# Momentum review (2026): is it worth $69 a month per user, billed yearly? > Call notes that write deal data into Salesforce for revenue teams Checked Nov 13, 2026 ยท graded Nov 13, 2026 by ToolGPA. 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. - **Category:** AI Meeting Notes - **Made by:** Momentum - **Website:** https://www.momentum.io - **Runs on:** Web - **Who should skip it:** Pricey if you are one person or a small team: $69 a user a month, annual, from the Business plan. - **Facts last checked:** Nov 13, 2026 ## Pricing As of Nov 13, 2026, Momentum is a paid product, starting at $69 per user / month, billed annually. - **Pricing model:** Paid - **Free plan:** None. - **Free trial:** None listed. | Plan | Price | What you get | | --- | --- | --- | | Business | $69 per user / month, billed annually | Call summaries, action items, email follow-ups, CRM extraction, AI signals, deal and account rooms, with Slack-based support. | | Transformation | $99 per 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 https://www.momentum.io/pricing on Nov 13, 2026. Prices change, so confirm with Momentum before buying. ## Ways to pay less - **Startup plan: 50% off for small teams** (Startups): Teams with fewer than 10 people in go-to-market can contact Momentum for 50% off the Business or Transformation tiers. Source: https://www.momentum.io/pricing ## 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. ## Good for - Revenue teams that want call notes written into Salesforce without manual entry - RevOps leaders who need deal-risk alerts across many accounts ## 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. ## ToolGPA grades **GPA: 1.4 out of 4**, graded Nov 13, 2026. 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. - **Value for money: D.** $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. - **Free plan and trial: F.** No free plan and no trial are on record. - **Features: C.** Summaries, action items, CRM field extraction, signals, deal rooms and coaching agents, all around Salesforce. Teams is only coming soon. - **Ease of use: C.** No store rating on record. It has to be connected to Salesforce and Slack and the CRM fields mapped. - **Platforms and integrations: C.** Web only, with Salesforce and Slack as the only integrations. These are ToolGPA's own grades. 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. ## Where it 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. The category's chart of price against score: https://toolgpa.com/charts/ai-meeting-notes ## Keep it, 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. - You could make: Sales pipeline: an app builder makes this well. - You could not: A bot that joins your calls and turns the talk into notes. - You could not: Connections to other products, each kept working as those products change. - You could not: An AI model, which you can rent by the request but not make. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: People on the other end: coaches. No app builder makes those. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Salesforce, Slack **Tags:** Meeting notes, AI features, Sales pipeline, Workflow automation, Chat assistant ## Alternatives - [Gong](https://toolgpa.com/tools/gong): Revenue AI platform that records and analyzes sales conversations. [Compare](https://toolgpa.com/compare/gong-vs-momentum) - [Sybill](https://toolgpa.com/tools/sybill): AI sales assistant that turns calls into CRM updates and follow-ups. [Compare](https://toolgpa.com/compare/momentum-vs-sybill) - [Oliv AI](https://toolgpa.com/tools/oliv-ai): Meeting capture and AI agents for sales and customer teams. [Compare](https://toolgpa.com/compare/momentum-vs-oliv-ai) - [Avoma](https://toolgpa.com/tools/avoma): AI meeting assistant with scheduling and sales call coaching. [Compare](https://toolgpa.com/compare/avoma-vs-momentum) - [Attention](https://toolgpa.com/tools/attention): Sales call recording with AI agents that update your CRM. [Compare](https://toolgpa.com/compare/attention-vs-momentum) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 13, 2026: - https://www.momentum.io/pricing - https://www.momentum.io/ Page: https://toolgpa.com/tools/momentum Listed by ToolGPA (toolgpa.com).