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Momentum AI Summaries

AI-powered call summaries with Slack sharing and Salesforce notes save time and surface key sales/CS insights.
8.1
Rating
Custom
Price
6
Key Features

Overview

Page title: "Turn Every Sales Call into Actionable CRM Notes with Momentum AI" (original title: "Smart AI Call Notes for Sales & Customer Success - Momentum AI"). Published time captured: 2025-01-01T00:00:00+00:00. Author cited on the page: Steve Dinner (testimonial). Read time: 2 minutes. Article type: analysis. Summary: Momentum automatically converts every sales call into CRM-ready data by generating AI call summaries, delivering them to Slack for quick sharing, and saving notes directly to Salesforce. The product eliminates manual note-taking, provides at-a-glance conversation views for reps and managers, surfaces organizational trends and signals (for example churn risk and pipeline risk), and enables faster insight-to-action and coaching. The page emphasizes time savings (claims roughly ~10 hours/week of listening time reclaimed), consistent CRM documentation (automatic logging for calls, opportunities, and accounts), and coaching enablement (spot coaching opportunities via Slack). Testimonial from Steve Dinner, VP of RevOps, highlights delivering customer insights to leadership and engineering while minimizing “work about work.” Clear call-to-action on the page: "Get started." The page does not explicitly state pricing details or a free-trial offer; no pricing plans are presented on the captured page.

Details

Developer
momentum.io
Launch Year
Free Trial
No
Updated
2025-12-07

Features

AI-generated call summaries

Automatically generates concise, CRM-ready summaries of sales and customer success calls.

Slack delivery / shareable summaries

Call summaries are delivered to Slack to enable quick sharing and visibility across teams.

Automatic notes saved to Salesforce

Summaries and notes are automatically logged into Salesforce for consistent CRM documentation.

Trend and signal detection

Surfaces organizational trends and signals such as churn risk and pipeline risk to enable immediate action.

Coaching enablement

Helps coaches and managers spot coaching opportunities quickly through accessible call summaries.

Automation of call-to-CRM workflows

Reduces manual admin by automating the process of turning conversations into CRM notes and actions.

Screenshots

Momentum AI Summaries Screenshot
Momentum AI Summaries Screenshot

Pros & Cons

Pros

  • Time savings (claims ~10 hours/week reclaimed)
  • Consistent CRM hygiene through automatic logging
  • Faster insight-to-action via Slack delivery and signal detection
  • Improved coaching and leadership visibility
  • Reduces manual administrative work for reps

Compare with Alternatives

FeatureMomentum AI SummariesCircleback.aiSwyft AI
PricingN/A$20.83/monthN/A
Rating8.1/108.2/108.3/10
Summary GranularityConcise actionable highlightsAction-item focused summariesStructured GTM data extraction
Delivery ChannelsSlack and Salesforce deliveryWeb and API sharingWeb and API connectors
CRM IntegrationYesPartialYes
Automation EngineYesYesYes
Coaching SupportYesNoNo
Real-time CaptureNoPartialPartial
Meeting SearchNoYesNo

Audience

Sales & CSProvides conversation intelligence and CRM-ready notes for sales and customer success teams to act on calls quickly.
RevOpsEnables RevOps to surface organizational trends and deliver insights to leadership and engineering.
Managers & LeadersGives managers quick access to call summaries for coaching and decision-making without manual listening.

Tags

AIsales summariesCRMSlackSalesforcenote-takingRevOps