What is Momentum?
Momentum is an AI-powered CRM assistant that automates call documentation for sales and customer success teams. It leverages GPT-3 technology to transcribe, summarize, and extract actionable insights from customer interactions, eliminating manual note-taking and keeping Salesforce updated automatically.
How to use Momentum?
Simply connect your Salesforce and Slack accounts to Momentum. During calls, the app automatically records and transcribes conversations. Post-call, AI generates detailed summaries with action items and next steps. These updates sync directly to Salesforce and notify team members via Slack.
Core features of Momentum?
- AI-powered call transcription and summarization using GPT-3
- Automatic Salesforce CRM integration for real-time data updates
- Slack connectivity for team notifications and deal progress tracking
- Action item extraction and deadline tracking
- Pipeline health monitoring with customizable alerts

