign up for or install and run yourself. Submitted listing, not yet checked. Nothing on this page is sponsored.

What it does

Momentum, now part of Salesforce, captures customer calls and other interactions and runs four agents on them. The Deal Execution Agent updates Salesforce fields and saves notes and suggested tasks, the Customer Retention Agent flags churn risk and sentiment, the CRO Agent writes executive briefs and forecasts, and the Coaching Agent scores calls. Plans start at $69 per user per month on annual billing.

Type
Software product
Pricing
Subscription, from $69 per user/moChecked 23 September 2026
Setup
Needs configuration
Access
Web app, Slack
Human review
Review is optional
Integrations
Salesforce, Slack, Snowflake
Vendor
Momentum
Website
momentum.ioChecked 23 September 2026
Listed
23 September 2026

You provide

  • Recorded sales calls
  • Customer interactions
  • Salesforce data

You receive

  • Updated Salesforce fields
  • Call summaries and notes
  • Suggested tasks and follow-up emails
  • Churn and sentiment signals
  • Executive briefs and forecasts
  • Coaching scores

How the work runs

  1. 01

    Captures the interaction

  2. 02

    Extracts fields and signals

  3. 03

    Routes alerts

  4. 04

    Automates follow-up in the connected systems

Before it is handed over

Review is optional.

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