[ Momentum Reviews ](https://www.g2.com/products/momentum-momentum/reviews) [ Momentum Reviews ](https://www.g2.com/products/momentum-momentum/reviews) # Momentum Features ##### ## Incentives (2) Triggers Automatically recognizes achievements that should be added to the leaderboard. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (3) Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Call Analytics (4) Call Recording Records sales calls and facilitates playback Machine Learning Utilizes machine learning technology to analyze recorded sales calls Call Analysis Analyzes or facilitates the analysis of recorded and stored sales calls for insight Lead Qualification Leverages analytics to qualify and score calls in real time Show More ##### ## Artificial Intelligence - Conversation Intelligence (3) Customer Scoring Leverages technology to rate or "read" recordings to determine the impact of sales calls Speech-to-Text Transcribes sales calls from speech to text Sentiment Analysis Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation Show More ##### ## Setup (4) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Digital Workflows (2) Logic and Conditions Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Show More ##### ## Forms (2) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Show More ##### ## Automation (4) Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Responses (3) Personalization Provides personalized responses to interlocator based on segmentation or past responses. Route To Human Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had. Natural Language Understanding (NLU) Can have a natural, human-like conversation with an interlocator. Show More ##### ## Platform (6) Conversation Editor Allows business to edit conversations to meet the unique needs of one's business. Integration Gives users the ability to update systems, like CRM, based on conversations. Human-In-The-Loop Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants. Health Score Generates a score that represents the likelihood of customer churn and customer satisfaction. Customer Profiles Catalogues and organizes a profile for each customer where every data point is attributed to. Notifications Set alerts for customer profiles in need of urgent attention and resolution. Show More ##### ## Development (6) Real-Time Integration Supports event or transaction based integrations that react to changes in real-time Flow Designer Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface. Pre-Built Connectors Facilitiates API development and integrations with prebuilt connectors, templates, and examples. Custom Connectors Provides the ability to create connectors from existing services and APIs in catalog. Reusable connectors Provides prebuilt, reusable connectors and workflows for all user integration requirements. Multi - tenant architecture Enables multiple tenants (customers) to securely share physical computing resources. Show More ##### ## Management (5) Monitoring & Notification Console for monitoring resource utilization, system health, ability to start and stop processes, etc. Routing And Orchestration Enables data routing on configuration basis and management of complex workflows through an orchestration engine. Data Mapping Facilitates to and fro data map according to the data model between applications/web services. Data Transformation Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system. API Management Supports and oversees the management of API products across their full lifecycle Show More ##### ## Security (3) Data Encryption Employs data encryption both at rest and in transit. Security Standards Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data. Communication Protocol Supports secure communication protocols like FTPS, SFTP etc Show More ##### ## Integration Options (4) Data Virtualization Integrates data from disparate sources, without physical data movement Managed File Transfers Provides one or more methods to securely transfer data from one location to another through a network Big Data Processing Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase) EDI Provides Integrations to EDI service providers. Show More ##### ## Revenue Sourcing and Forecasting (7) Revenue History Allows users to track how previous revenue forecasts have developed over time Pipeline Management Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities Dashboard Analytics Reports results on revenue attainment, conversion rate, and overall revenue analytics Multi-Device Data Visualization Allows users to view data visualizations on several devices Data Segmentation Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health Revenue Operations Cadence Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success Show More ##### ## CRM Data Enrichment (5) Calendar Sync Automatically associates calendar invites to update deal progress in a CRM Email Activity Capture Automatically associates sales activities within emails to the relevant accounts in your CRM Conversation Intelligence Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM Marketing Leads Automatically links marketing leads to sales generated opportunities in your CRM Contact Capture Automatically captures contacts engaged with and associates to relevant accounts in a CRM Show More ##### ## Account Management (6) Nonengaged Accounts Identifies accounts that sales reps aren't engaging with Account optimization Maximizes account coverage by determining the optimal number of accounts per rep Historical Patterns Identifies common themes among historical deals that are won or lost Rep Performance Identifies common themes and actions amongst reps that close the most deals Account Engagement Allows users to track the level of engagement with each account and provides insights on frequency of engagement Historical Win/Loss Patterns Identifies common themes among historical deals that are won or lost to provide insights into successful strategies Show More ##### ## Deployment (1) Cloud to Cloud Supports deployment of integration apps to a managed cloud environment Show More ##### ## Predictions (6) Service Quality Assurance Service quality is measured in real time to provide alerts to case managers on opportunities for improvement Analytics Provides dashboards and reports to describe profiles and trends. Revenue Impact Measures the business value of each customer and their contribution to the company bottom line. Artificial Intelligence AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions. Sentiment The product automatically discerns customer sentiment from text and/or calls for proactive action. Retention Calculates the likelihood of your customers continuing to use your product or leaving. Show More ##### ## Generative AI (8) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Automation - AI Agents (2) Sales Follow-Up Allows users to automate responses to customer inquiries across various channels. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Show More ##### ## Autonomy - AI Agents (4) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Show More ##### ## Customization - AI Agent Builders (3) Natural Language Configuration Supports configuration using natural language instructions. Tone Customization Allows users to customize the tone of agent. Security Guardrails Enables definition of clear security guardrails for agent actions. Show More ##### ## Functionality - AI Agent Builders (4) Omni-channel Support Provides support across web, mobile, messaging apps, and other channels. Agent Branding Allows customization of agent branding, including visual appearance and conversational style. Proactive Response Capabilities Equips agents with proactive response capabilities based on predefined triggers. Seamless Human Escalation Facilitates seamless escalation to human employees for complex issues. Show More ##### ## Data and Analytics - AI Agent Builders (3) Analytics & Reporting Provides analytics and reporting on agent performance and interactions. Contextual Awareness Offers agents the ability to maintain contextual awareness across interactions. Data Privacy Compliance Ensures compliance with data privacy and governance requirements. Show More ##### ## Integration - AI Agent Builders (4) Workflow Automation Automates workflows and actions based on agent responses. API Usage Allows the use of APIs for advanced agent configuration. Platform Interoperability Enables interoperability with multiple platforms for unified experiences. CRM Data Integration Allows integration with CRM data to ground agent responses in business context. Show More ##### ## Agentic AI - Revenue Operations & Intelligence (RO&I) (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Workflow Design & Integration - AI Orchestration (6) Dependency Management Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically. Workflow Coordination Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks. Multi-Provider API Connectivity Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform. Multi-Step Workflow Creation Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation. Enterprise System Integration Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow. Real-Time Data Pipelines Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems. Show More ##### ## Performance Optimization & Analytics - AI Orchestration (6) Workflow Performance Dashboards Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows. Workflow Reporting Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration. Resource Utilization Monitoring Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting. Computational Resource Management Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs. Dynamic Scaling Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic. Component Monitoring Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow. Show More ##### ## Governance & Compliance Controls - AI Orchestration (5) Regulatory Compliance Ensures all AI workflows adhere to relevant regulatory standards and industry requirements. Governance Policy Enforcement Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations. Role-Based Access Control Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments. Audit Trail Management Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts. Security Protocols Applies robust security protocols and policies to protect sensitive AI deployments and data flows. Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - AI Sales Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Conversation Intelligence (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Productivity Bots (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Revenue AI Platforms (6) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Connects to multiple software systems or databases to gather relevant context data for AI agents Decision Making Makes informed choices based on available data and objectives Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Platform - Revenue AI Platforms (9) Conversation Intelligence Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health CRM Data Enrichment Augments, improves or enriches CRM data Actionable Insights Gathers actionable insights from customer interactions for strategic decison making Risk Flagging Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating Workflow Orchestration Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform Sales Coaching Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback Pipeline & Deal Management Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities Customer Data Capture Collects and organizes customer interaction data from multiple channels or systems Show More ## Top-Rated Alternatives [ ![Gong](https://images.g2crowd.com/uploads/product/hd_favicon/e33783a7fe09d9543772bf2218f64325/gong.svg "Gong") Gong 4.7/5(6,678) ](https://www.g2.com/products/gong/reviews) [ ![Avoma](https://images.g2crowd.com/uploads/product/hd_favicon/28a56d3509d59f96efa5ef31e3eb94b6/avoma.svg "Avoma") Avoma 4.6/5(1,363) ](https://www.g2.com/products/avoma/reviews) [ ![Workato](https://images.g2crowd.com/uploads/product/hd_favicon/5e21242185438a3b63b0b3cc5eb921b0/workato.svg "Workato") Workato 4.7/5(778) ](https://www.g2.com/products/workato/reviews) [ View All Alternatives ](https://www.g2.com/products/momentum-momentum/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Workflow Automation](/glossary/workflow-automation-definition) Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices. [Call Recording](/glossary/call-recording-definition) What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features. Momentum Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ba7ec16c546d0110cfe515805013d68d/gong.png "Product Avatar Image") Gong 4.7/5(6,678) [ Compare Now ](https://www.g2.com/compare/gong-vs-momentum-momentum) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ef63840722bf5b03767b426e1c070390/attention.png "Product Avatar Image") Attention 4.6/5(67) [ Compare Now ](https://www.g2.com/compare/attention-vs-momentum-momentum) ##### Categories on G2 [ AI Agents For Business Operations ](https://www.g2.com/categories/ai-agents-for-business-operations)[ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Workflow Management ](https://www.g2.com/categories/workflow-management) [ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ AI Agent Builders ](https://www.g2.com/categories/ai-agent-builders)[ Revenue Operations & Intelligence (RO&I) ](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[ Productivity Bots ](https://www.g2.com/categories/productivity-bots)[ Revenue AI Platforms ](https://www.g2.com/categories/revenue-ai-platforms)[ iPaaS ](https://www.g2.com/categories/ipaas)[ AI Orchestration ](https://www.g2.com/categories/ai-orchestration)[ Digital Process Automation (DPA) ](https://www.g2.com/categories/digital-process-automation-dpa)[ Proactive Customer Retention ](https://www.g2.com/categories/proactive-customer-retention) Show More ##### Explore More [ Best pricing software for small tech business ](https://www.g2.com/discussions/best-pricing-software-for-small-tech-business)[ Account-based orchestration apps with best user reviews ](https://www.g2.com/discussions/account-based-orchestration-apps-with-the-best-user-reviews-what-s-your-experience)[ Which accounts receivable system is best for startups ](https://www.g2.com/discussions/which-accounts-receivable-system-is-best-for-startups) [ What are the best practices for using a data room in corporate legal teams? ](https://www.g2.com/discussions/what-are-the-best-practices-for-using-a-data-room-in-corporate-legal-teams)[ What's the best CDP software for small tech startups ](https://www.g2.com/discussions/what-s-the-best-cdp-software-for-small-tech-startups)[ Pros and Cons Details ](https://www.g2.com/products/momentum-momentum/reviews?qs=pros-and-cons) Show More [ Best pricing software for small tech business ](https://www.g2.com/discussions/best-pricing-software-for-small-tech-business)[ Account-based orchestration apps with best user reviews ](https://www.g2.com/discussions/account-based-orchestration-apps-with-the-best-user-reviews-what-s-your-experience)[ Which accounts receivable system is best for startups ](https://www.g2.com/discussions/which-accounts-receivable-system-is-best-for-startups) [ What are the best practices for using a data room in corporate legal teams? ](https://www.g2.com/discussions/what-are-the-best-practices-for-using-a-data-room-in-corporate-legal-teams)[ What's the best CDP software for small tech startups ](https://www.g2.com/discussions/what-s-the-best-cdp-software-for-small-tech-startups)[ Pros and Cons Details ](https://www.g2.com/products/momentum-momentum/reviews?qs=pros-and-cons)