Invite key people from your team to deal rooms in Slack.
Everything you need to move deals forward
Turn on notifications, approval requests and other workflows with just a few clicks to streamline the deal process
Get StartedMultitasking was never this smooth
Whether it’s a simple or complex sales workflow, Momentum works out of the box with your existing tools.
Pre-built recipes
to get you started
Automatically invite users to Deal Rooms
slack deal rooms automationChange Deal Room Name for POC stage
Automatically update the deal room when an opportunity goes to POC.
slack deal rooms automationCreate Asana task for approval request
Automatically create an Asana task for new approval requests.
asana opportunity approvalNotify upon new opportunity creation
Share when a new opportunity is created or modified.
slack opportunity notificationPost Closed-Won message to #sales
Invite key people from your team to deal rooms in Slack.
slack opportunity notificationRequest a MSA redlining with Legal
Engage your legal team to get help with redlining a MSA.
slack approvals requestsRequest a Sales Engineer for POC
Loop in a sales engineer to set up or run a demo with you.
slack opportunity requestsRequire qualification reason from SDR
Improve data hygiene with a required field to get a qualification reason.
salesforce opportunity automationSend new approval request via DM
Ping your deal desk team via DM when approvals are needed.
slack approvals notificationSet up 25% discount approval for deals
Set the required fields and approvers for requesting pricing discounts.
slack discounts approvalSubmit a security questionnaire
Get your security questionnaires handled by the InfoSec team.
slack opportunity requestsSync Slack approval to Salesforce opp
Ensure every Salesforce opportunity has the lastest Slack approvals.
slack opportunity approvalIt’s a huge win to have Momentum!
“Momentum enables us to achieve our sales number faster while having some fun along the way. With dedicated deal channels, everyone can finally row to the same beat. This can mean the difference of closing a deal in two weeks versus two months. It’s a huge win to have Momentum be part of our sales process.”
