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.
Key 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.


Who Can Use This Tool?
- Sales & CS:Provides conversation intelligence and CRM-ready notes for sales and customer success teams to act on calls quickly.
- RevOps:Enables RevOps to surface organizational trends and deliver insights to leadership and engineering.
- Managers & Leaders:Gives managers quick access to call summaries for coaching and decision-making without manual listening.
Pricing Plans
Pricing information is not available yet.
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
✗ Cons
Cons will be listed here once they are curated.
Compare with Alternatives
| Feature | Momentum AI Summaries | Circleback.ai | Swyft AI |
|---|---|---|---|
| Pricing | N/A | $20.83/month | N/A |
| Rating | 8.1/10 | 8.2/10 | 8.3/10 |
| Summary Granularity | Concise actionable highlights | Action-item focused summaries | Structured GTM data extraction |
| Delivery Channels | Slack and Salesforce delivery | Web and API sharing | Web and API connectors |
| CRM Integration | Yes | Partial | Yes |
| Automation Engine | Yes | Yes | Yes |
| Coaching Support | Yes | No | No |
| Real-time Capture | No | Partial | Partial |
| Meeting Search | No | Yes | No |
Related Articles (6)
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Compare Gong's post-call analysis with Momentum's real-time AI agent that automates CRM updates and cross-functional GTM workflows.
**Salesforce** is the central nervous system for modern revenue teams. It’s the definitive CRM, the ...
An AI-native revenue stack that pairs Salesforce with Momentum to turn data into real-time action across GTM teams.
Chapter 1 argues 2025's AI landscape renders old AI strategies obsolete and calls for an agent-driven, data-orchestrated GTM.

