Verified User in Computer Software
AC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Momentum - Useful tool for SaaS"
5/5
What do you like best about Momentum?

The daily focus feature is simple but surprisingly effective, and the calming visuals and quotes create a nice start to my day. I also really like the to-do integration—it keeps my tasks in front of me without needing to open another app. It’s a great little boost for productivity when I’m working on my own. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

The biggest one for us has been the Salesforce integration—specifically, it's creating a lot of flows on the Opportunity object, which is causing frequent Apex CPU limit errors. This has impacted performance and required extra work on our end to troubleshoot and manage. While Momentum offers useful functionality, the backend impact on Salesforce could definitely be optimized to make it more scalable for larger orgs. Review collected by and hosted on G2.com.

Whitney W.
WW
Whitney W.
Account Executive
Mid-Market (51-1000 emp.)
"AE Momentum User - Have used for 3-4mo"
4.5/5
What do you like best about Momentum?

Accurate action items and great summaries included in emails Review collected by and hosted on G2.com.

What do you dislike about Momentum?

We are using Momentum to complete SPICED sales methodology sections - the content in each section are not always the most helpful. Also objections sometimes capture objections that are handled positively or objections to a current software they are switching from/other competitors they are looking at Review collected by and hosted on G2.com.

Pavila S.
PS
Pavila S.
Business Support Analyst
Enterprise (> 1000 emp.)
"Streamlined workflow with minor limitations"
4.5/5
What do you like best about Momentum?

Momentum makes organizing tasks and managing workflows incredibly easy. Its intuitive interface and user-friendly design minimize the learning curve for new users. The integration capabilities are robust, connecting seamlessly with other tools we use, which saves time and reduces manual effort. The feature set is versatile, and the customer support has been responsive and helpful whenever we've needed it. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

While Momentum is effective for most tasks, some advanced customization options feel limited compared to competitors. There are occasional bugs during integration with third-party apps, which can lead to short downtimes. Additionally, the frequency of software updates sometimes introduces unexpected changes that require additional adjustment from the team. Review collected by and hosted on G2.com.

Tarun Kumar D.
TD
Tarun Kumar D.
SalesForce Business Analyst
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Momentum is a very useful tool and goes across my google calender and zoom and salesforce"
5/5
What do you like best about Momentum?

The best part is the way it understands and gives the captions..The native language too is a big plus in calls... And now Momentum is able to update the imporant fields in opportunities from the captured info from the zoom calls which is the best part for me Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Nothing for now as the team is constantly updating the points Review collected by and hosted on G2.com.

Vir S.
VS
Vir S.
Account manager
Enterprise (> 1000 emp.)
"Solid addition to the GTM workflow"
4.5/5
What do you like best about Momentum?

It automates some of the administrative work for account management and sales teams, specifically the hand off between teams. That means less time going back and forth and a smoother customer experience. No real issues so far - our 1200 person org is continuing to use it more with generally positive feedback. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Nothing comes to mind at the moment - the Slack integration is smooth, and required fields are made easy to fill out. Review collected by and hosted on G2.com.

Freddy D.
FD
Freddy D.
Head of Sales
Mid-Market (51-1000 emp.)
"Easy way to leverage the data in call recordings"
4.5/5
What do you like best about Momentum?

Automatically pushing data to CRM, being able to leverage recording data to draft emails, understand gaps in deals, and prepare for calls. We have so much data on our calls and have struggled to use it effectively, and Momentum helps push us in the right direction. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Depending on how you prompt it you can get drastically different answers. Sometimes summaries are inaccurate, typical of other AI solutions. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
II
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Momentum - The product & the team are both great"
5/5
What do you like best about Momentum?

The value Momentum brings to our end users is incredible. The AI-powered call summaries automatically capture key points and write meaningful notes directly into our Salesforce CRM, which saves time for our reps. Our CRM hygiene stays clean and detailed without the manual effort. The platform also helps us draft follow-up emails, have an AI assistant for any post call clarifications etc., which are great. What's even better is non customer facing teams who still need customer insights can now get deep customer insights across support, sales because Momentum is listening to these calls on their behalf and can summarize information across thousands of calls. It also integrates well with your systems. Users use it a lot and find value in it.

What really sets Momentum apart is their team. They're genuinely customer-centric and take the time to understand your internal processes and workflows and align Momentum to fit perfectly with our business needs. The team has been fantastic partners. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

The product occasionally has some hiccups - nothing major, but there are times when we notice small glitches or things that don't work as smoothly as expected. I think this is likely growing pains as they're scaling rapidly, and better testing and deployment processes would help catch these issues earlier. Also, as they continue to grow fast, I'd love to see their support function mature alongside the business to handle the increased demand more effectively. Review collected by and hosted on G2.com.

Michael L.
ML
Michael L.
Member
Mid-Market (51-1000 emp.)
"This has been one of the most valuable additions to our sales tech stack"
5/5
What do you like best about Momentum?

I appreciate how seamlessly it integrates with Salesforce and Slack, streamlining workflows, supporting the sales team daily, and providing leadership with valuable analytics and insights into our conversations. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

One limitation is the absence of real-time support during calls, such as guidance tools, battle cards, or checklists to help reps while they’re speaking with customers. Review collected by and hosted on G2.com.

Thijs S.
TS
Thijs S.
Sales Manager
Mid-Market (51-1000 emp.)
"Helps in so many different ways"
5/5
What do you like best about Momentum?

I'm able to know what my team is doing and how calls are going async so easily now Review collected by and hosted on G2.com.

What do you dislike about Momentum?

nothing I can think off ------------------------- Review collected by and hosted on G2.com.

Tahrir Z.
TZ
Tahrir Z.
Growth Operations Manager
Enterprise (> 1000 emp.)
"Recommend for workflow and process automations"
4/5
What do you like best about Momentum?

Momentum allows teams to build custom workflows and connects to CRMs like Salesforce, allowing real-time updates, alerts, and pipeline visibility. This minimizes context switching and ensures data hygiene. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Reporting and analytics is not in-depth and can be improved a lot Review collected by and hosted on G2.com.