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Client and creative operations

Brief, build, approve and deliver client work without losing the commercial context.

Momentum connects client records and campaigns with landing pages, forms, documents, photo, motion and video workspaces, asset review, approvals, portals, delivery tasks and performance reporting. Teams can preserve the path from request to approved output instead of treating creative production as a detached file folder.

A creative agency team working together in a modern studio
Built for the operating team
Client servicesCampaign strategyDesign and contentProductionFinance and leadership
Operational pressure Momentum addresses
Briefs, feedback and final assets are scattered across messages and drives.
Client approvals delay launch because nobody can see the current decision owner.
Campaign performance is reported separately from the work that produced it.
Retainers and scope changes are hard to reconcile with delivery activity.
Connected lifecycle

How work moves through Momentum

Each stage uses a real platform surface and preserves the organization-scoped record, owner and evidence needed by the next team.

01

Win and scope

Keep the opportunity, stakeholders, proposal, commercial terms and intended delivery outcome on one client record.

CRMQuotesDocuments
02

Brief and plan

Turn the approved scope into campaigns, projects, tasks, owners, dates and governed workflow steps.

CampaignsTasksWorkflow builder
03

Create

Build pages, forms, documents, email content and media from connected studios with reusable assets and brand context.

BuildersCreative StudioEditors
04

Review and publish

Preserve versions, comments, approvals and launch readiness before publishing through the appropriate infrastructure rail.

Asset reviewApprovalsDomains
05

Report and renew

Join campaign and conversion evidence with client delivery, billing visibility, success plans and renewal posture.

AnalyticsClient portalRenewals
Consolidation map

Up to 56 separate tool categories across 6 departments

This is a workflow-consolidation count, not a claim that infrastructure networks disappear. Each row names the conventional point-tool category, the Momentum surface that absorbs the operational work, the minimum whole-company plan, and any provider boundary that remains.

6
relevant departments
56
tool categories consolidated
35
major platform capability families
4
editable outcome measures
13 tool categories

Sales & CRM

Picture a rep opening one account and seeing the lead source, next task, call, meeting, deal evidence, quote, forecast posture and renewal path without reconstructing the story.

+

CRM database

Starter+

Consolidates: Standalone contact and account CRM

Leads, contacts, customers, accounts, notes, groups and relationship history

/crm

Pipeline manager

Starter+

Consolidates: Separate deal-board software

Configurable stages, values, owners, evidence and next actions

/sales

Prospecting workspace

Starter+

Consolidates: Rep task and lead-prioritisation app

Priority queues, ownership, signals and focused rep execution

/crm/prospecting-center

Sales sequencer

Starter+

Consolidates: Standalone cadence platform

Multi-step sequences, branching, task steps, reply detection and exits

/crm/sequencesBoundary: External sends still use the connected mailbox or delivery provider.

Sales dialler workspace

Starter+

Consolidates: Separate dialler desktop

Calls Hub, callbacks, scripts, outcomes and CRM-linked call activity

/callsBoundary: Twilio or Telnyx remains the telecom rail.

Meeting scheduler

Starter+

Consolidates: Standalone scheduling link

Meeting types, booking pages, approvals, reminders and calendar handoff

/crm/calendarBoundary: External calendar sync uses Google or Microsoft.

Proposal and quote tool

Starter+

Consolidates: Separate quoting workspace

Catalog-backed quotes, documents, approval trail and customer handoff

/commerce/quotes

Forecast workspace

Growth+

Consolidates: Spreadsheet or specialist forecast layer

Probability-weighted pipeline, scenarios, quotas, commits and risk drivers

/dashboards/forecasting

Territory planner

Growth+

Consolidates: Separate mapping and territory app

Saved coverage zones, location context and rep ownership

/crm/territory-plannerBoundary: Map data uses Google Maps when connected.

Deal and lead coach

Starter+

Consolidates: Generic rep coaching assistant

Grounded lead/deal briefs using CRM evidence, gaps and next actions

/crm

Conversation coach

Enterprise+

Consolidates: Standalone call-intelligence overlay

Live transcript cues grounded in the selected lead, deal or account

/callsBoundary: Live coaching requires transcription/model capacity and is not autonomous decision-making.

Sales enablement LMS

Enterprise+

Consolidates: Separate sales academy and certification tool

Courses, practice, quizzes, evidence, manager review, credentials and coaching

/academy

Renewal tracker

Growth+

Consolidates: Renewal spreadsheet or point solution

Dates, ownership, risk, scheduled Stripe renewal actions and success handoff

/crm/renewalsBoundary: Payment execution requires the organization’s Stripe connection.
10 tool categories

Marketing & Campaigns

Imagine planning the audience, consent, message, landing experience, experiment and revenue evidence as one campaign instead of six disconnected projects.

+

Campaign planner

Growth+

Consolidates: Campaign project spreadsheet

Objectives, budgets, owners, approvals and execution status

/campaigns

Audience manager

Growth+

Consolidates: Standalone segmentation list tool

Addressable audiences, exclusions, consent and suppression evidence

/campaigns/consent

Journey builder

Growth+

Consolidates: Separate lifecycle automation tool

Trigger, branch, wait, channel and outcome journeys

/campaigns/journeys

Email studio

Starter+

Consolidates: Separate email design tool

Branded email composition, preview, approval and campaign handoff

/dashboard/campaignsBoundary: Delivery uses Resend, SendGrid or an authenticated mailbox.

Landing-page builder

Starter+

Consolidates: Standalone landing-page SaaS

Responsive sections, forms, conversion events, versions and publish control

/dashboard/landing

Form builder

Starter+

Consolidates: Standalone form and routing tool

Validated capture, consent, routing, CRM creation and submission analytics

/dashboard/forms

Experiment manager

Growth+

Consolidates: Separate A/B-testing workspace

Variants, allocation, outcomes and experiment governance

/campaigns/experiments

Attribution platform

Growth+

Consolidates: Standalone marketing attribution dashboard

First, last, linear and position-based attribution with record drill-through

/analytics/attribution

Content operations

Growth+

Consolidates: Content-calendar and approval app

Briefs, production, localisation, remix, owners and governed assets

/campaigns/content-hub

Social control desk

Growth+

Consolidates: Separate social scheduling console

Connected-channel planning, provider actions and delivery status

/campaigns/runBoundary: Social networks remain authoritative for publishing and media spend.
7 tool categories

Customer Success

Picture every CSM starting the week with explainable health, overdue milestones, support pressure, renewal dates and the customer’s agreed outcomes already prioritised.

+

Health-scoring platform

Growth+

Consolidates: Standalone customer-health tool

Explainable usage, service, NPS, sentiment and milestone components

/customer-success/health

Onboarding tracker

Growth+

Consolidates: Implementation and onboarding spreadsheet

Lifecycle journeys, milestones, owners, dates and interventions

/customer-success/journeys

Success-plan workspace

Growth+

Consolidates: Separate collaborative account-plan tool

Outcomes, stakeholders, commitments, evidence and QBR posture

/customer-success/plans

Voice-of-customer tool

Growth+

Consolidates: Standalone NPS and feedback console

NPS, feedback capture, themes and owned follow-up

/customer-success/voc

Customer 360

Growth+

Consolidates: Manually assembled account briefing

Commercial, service, usage, relationship and activity context

/customer-success/accounts

Renewal operations

Growth+

Consolidates: Renewal calendar or retention spreadsheet

Renewal ownership, dates, risk, payment schedule and expansion context

/crm/renewals

Customer portal

Growth+

Consolidates: Separate client-update workspace

Approved plans, documents, bookings, products, support and communication

/portal
10 tool categories

Finance & Accounting

Imagine finance tracing an invoice, approval, payment, bank movement and journal consequence without asking three teams to export their version of the truth.

+

General ledger

Growth+

Consolidates: Basic standalone bookkeeping ledger

Journals, posting trail, trial balance and ledger-derived statements

/commerce/ledger

Accounts receivable

Growth+

Consolidates: Invoice and collections tracker

Invoices, ageing, reminders, credits and collection ownership

/finance/receivables

Accounts payable

Growth+

Consolidates: Supplier bill tracker

Suppliers, bills, approvals, due dates and liability control

/finance/payables

Purchase-order control

Growth+

Consolidates: Separate procurement request tool

Purchase orders, approval and matching context

/finance/procurement

Budgeting workspace

Growth+

Consolidates: Department budget spreadsheets

Budgets, actual posture, ownership and variance review

/finance/planning

Cash forecast

Growth+

Consolidates: Manual cash planning workbook

Receivable, payable and recorded cash-event planning

/finance/cashBoundary: Authoritative bank movement requires a bank/accounting connection.

Fixed-asset register

Growth+

Consolidates: Standalone asset spreadsheet

Asset records, lifecycle and close evidence

/finance/assets

Period-close tracker

Growth+

Consolidates: Close checklist spreadsheet

Fiscal periods, tasks, evidence, approvals and exception review

/finance/close

Management reporting

Growth+

Consolidates: Manually assembled finance pack

Ledger-derived performance, position and drill-through

/finance/reporting

Payment reconciliation

Growth+

Consolidates: Processor reconciliation sheet

Stripe events, invoices, payment state and matching

/finance/cashBoundary: Stripe or banking rails remain authoritative for settlement.
7 tool categories

Operations & Work Management

Picture every recurring process having an owner, trigger, approval, retry path, deadline and evidence trail instead of living in somebody’s memory.

+

Task manager

Starter+

Consolidates: Standalone team task board

Owned tasks, dates, priorities, customers and operational context

/tasks

Workflow automation

Growth+

Consolidates: Separate no-code automation product

Triggers, conditions, approvals, tasks, provider actions, retries and publish gates

/dashboard/workflows

Approval system

Growth+

Consolidates: Email-based approval chains

Policies, request state, accountable reviewers and audit evidence

/admin/governance

Portfolio tracker

Growth+

Consolidates: Goals and initiative spreadsheet

Goals, initiatives, outcomes and progress visibility

/dashboards/goals

Capacity planner

Growth+

Consolidates: Workload spreadsheet

Rota, attendance and workload evidence for coverage decisions

/managers/workforce-planning

Operating memory

Growth+

Consolidates: Decision log and handoff notes app

Decisions, reusable rules, exceptions and next-step context

/ops-lab

Runbook control

Growth+

Consolidates: Static SOP documents

Executable workflow steps, approvals, exceptions and reviewable runs

/dashboard/workflows
9 tool categories

Creative & Builders

Imagine the brief, source asset, edit, review, approved version, landing experience and delivery handoff remaining one governed production story.

+

Landing-page studio

Starter+

Consolidates: Standalone page builder

Responsive sections, versions, SEO, analytics and publishing

/dashboard/landing

Form studio

Starter+

Consolidates: Standalone form builder

Fields, validation, CRM routing, consent and conversion events

/dashboard/forms

Document studio

Starter+

Consolidates: Standalone document builder

Templates, branded output, review and customer handoff

/dashboard/documents

Portal builder

Growth+

Consolidates: Separate no-code client portal builder

Registration, navigation, content, products, service, bookings and readiness

/portal

Photo editor

Starter+

Consolidates: Browser photo-editing point tool

Layered photo workspace, adjustments, effects and asset handoff

/editors/photo

Video editor

Starter+

Consolidates: Browser video-editing point tool

Timeline, compositions, effects, audio, captions and export jobs

/editors/video

Drawing and image studio

Starter+

Consolidates: Separate visual-creation apps

Canvas-based drawing, image composition and branded asset production

/editors

Asset review

Growth+

Consolidates: Separate creative review tool

Assets, versions, comments, review sessions and approvals

/creative-studio/assets

Render and export queue

Growth+

Consolidates: Manual export coordination

Presets, proxies, render jobs and delivery state

/creative-studio/exportsBoundary: Heavy rendering and durable storage require production compute and object storage.
Picture the workflow

From client brief to measurable launch

Select each moment to see how disconnected activity becomes one governed operating story.

With Momentum

Momentum connects the client, campaign, tasks, asset versions, landing experience and accountable approval gate.

Outcome planner

Set a target the source records can actually prove.

These percentages are editable implementation targets—not claimed customer results or guarantees. Capture the baseline first, agree the measurement window, then compare like-for-like organization data.

Approval turnaround

Reduce elapsed time for commercial, campaign, creative or operational approvals

Planning scenario
Baseline36
Illustrative target state29
7.2 hours
Reduction to validate
29 hours
Target state
20% improvement
Relative target

Picture the current version, accountable reviewer and deadline visible in one place—without a ‘which attachment is final?’ message.

Formula: Median(approval decision time − approval request time)
Source records: Approval request, reviewer, status and decision timestamps
How Momentum actually helps you get there

The approval governance workspace replaces email chains with a request state, an accountable reviewer and a visible deadline.

Approval governance
/admin/governance
Policies, request state, accountable reviewers and audit evidence.
Workflow automation
/dashboard/workflows
Routes the request to the right approver and can escalate if it stalls.
Get a 90-day plan for this target

We will email you this exact baseline and target with the rollout steps above, and log it so our team can help you configure it — a single follow-up, not a drip sequence.

Revenue enablement spotlight

From a sequence to live on-call coaching—and the plan boundary between them.

Momentum does not reserve everyday CRM execution for the highest tier. The difference is how much management, persistent organization context, live guidance and custom enablement surrounds the rep.

Enterprise

Sales operating layer
What reps and managers get

Everything in Growth plus Sales Academy, live on-call coaching, enterprise analytics, advanced governance and organization-aware Storm.

How personalization works

Persistent organization learning can use governed business profile, industry, products/services, audiences, goals, pain points and approved knowledge, with inspect/correct/forget controls.

Academy and live coaching

The tenant Sales Academy adapts core courses, lessons, examples and practice to the organization’s industry, products/services and buyers.

Imagine a rep practising an industry- and product-specific discovery scenario in the Academy, opening the real lead in CRM, working a governed sequence, then receiving concise on-call cues grounded in that record. That complete loop begins on Enterprise; Enterprise+ adds owned custom course publishing and managed enablement support.
Capability map

What the teams can operate

These are mapped to implemented Momentum workspaces. Availability still follows the purchased plan, staff permissions, configuration and connected-provider status.

Connected builder studios

Create conversion surfaces and operational documents without detaching them from customer and campaign records.

Landing-page and form builders
Document and email composition
Workflow and campaign builders
Preview, version and publishing controls
/dashboard/landing/dashboard/forms/dashboard/documents

Creative production

Browser-based photo, motion and video tools work with asset, review and export operations.

Media bins and project state
Timeline-based editing
Comments and review sessions
Render and export queues
/editors/creative-studio/assets/creative-studio/exports

Client operations

CRM, communications, tasks and portals keep decisions and delivery visible to the people who own them.

Customer 360
Internal and external conversation context
Branded client portal surfaces
Handoff and deadline queues
/crm/communication/internalchat/portal

Campaign control

Plan budgets, content, audience, consent, experiments and attribution while provider networks execute external sends or spend.

Campaign planning and approvals
Audience and suppression controls
Journey orchestration
Attribution and ROI views
/campaigns/campaigns/consent/analytics/attribution
Complete platform atlas

35 major capability families, available as the operation expands

The industry story above highlights the most natural starting workflow. This expandable atlas prevents the rest of Momentum’s breadth from disappearing: revenue, Calls Hub, communications, builders, creative production, finance, commerce, people, service, analytics, Storm, Model Manager, governance and integrations.

CRM, sales and revenue operations

Run the record-to-revenue lifecycle without losing context between prospecting, pipeline, proposals, payment and renewal.

+

Unified CRM

Organization-scoped leads, contacts, customers, accounts, deals, activities, notes, tasks and relationship history.

Pipeline and deal control

Configurable stages, ownership, routing, queues, territories, approvals, next-step discipline and manager inspection.

Quotes, invoices and renewals

Commercial documents, approval handoffs, Stripe-backed payment links and scheduled subscription renewal workflows.

Forecasting and revenue control

Pipeline value, probability-weighted forecast, quotas, commits, risk drivers, scenarios and manager coaching actions.

Sales engagement

Scripts, sequences, templates, tracked outreach, follow-up tasks, meeting booking and attribution-aware campaign handoff.

Calls Hub and cross-department communications

Keep phone, email, messaging, meetings and internal handoffs attached to the same operational record.

+

Calls Hub

Live calling workspaces, callback queues, call notes, outcomes, recordings, coaching signals, supervisor escalation and floor readiness.

Connected inbox and campaigns

Email composition, sender posture, campaigns, delivery telemetry, reply handling and follow-up from customer context.

Messaging and notifications

SMS actions, workspace notifications, customer messages, portal chat and workflow-triggered communications.

Meetings and bookings

Meeting types, booking pages, approvals, reminders, calendars, conference handoff and attendance history.

Cross-team handoffs

Shared tasks, approvals, comments, queues and audit trails connecting sales, finance, support, success, people and commerce.

Builder and creative studios

Create the customer-facing assets and internal processes that normally require several disconnected tools.

+

Workflow Builder

Visual triggers, conditions, approvals, tasks, communications, provider actions, failure handling and publish controls.

Landing and form builders

Branded pages, responsive sections, capture forms, validation, routing, analytics events and Stripe Checkout fields.

Portal Builder

Registration, dashboard, navigation, content, products, support, documents, bookings, chat and publish readiness.

Commerce Storefront Builder

Products, categories, sections, merchandising, inventory signals, hosted storefronts, checkout and order operations.

Creative production

Document, email, image, drawing, photo and video studios with asset management, review, approval and delivery handoff.

Analytics, reporting and Storm intelligence

Use live organization data, attributable events and explainable methods instead of decorative dashboard numbers.

+

Operational analytics

Organization-scoped database counts, sums, groupings and time windows across CRM, calls, campaigns, support, commerce, people and customer success.

Attribution and funnels

First-touch, last-touch, linear and position-based multi-touch attribution, source conversion, influenced pipeline and channel ROI.

Forecast and health methods

Probability-weighted revenue, pipeline movement, renewal signals, NPS, support, usage, sentiment and milestone-based customer health.

Reports and drill-through

Report catalog, custom metrics, exports and links from summarized measures back to the records supporting them.

Storm and Model Manager

Industry guidance, grounded workspace answers, model selection, agent controls, approval inboxes and—on Enterprise—persistent organization learning.

Finance and commerce operations

Connect customer commitments to money movement, financial control and fulfillment.

+

Finance workspace

Invoices, payments, expenses, budgets, approvals, cash visibility, revenue handoff, audit context and finance reporting.

Stripe-connected payments

Hosted Checkout, verified webhooks, customer billing, payment status, renewals and organization-owned Stripe connections.

Products, orders and inventory

Catalogs, price books, order lifecycle, stock movement, reorder signals, purchase-order drafts and fulfillment visibility.

Renewal management

Renewal pipeline, payment dates, Stripe subscription scheduling, lifecycle events, risk review and customer-success handoff.

Commercial governance

Quote and discount approvals, finance handoffs, immutable activity history and controlled provider actions.

People, service and customer success

Coordinate the employees delivering the work and the customers receiving it in the same operating context.

+

HR and recruitment

Employees, candidates, hiring, onboarding, documents, leave, payroll-ready records and workforce planning.

Scheduling and attendance

Rotas, availability, open shifts, swaps, leave, clocking, timesheets, exceptions, coverage gaps and labor pressure.

Support operations

Tickets, queues, SLAs, knowledge, comments, escalation, service analytics and customer-facing portal support.

Customer success

Health scoring, journeys, NPS, customer 360, collaborative plans, stakeholders, usage signals, renewal and expansion readiness.

Academy and coaching

Structured courses, lessons, quizzes, practice, evidence submissions, manager review, credentials and live call coaching.

Administration, governance and integrations

Scale access and connected providers without giving up tenant isolation, auditability or launch control.

+

Roles and access

Organization membership, business entities, roles, page and section access, advanced access planning and step-up controls.

Governance and audit

Approval policies, audit export, data-quality gates, launch readiness, billing enforcement and operational monitoring.

Integrations Hub

OAuth connections, provider health, webhook verification and replay, encrypted secrets, API access and custom integrations.

Branding and domains

Workspace, CRM, portal and storefront identity, white-label controls and custom customer-facing domains.

Data protection

Organization-scoped queries, permission checks, consent-aware tracking, retention controls and provider-signature verification.

Availability follows the purchased plan, assigned permissions, usage limits and provider readiness. A capability family can contain multiple screens, actions and controls; the count is intentionally based on the maintained public capability registry rather than an inflated count of every button.

Evidence, not theatre

How the analytics are produced

Momentum reports query real organization-scoped records. Where a provider or source has not been connected, the correct result is an empty, unavailable or setup-required state—not synthetic history.

Campaign performance

Uses recorded campaign, send, click, conversion and revenue events available to the organization.

Conversion rate

Divides captured conversion events by the relevant recorded visit or submission population.

Attribution

Compares supported attribution models while retaining the source events behind the result.

Delivery status

Uses saved task, workflow, approval and asset state rather than a manually decorated progress bar.

Client health

Combines explainable customer signals only where the account has real source data.

Commercial posture

Links quotes, orders, invoices and renewals to the same organization-scoped client context.

Governed automation

Remove repeated coordination, not accountability.

Route form submissions into the correct client or campaign queue.
Trigger review tasks when an asset reaches the configured gate.
Pause external campaign delivery when consent, approval or provider readiness is missing.
Create renewal and scope-review actions from recorded dates and account signals.
Storm in this industry

Guidance grounded in the work in front of the team.

Turn a client brief into a structured first draft and owner checklist.
Summarise review feedback and unresolved decisions.
Draft variants while keeping approved brand and customer context visible.
Explain campaign anomalies from recorded evidence rather than presenting unsupported certainty.
Connected rails

What stays native and what must connect

Momentum is the operating control plane. External networks remain authoritative when they deliver money, messages, identity, media, filings or physical goods.

Email delivery

Resend, SendGrid, Google or Microsoft

Campaign and client email needs an authenticated sender and domain reputation outside Momentum.

Social and advertising

Meta, LinkedIn, TikTok or Google Ads

The channel controls publishing, audience acceptance and media spend.

Media infrastructure

S3/R2, CDN and rendering workers

Large source files and production exports need durable object storage and compute.

Domains

Cloudflare, registrar or hosting provider

Custom-domain DNS and global delivery remain infrastructure services.

Implementation path

A controlled first-month rollout

The exact sequence changes with data volume and risk, but a production launch should prove identity, permissions, workflow, integrations, reporting and exception handling—not simply switch on pages.

Week 1

Model clients and delivery

Define client hierarchy, campaign types, review owners, naming and approval rules.

Week 2

Load brand and templates

Create approved assets, reusable builder templates, portal structure and delivery checklists.

Week 3

Connect channels

Authenticate sending, social, storage and domain providers; test status webhooks and failure handling.

Week 4

Run a real launch

Take one campaign from brief to publish, reconcile the evidence and train teams on version and approval discipline.

Trust boundary

Claims the platform does not make.

Momentum’s editors are broad browser workspaces, but high-end specialist finishing may still require dedicated creative tools.
External networks control final email, social, advertising and domain delivery.
Licensed assets and client-provided materials remain subject to their own usage rights.
Practical questions
Can clients see work without full staff access?+

Customer portal surfaces can expose approved, customer-facing information without granting access to the internal operating workspace.

Can we build and publish landing pages?+

Momentum includes landing and form builders with lifecycle controls. Custom domains still depend on correctly configured DNS and hosting infrastructure.

Does it replace Adobe or every specialist editor?+

It can consolidate common browser-based production and review. Highly specialised finishing, plugins or studio pipelines may still use external creative software.

Are campaign results live?+

They become live when real events arrive from Momentum surfaces or connected providers. Missing channel data is disclosed as a setup boundary.

See your process in the platform

Bring one real agencies workflow to a discovery call.

We will map the record, owners, permissions, provider rails, analytics and exception path so you can judge fit against your actual operation.

Plan the workflow