Momentum Reviews & Product Details

I really appreciate the flexibility of Momentum in writing objects to Salesforce, which has helped us have fully complete opportunity discovery and MEDDPICC fields, and capture vendor contract end dates effortlessly. Deal and account rooms have been a game changer for us, ensuring our deal teams stay aligned without needing to chase people down. I also LOVE working with the Momentum team; they really make the process smooth and enjoyable. Additionally, Momentum has effectively replaced our call recording needs since moving off Gong, and the initial setup was a breeze since we just provided Momentum with the fields we wanted to fill. Review collected by and hosted on G2.com.

The user interface could use some improvement. They could also add more integrations. Review collected by and hosted on G2.com.

Life before Momentum: scribbling notes on a piece of paper during the call, missing a lot of information from prospects. Admin tasks after calls were time consuming, I had forgotten most of the calls by the EOD.

Life after Momentum: 100% focused on the prospect during the call, intros and demos are easy to execute as I can focus on the next steps without worrying if I lose any points. Momentum has completely transferred the way I work, and it actually has improved my win rates. It's a no-brainer! Review collected by and hosted on G2.com.

The only downside is some manual steps during a rescheduled meeting. Momentum needs to be invited back in as it only follows the original calendar bookings. Review collected by and hosted on G2.com.

Momentum is a game-changer for anyone who frequently uses Zoom for professional or personal calls. What I love most is how effortlessly it integrates into Zoom without disrupting the flow of the conversation. The real-time AI assistance provided by the app is incredibly valuable—it helps analyze the conversation as it happens, offering smart suggestions and contextual insights, which makes communication more efficient and effective. Whether it’s generating on-the-spot summaries, identifying actionable next steps, or even flagging critical moments for follow-up, Momentum adds a whole new level of productivity to virtual meetings. This seamless integration truly helps me stay organized and focused, saving both time and energy. Review collected by and hosted on G2.com.

Introducing more customization options for note formatting or prioritizing action items could further enhance the app's functionality. These are minor areas for improvement that don't detract from the overall value and effectiveness Momentum offers. Review collected by and hosted on G2.com.

Accurate Transcriptions

Actionable Insights

User-Friendly Interface

Smart Integration Review collected by and hosted on G2.com.

Learning Curve: Although the interface is generally user-friendly, new users might face a short learning curve to fully utilize advanced features and customize the app according to their needs.

Customization Limitations: Some users might feel that certain features or insights are not fully customizable to suit unique workflows or niche industry requirements.

Integration Concerns: While Momentum integrates with many tools, some users may experience challenges with compatibility or need additional help to connect it with legacy systems.

Dependence on AI Accuracy: Since it's AI-driven, the success of its insights and transcription relies heavily on the accuracy of the AI model, which could sometimes miss nuances like accents or dialects.

Offline Functionality: Momentum's AI features might have limited functionality when offline or in areas with poor internet connectivity. Review collected by and hosted on G2.com.

We just launched a new methodology and pivoted to a new persona, so without Momentum we’d be flying blind. Momentum removes friction across the sales process. We use it to automate deal updates, trigger workflows from Slack, and surface coaching moments straight from calls without adding admin work for reps. The Salesforce integration is clean and the real-time summaries help us move fast on complex, multi-threaded deals. Review collected by and hosted on G2.com.

Right now it works best in English. Some of our team sells in other languages, and while the core functionality still helps, features like call summaries or keyword detection don’t always pick up the nuance in German or Finnish. Would love to see broader language support over time. Review collected by and hosted on G2.com.

As we are rolling out a new sales methodology, Momentum leverages AI to help provide actionable coaching insights and meeting scores to measure how a sales rep's prospect conversations aligns with various competencies of the new sales methodology and across different stages in the qualification process. Momentum integrates beautifully with Gong and Salesforce. Review collected by and hosted on G2.com.

So far I have not found any downsides. The Momentum team has served as a great partner as we continue to modify AI prompts and adjust competencies to better align with our business. Review collected by and hosted on G2.com.

What I love most about Momentum is definitely the AI toolset. The AI Signals workflow has been a total game-changer for us. It takes all the guesswork out of where we should focus our attention because it tells us exactly which product areas are getting the most feedback.

What's even better is how it all connects with the Cross-Functional Signal Routing. We've set it up so that the signals don't just find the feedback—they automatically go to the right people. So, for example, bug reports and feature requests go straight to our product team, which completely streamlines our workflow. It's incredible because it ensures the right teams get the right information without us having to manually sort through everything. We're so excited to expand this and use it for all our new betas. Review collected by and hosted on G2.com.

The biggest area for improvement is the lack of integrations and flexibility with our existing feedback tools. It's difficult to get some of our feedback data out of the platform without having to rely on an API. It would be a huge help if there were more out-of-the-box integrations that allowed for a more seamless and flexible setup. Even having a Zapier integration would be huge. Review collected by and hosted on G2.com.

What I like best about Momentum is how it transforms everyday customer interactions into real‑time, actionable insights without extra effort. With deep integration into tools like Slack and Salesforce, it automates deal updates, call summaries, and pipeline risk alerts, so I can stay focused on closing deals rather than chasing data Review collected by and hosted on G2.com.

There can sometimes be inconsistencies when joining calls. Additionally, the consent page doesn’t always display correctly on smartphones, making it harder for participants to proceed smoothly. Addressing these issues would make the experience much more seamless Review collected by and hosted on G2.com.

It does a great job of summarizing my Google Meetings, touching on the core topics that were set up by our rev ops team.

Once the summary is complete, we receive a Slack message which is great for quick searches. We do not have to keep the app open to locate past meeting summaries.

On top of the core topics, we also receive Data Insights that will vary from call to call such as: Company infographics, Data Process, Lead Identification, Marketing Process, etc. It does a great job of analyzing the meeting and providing this semantic data.

The follow-up emails are also very thorough. It adds a personalized touch, not some generic response.

You can download the video, share the video, download the transcript Review collected by and hosted on G2.com.

It records as soon as you allow it into the meeting. It would be great if it would automatically edit out the part of the meeting spent waiting on the customer to arrive. Review collected by and hosted on G2.com.

The Retropilot feature is absolutely incredible - we use it to fill in fields to help with pre and post-sales handoff fields. It allows us to be hyper-specific with our prompts and saves us a tremendous amount of time. We use it for nearly all high-value Opportunities which enables robust details. It's super intuitive and easy to set up. If you have any issues their Support has been fantastic. Integration was a breeze, as well. Review collected by and hosted on G2.com.

I know they are working on this, but Retropilot did not work for Custom Objects and you have to manually rebuild each one per field. I would love if there was more ability to Clone to help save admins time. Review collected by and hosted on G2.com.