Momentum Reviews & Product Details

What do you like best about Momentum?

We’ve been using Momentum (momentum.io) for a little while now, and honestly, it’s been a huge win for our go-to-market team.

It just works where we already live. The Slack integration is a standout—it feels like Momentum meets us where we are instead of pulling us into yet another tool. Deal updates, reminders, even nudges to follow up—it all flows right into our existing workflow. It’s subtle, but makes a real difference in keeping momentum (pun intended) on deals.

Salesforce hygiene basically takes care of itself now. Our reps don’t have to remember to log every note or update fields after a call. Momentum just pulls in details from Zoom, Google Meet, or Gong and syncs it all to the CRM. Our pipeline accuracy has gone way up without extra effort.

AI Signals and coaching have been surprisingly helpful. The AI picks up on risks or red flags from conversations and pushes them to the surface in real time. That visibility helps our managers support reps proactively, without needing to micromanage.

Setup support was solid. Getting the workflows going took some thought upfront, but their team was great at walking us through best practices and helping us unlock quick wins early. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

We did spend a bit of time getting it tailored to our process. If you’re a smaller team without RevOps muscle, there might be a learning curve at first.

Also, while it’s packed with value, the pricing might feel steep if you’re early-stage or not using Slack/Salesforce. That said, once you see the time savings and forecasting clarity, it starts to pay for itself pretty quickly. Review collected by and hosted on G2.com.

What do you like best about Momentum?

As a Director of Sales Operations, what I appreciate most about Momentum is how seamlessly it bridges the gap between our CRM data and actionable insights for the sales team. Over the past two years, the closed-lost and closed-won analysis feature of RetroPilot has been invaluable, and the support I’ve received has been outstanding. Specifically:

Real-Time Pipeline Visibility

Seamless Integration & Minimal Maintenance

Actionable Coaching Insights

In short, Momentum has become the backbone of our sales planning process. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

After two years of using Momentum.io, I genuinely can’t find anything I dislike about the platform. It has consistently delivered reliable, real-time insights without fail, and the intuitive interface has made our workflows smoother every step of the way. Momentum.io has become such an integral part of our sales operations that it feels more like a trusted partner than just a tool. Review collected by and hosted on G2.com.

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.

What do you like best about Momentum?

Momentum has helped us manage our Salesforce instance beyond what was possible for a small team. We no longer worry about fields being out of date since Momentum automates all our updates! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

There are some minor features that I find are not available yet, such as being able re-run call analysis, troubleshoot why an automating didn't work, and setting up our own logic to determine which account or opportunity I want momentum to write to after a call. Review collected by and hosted on G2.com.

What do you like best about Momentum?

incredibly easy to bring call insights directly to salesforce - ensures all data is captured.

customer support is great, shoutout Valentino!

AI insights is helpful to flag competitor mentions / product feature requests / new integration ideas Review collected by and hosted on G2.com.

What do you dislike about Momentum?

set up time / refining prompts is challenging Review collected by and hosted on G2.com.

What do you like best about Momentum?

The tool is very flexible with it's AI and notification use cases and the CS and leadership team is very helpful. Saves a ton of time for revops and marketing and other departments while uncovering insights we wouldn't have had otherwise. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

There could be additional off the shelf notifications prebuilt and some stronger integration with Clari and google slides. Review collected by and hosted on G2.com.

What do you like best about Momentum?

I love that once you set it up, it is like you hired your own personal call assitant. Their team is also just great! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

It is sometimes difficult to figure out how to take it off for calls where you are not allowed to have an AI tool. Review collected by and hosted on G2.com.

What do you like best about Momentum?

Momentum has made my life as a RevOps leader so much easier. The automation paired with AI has brought incredible information into our CRM. Sales no longer needs to update CRM data manually, and leadership knows where to go in our system to find it. It truly is brilliant. Integrating Slack and Google Drive allows for great cross-team collaborations without requiring all users to be in a CRM. It's just a great tool and company! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Honestly, there is no need for this question when it comes to this tool. Review collected by and hosted on G2.com.

What do you like best about Momentum?

Biggest draws:

- AI powered automations (call summarizations, drafted emails, next step updating in SFDC, auto-fill fields)

- Deal / Customer slack rooms with slack automations (emoji react --> update sfdc, email back and forth history)

- Slack Notifications (deal approvals for contracts, closed won deal notifications, new deal movement notifications)

- People (super responsive and helpful team, invested in making their product better with their customers)

Momentum essentially helps give our company view into our CRM without requiring that everyone at the company have a Salesforce license

It is a super powerful tool to play with automating our revenue tech stack. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

With any new product that is being built, there can be some hiccups, but the team is very quick to respond, troubleshoot, and fix.

I'm excited about the future product roadmap. Review collected by and hosted on G2.com.

What do you like best about Momentum?

Being able to automate most manual functions that were done with salesforce but also being able to bring salesforce reports to life in a slack channel to help harbor collaboration between teams. Very helpful on the customer retention side Review collected by and hosted on G2.com.

What do you dislike about Momentum?

a bit hard to figure out if you arent familar with automation but their CS team does a great job in teaching and how to build workflows Review collected by and hosted on G2.com.