Momentum review (2026): is it worth $69 a month per user, billed yearly?
Call notes that write deal data into Salesforce for revenue teams
Black Friday: is there a Momentum sale?
Momentum report card
Weak · out of 4.0 · graded Nov 13, 2026
Best for call notes that write into Salesforce
Momentum records revenue-team calls and writes the deal data into Salesforce fields. It costs $69 a user a month on yearly billing and up, the integrations are Salesforce and Slack, and Teams support is described as coming soon. The conversation-intelligence add-on is another $30 a user.
Who Momentum is for
- Fits if your revenue team lives in Salesforce and wants call notes to fill the fields
- Works for managers who want deal signals pushed into Slack
Who Momentum is not for
- Pricey if you are one person or a small team: $69 a user a month, annual, from the Business plan
- Watch out: the Conversation Intelligence add-on is $30 a user a month
- Skip it if you are not on Salesforce, as the product centres on Salesforce and Slack
- Watch out: minimum pricing thresholds may apply depending on implementation scope
- Skip it if you want to try it free first, as no free plan or trial is listed
Why Momentum gets a 1.4
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- DValue for money$69 a user a month on yearly billing is nearly three times the $25.49 that starts the dearest tenth of meeting-note tools, though it is built for revenue teams.
- FFree plan and trialNo free plan and no trial are on record.
- CFeaturesSummaries, action items, CRM field extraction, signals, deal rooms and coaching agents, all around Salesforce. Teams is only coming soon.
- CEase of useNo store rating on record. It has to be connected to Salesforce and Slack and the CRM fields mapped.
- CPlatforms and integrationsWeb only, with Salesforce and Slack as the only integrations.
What these grades rest on. Graded from this listing, whose facts were read from Momentum's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/momentum#review"><img src="https://toolgpa.com/badge/momentum.svg" alt="Momentum: 1.4 GPA on ToolGPA" width="196" height="56"></a>Where Momentum stands among AI meeting note takers
Momentum's GPA of 1.4 is higher than 0 of the 89 other AI meeting note takers we grade.
It stands best on features (C, above 1 of 89) and worst on free plan and trial (F, above 0).
Its paid plans start at $69 a month for each person, against a middle price of $12 for the category: 75 of the 76 others that charge start lower.
On features, ease of use and platforms it scores 2.0 out of 4. 69 tools score higher and cost less.
Each grade against the category
Every bar is all 90 AI meeting note takers we grade, cut by the letter each got. Momentum’s own letter is outlined.
- DValue for moneyAbove 1 of 89, level with 19
- FFree plan and trialAbove 0 of 89, level with 11
- CFeaturesAbove 1 of 89, level with 45
- CEase of useAbove 1 of 89, level with 54
- CPlatforms and integrationsAbove 1 of 89, level with 14
Price against what you get
Each dot is one of 77 AI meeting note takers. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Keep Momentum, or make your own?
Keep it
To replace Momentum you would be making a bot that joins your calls and turns the talk into notes. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 89 of the 89 other AI meeting note takers grade higher. It costs $828 a year.
What you could make
- Sales pipeline: an app builder makes this well.
What you could not
- A bot that joins your calls and turns the talk into notes.
- Connections to other products, each kept working as those products change.
- An AI model, which you can rent by the request but not make.
- It is priced for each person, which means accounts and billing for a team.
- People on the other end: coaches. No app builder makes those.
What this rests on. Momentum’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Momentum?
Momentum records sales and customer-success calls, writes summaries and action items, and fills CRM fields automatically, with alerts and deal rooms sent through Slack. It is aimed at revenue teams that work in Salesforce, and the company now says it is part of Salesforce.
Worth knowing
- Plans are priced per user and described as annual; no monthly or free option is shown.
- A Conversation Intelligence add-on is listed at $30 per user a month.
- Minimum pricing thresholds may apply depending on implementation scope, the page says.
- The product centers on Salesforce and Slack; Microsoft Teams support is described as coming soon.
Key features
- Call summaries and action items
- Condenses each call into an overview and turns next steps into buttons that create tasks in calendars and the CRM.
- CRM field extraction
- Writes insights from calls into CRM fields, which Momentum says covers 98% of field types, with a batch mode for historical calls.
- Ask Momentum
- Plain-language Q&A over calls, and on higher plans over accounts and deals.
- Signals and deal rooms
- Sends churn, upsell and deal-risk signals to the right people, with deal and account rooms created in Slack.
- Retention and coaching agents
- Separate agents capture customer-success calls, flag churn risk and automate sales coaching; availability varies by tier.
Momentum pricing
As of Nov 13, 2026, Momentum is a paid product, starting at $69 per user / month, billed annually.
- Starts at
- $69 per user / month, billed annually
- Free plan
- None
- Free trial
- None listed
| Plan | Price | What you get |
|---|---|---|
| Business | $69per user / month, billed annually | Call summaries, action items, email follow-ups, CRM extraction, AI signals, deal and account rooms, with Slack-based support. |
| Transformation | $99per user / month, billed annually | Business features plus calls-and-accounts Q&A, executive briefs and premium support. |
| Enterprise | Custom | Adds professional services, white-glove onboarding and single sign-on. Discounts are mentioned for teams of 50 or more. |
Read from momentum.io on Nov 13, 2026. Prices change, so confirm with Momentum before you buy.
Ways to pay less
- StartupsStartup plan: 50% off for small teams
Teams with fewer than 10 people in go-to-market can contact Momentum for 50% off the Business or Transformation tiers.
Stated on momentum.io
Works with
Momentum alternatives
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- Momentum vs Oliv AI
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- Momentum vs Avoma
Free trial · from $19/mo
Common questions
Does Momentum have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. Momentum is listed for Web.
Does Momentum have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. Momentum is listed for Web.
Is Momentum open source?
Momentum is not described as open source on its own site, as read on Nov 13, 2026.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 13, 2026.