MomentumStorm
Premium workspace for growth and delivery teams

Revenue, people operations, and customer delivery in one high-trust platform.

Momentum unifies CRM, HR, workspaces, scheduling, call center operations, campaigns, commerce, and customer success so teams move faster, stay aligned, and convert with confidence.

Unified workspace
CRM, HR, commerce, campaigns, customer success
Team oversight
Permissions, approvals, audit history, workspace boundaries
Faster follow-up
Automation, task routing, AI-assisted workflows
Enterprise-ready by design: access control, approvals, and reviewable activity.
14-day free trial

Try the full operating workspace before the first bill.

Start with CRM, Storm, workspaces, HR, campaigns, and customer follow-up in one place. Stripe starts billing after your two-week trial, and you stay in control from billing settings.

Replace tool-switching with one connected workspace
Reduce handoff risk across marketing, sales, HR, support, and delivery
Give leadership live visibility with approvals and access controls already included
Launch offer
2 weeks
Free trial through Stripe, then automatic billing on the scheduled charge date.
Start free trialView plans
Outcome metric
Beta
launch partner program
with direct input into the roadmap while you get set up
Outcome metric
Guided
lead follow-up
with clear routing and ownership from first contact
Outcome metric
Visible
workflow progress
so managers spot delivery risk before customers feel it
Outcome metric
1
shared workspace
across CRM, HR, campaigns, support, and commerce
Storm
In-app AI assistant

Storm: the AI assistant built into the workspace, not bolted on top of it.

Storm knows which page and record you have open, prepares the daily brief, drafts the follow-up, and pulls call, ticket, and invoice history into a pre-call summary — but it never sends an email, posts a message, or merges a record on its own. Every external action waits in an approval inbox until you confirm it.

What Storm does today
  • Daily brief of new leads, missed calls, stale follow-ups, bookings, and at-risk customers
  • Pulls CRM, call, ticket, message, booking, and invoice history into a pre-call customer summary
  • Every drafted email, text, Slack message, or GitHub issue waits in your inbox for approval before it sends
  • Flags likely duplicate CRM records and prepares the merge — nothing merges or deletes without your confirmation
Knows the page you're on
Reads current page, section, and the record you have open
Keeps recent-page context across a session
Routes harder requests to the right specialist agent
Daily briefs and risk signals
Summarises new leads, customers, and tickets each day
Surfaces missed calls, stale follow-ups, and failures
Flags at-risk customers before renewal conversations
Nothing sends without your OK
Email, text, Slack, and GitHub drafts sit in an approval inbox
Record merges are prepared, never applied, until confirmed
Confirmation-gating applies to every external action, no exceptions
Reads the tools you connect
Google Calendar events and Gmail messages once connected
Stripe balance and failed-payment visibility
GitHub issues, with drafts for new ones you approve
Follow-up intelligence
Suggests next actions after calls, messages, and tickets
Proposes tasks, status changes, notes, and bookings
Builds pre-call summaries from CRM and support history
Voice and working memory
Understands spoken requests through Storm voice
Stores, recalls, and forgets org-scoped memory notes
Industry-trained guidance from Starter; persistent org-wide learning on Enterprise
Confirmation-gated by design

Storm can read connected Google Calendar, Gmail, Stripe, and GitHub data, and prepare emails, texts, Slack messages, GitHub issues, and record merges — but write actions always land in an approval inbox first. Nothing external goes out, and no record is merged or deleted, until a person confirms it.

Free self-diagnostic

See what your current setup is really costing you.

Answer a short set of questions about your team size, current tool spend and workflow, and get a results page that separates real numbers — calculated from your answers and Momentum's actual published pricing — from clearly labeled, cited industry benchmarks. No invented statistics, no guesswork.

What you get
  • A real cost comparison using Momentum's live pricing at your team size
  • Clearly separated, source-cited industry benchmarks — never a bare invented number
  • About 2 minutes, mobile-friendly, no auto-popup — only opens when you click
How teams get started

From fragmented tools to one clear way of working.

Momentum is designed as a guided journey, not a pile of features. Teams can connect their stack, launch core workspaces, and keep improving without losing ownership.

Compare plans
01 / Diagnose

Understand how you work today

Start with the systems, teams, handoffs, and customer journeys you already have. Momentum turns that into a clear path forward — not a messy tool migration.

02 / Connect

Connect the work

Bring CRM records, calls, calendars, mail, campaigns, commerce, meetings, and customer success into one shared context with clear ownership.

03 / Execute

Launch guided workspaces

Give each team the tools they actually need: sales boards, call rooms, manager views, HR flows, storefronts, portals, and builder studios.

04 / Scale

Govern and improve

Use permissions, approvals, automation, reporting, and AI assistance to keep work consistent as more people join the process.

System capabilities

Built for real operations, not just isolated demos.

HR + Workforce
Onboarding and employee records
Scheduling, attendance, and time control
People analytics and policy workflows
Workspaces + Permissions
Role-based access by team and function
Approvals for sensitive actions
Activity history leaders can review
Commerce + Builders
Quotes, bookings, and customer portal surfaces
Landing, forms, document, and campaign builders
Branded delivery with operational handoff
Call Center + Success + Sales
CRM-linked call and follow-up operations
Customer success workflows and health views
Pipeline, renewals, and ownership routing
Marketing + Content
Campaign planning and execution
Content production and distribution flows
Attribution and performance visibility
Scheduling + Coordination
Booking and calendar-linked workflows
Cross-team task handoffs
Operational queues and SLA support
Why teams choose Momentum

These are not separate modules bolted together after the fact. HR, permissions, commerce, call center, marketing, and scheduling run on the same records and audit trail, so nothing has to be re-entered or reconciled by hand.

Native integration layer

Connect the tools you already use.

Momentum is built to sit over calling, calendars, mail, meetings, accounting, contracts, social, maps, and delivery channels so teams can compare, import, sync, and work from one shared place.

Live-ready native connectors
TW
Twilio
TE
Telnyx
GO
Google Maps
GO
Google Calendar
GM
Gmail
MI
Microsoft Calendar
MI
Microsoft Mail
SL
Slack
TE
Telegram
LI
LiveKit
DO
DocuSign
XE
Xero
LI
LinkedIn
TI
TikTok
IN
Instagram
FA
Facebook
SE
SendGrid
Why teams switch

Every stitched-together stack breaks at the handoff.

When CRM, support, HR, and commerce each live behind a different login, someone becomes the manual sync — re-typing customer details, chasing status over chat, exporting spreadsheets before the Monday meeting. Momentum removes that step by keeping one governed record underneath every team.

Every record — lead, deal, ticket, invoice — traces back to one customer instead of a re-typed copy in another tool
Approvals and audit history are built into the workflow, not bolted on with a separate compliance product
New teams inherit existing permissions and data instead of waiting on another integration project
Platform in motion

See the workspaces your team will actually use.

Explore real product screens from the live platform — CRM, automation, commerce, HR, and more — so you know exactly what you are getting.

Real product screenshots
Your operations at a glance screenshot
Automation

Your operations at a glance

See every launch, bottleneck, and owner update in one executive view — so nothing slips between teams.

Automate the work that slows teams down screenshot
Builder Studio

Automate the work that slows teams down

Turn repetitive handoffs into visual workflows your team can launch without waiting on engineering.

Commerce

Build a storefront that sells for you

Design, merchandise, and publish a polished storefront without juggling separate design and commerce tools.

Give customers a premium buying experience screenshot
Customer experience

Give customers a premium buying experience

Show real products, offers, and brand polish on a live storefront built to turn browsers into buyers.

Capture leads with forms that convert screenshot
Form builder

Capture leads with forms that convert

Build branded capture flows that route every submission to the right owner automatically.

Launch pages that look expensive screenshot
Page builder

Launch pages that look expensive

Ship conversion-ready landing pages from one studio — no agency timeline required.

HR & people

Onboarding done right, every time

Track every hire from offer to day one with clear stages, owners, and readiness checks.

Your daily launchpad for focused work screenshot
Workspace

Your daily launchpad for focused work

Start each day with tasks, docs, and AI guidance in one workspace built for momentum.

Field sales

Plan territories on the map

Draw coverage zones, save routes, and keep field reps aligned on every territory they own.

Sales pipeline

Coach every deal before it stalls

Surface stagnation risk and low-engagement signals automatically, with a clear next step for every owner.

Finance

See cash risk before it's a finance surprise

Track invoices, payment status, and receivables risk in one commercial view instead of chasing spreadsheets.

Support

One home for every support conversation

Route tickets, calls, and chats by SLA and capacity, with AI callback and escalation suggestions built in.

Academy

Train your team without leaving the platform

Give every rep a guided curriculum with progress tracking, so ramp time drops and messaging stays consistent.

Business impact

Results that matter before you commit.

Fewer subscriptions, less manual work, more recovered customer relationships, and cleaner follow-through across every team.

Fewer
tool subscriptions
consolidate CRM, communications, commerce, and ops into one platform
Less
manual admin
automate handoffs, tasks, and follow-ups so teams focus on customers
Earlier
customer recovery
health views, renewals, NPS, and follow-up queues keep relationships on track
One
system of record
sales, commerce, meetings, campaigns, and support stay connected
Client voices
Enterprise feedback
Beta partner
Momentum replaced five separate tools we used to stitch together with spreadsheets and manual exports.
Operations lead, beta partner
Enterprise feedback
Early access
New leads used to sit in an inbox until someone remembered them. Now they route and get an owner within minutes.
Sales director, early access
Enterprise feedback
Beta partner
As a manager I can see where a deal or a support ticket is actually stuck without pinging three different people.
Customer success manager, beta partner
Enterprise feedback
Early access
We had real pipeline and support tickets running inside two weeks — most of that time was just agreeing on our own field names.
Revenue lead, early access
Enterprise feedback
Beta partner
Momentum replaced five separate tools we used to stitch together with spreadsheets and manual exports.
Operations lead, beta partner
Enterprise feedback
Early access
New leads used to sit in an inbox until someone remembered them. Now they route and get an owner within minutes.
Sales director, early access
Enterprise feedback
Beta partner
As a manager I can see where a deal or a support ticket is actually stuck without pinging three different people.
Customer success manager, beta partner
Enterprise feedback
Early access
We had real pipeline and support tickets running inside two weeks — most of that time was just agreeing on our own field names.
Revenue lead, early access
Revenue lead, early access
We had real pipeline and support tickets running inside two weeks — most of that time was just agreeing on our own field names.
Customer success manager, beta partner
As a manager I can see where a deal or a support ticket is actually stuck without pinging three different people.
Sales director, early access
New leads used to sit in an inbox until someone remembered them. Now they route and get an owner within minutes.
Operations lead, beta partner
Momentum replaced five separate tools we used to stitch together with spreadsheets and manual exports.
Revenue lead, early access
We had real pipeline and support tickets running inside two weeks — most of that time was just agreeing on our own field names.
Customer success manager, beta partner
As a manager I can see where a deal or a support ticket is actually stuck without pinging three different people.
Sales director, early access
New leads used to sit in an inbox until someone remembered them. Now they route and get an owner within minutes.
Operations lead, beta partner
Momentum replaced five separate tools we used to stitch together with spreadsheets and manual exports.
Ready to unify your team's work?
Set it up once — CRM, HR, commerce, and support stay in sync from day one.