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Talent and workforce operations
Connect candidate speed, client demand and workforce readiness in one operating model.
Momentum combines candidate and vacancy workflows with client CRM, interviews, communications, documents, hiring actions, onboarding, rota, attendance and workforce reporting. Recruiters can move quickly while retaining ownership, consent, stage and handoff evidence.
Operational pressure Momentum addresses
Candidate and vacancy notes are duplicated across ATS, inbox and CRM.
Fast-moving interview changes create missed communications and unclear ownership.
Placement does not flow cleanly into onboarding, time and workforce operations.
Consent, retention and sensitive people data require stronger controls than a spreadsheet.
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
Open demand
Create the client, vacancy, role requirements, commercial context and accountable recruiter.
CustomersJob openingsTasks
02
Source and qualify
Capture candidates, CV evidence, status, availability, consent and matching context in governed records.
CandidatesResume parserTalent pipeline
03
Interview
Coordinate calendars, preparation, feedback, communications and stage progression without losing the vacancy relationship.
CalendarMeetingsHiring
04
Offer and place
Track offer actions, documents, approvals and the transition from candidate to worker or employee record.
OffersDocumentsOnboarding
05
Operate the workforce
Manage schedules, attendance, timesheets, learning and pay-readiness evidence after placement.
RotaAttendancePayroll readiness
Consolidation map
Up to 43 separate tool categories across 5 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.
5
relevant departments
43
tool categories consolidated
35
major platform capability families
4
editable outcome measures
13 tool categoriesSales & 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.
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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.
7 tool categoriesCommunications
Picture an internal handoff, customer email, support reply, call and meeting all retaining the same customer and operational context.
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7 tool categories
Communications
Picture an internal handoff, customer email, support reply, call and meeting all retaining the same customer and operational context.
Internal team chat
Starter+Consolidates: General-purpose internal chat for operational threads
Channels, groups, replies, reactions, saved messages, files and customer-linked context
/communication/internalchat
Shared inbox
Starter+Consolidates: Separate team mailbox console
Merged external conversations, folders, assignment context and delivery state
/communicationsBoundary: Mailbox delivery and inbound sync require Google, Microsoft or configured SMTP/IMAP.
SMS workspace
Starter+Consolidates: Standalone texting console
CRM-linked texts, status callbacks and workflow actions
/communicationsBoundary: A telecom provider delivers SMS.
Call operations
Starter+Consolidates: Separate call-centre desktop
Calling, callbacks, dispositions, recordings and supervisor context
/callsBoundary: A telecom provider places calls.
Meeting operations
Growth+Consolidates: Separate meeting lifecycle tracker
Bookings, agendas, rooms, artifacts, attendance and CRM write-back
/communications/meetings
Delivery-health monitor
Growth+Consolidates: Provider-by-provider status spreadsheet
Failed sends, syncs, webhook events and reconciliation queues
/communications/health
Communication automation
Growth+Consolidates: Manual notification and follow-up coordination
Workflow-triggered customer and internal messages with owned exceptions
/dashboard/workflows
10 tool categoriesHR & Workforce
Imagine a new hire moving from candidate to offer, onboarding, schedule, attendance, goals and learning without another manual re-key of their identity.
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10 tool categories
HR & Workforce
Imagine a new hire moving from candidate to offer, onboarding, schedule, attendance, goals and learning without another manual re-key of their identity.
Core HR records
Growth+Consolidates: Basic employee-record system
Governed people records, organization and lifecycle context
/hr/people
Applicant tracker
Growth+Consolidates: Standalone ATS
Candidates, openings, stages, interviews, offers and hiring actions
/hr/hiring
Onboarding tracker
Growth+Consolidates: New-hire checklist tool
Cross-team onboarding, documents, owners, dates and readiness
/hr/people
Performance manager
Growth+Consolidates: Separate review and goals tool
Goals, reviews, skills and development context
/hr/performance
Compensation planner
Growth+Consolidates: Compensation review spreadsheet
Reward planning, approvals and budget context
/hr/compensation
Leave manager
Growth+Consolidates: Standalone leave tracker
Requests, policy, approvals and coverage consequences
/hr/leave
Rota scheduler
Growth+Consolidates: Standalone shift-scheduling app
Rotas, availability, open shifts, swaps and coverage
/rota
Attendance system
Growth+Consolidates: Separate clocking and exception tool
Clocking, attendance history, exceptions and manager review
/attendance
Timesheet workflow
Growth+Consolidates: Standalone time-approval tool
Timesheets, approvals and payroll-ready time evidence
/attendance/timesheets
Workforce planner
Growth+Consolidates: Capacity planning spreadsheet
Coverage, workload, labor pressure and staffing decisions
/managers/workforce-planning
7 tool categoriesOperations & Work Management
Picture every recurring process having an owner, trigger, approval, retry path, deadline and evidence trail instead of living in somebody’s memory.
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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
6 tool categoriesAnalytics & Planning
Picture a leadership metric that can be opened until the underlying records, dates and source events are visible—not a number pasted into a slide.
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6 tool categories
Analytics & Planning
Picture a leadership metric that can be opened until the underlying records, dates and source events are visible—not a number pasted into a slide.
Dashboard platform
Growth+Consolidates: Separate operational dashboard tool
Department and executive dashboards with organization-scoped sources
/dashboards
Report builder
Growth+Consolidates: Manual recurring report production
Report catalog, scheduled output, exports and drill-through
/analytics/reports
Metric query workspace
Growth+Consolidates: Ad hoc spreadsheet analysis
Governed queries, source labels and custom measures
/analytics/queries
Attribution analytics
Growth+Consolidates: Standalone attribution product
First, last, linear and position-based revenue attribution
/analytics/attribution
Forecasting
Growth+Consolidates: Separate sales/cash/workforce planning sheets
Recorded-input forecasts and scenario review
/dashboards/forecasting
Operational alerts
Enterprise+Consolidates: Manual anomaly-check routine
Failures, deteriorating trends and evidence-linked actions
/dashboards
Picture the workflow
From vacancy to workforce-ready placement
Select each moment to see how disconnected activity becomes one governed operating story.
With Momentum
Momentum joins client demand, candidate stage, communications, interview evidence and offer actions.
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.
Candidate stage ageing
Reduce qualified candidates sitting beyond the agreed stage threshold
Baseline35
Illustrative target state28
7 aged candidates
Reduction to validate
28 aged candidates
Target state
20% improvement
Relative target
Picture every candidate and hiring manager knowing the next step while recruiters work the exceptions first.
Formula: Candidates beyond stage SLA ÷ active candidates
Source records: Candidate stage, vacancy, owner and stage timestamps
How Momentum actually helps you get there
The applicant tracker keeps every candidate's stage and age visible against your own SLA, instead of surfacing only at the end of the month.
Applicant tracker
/hr/hiring
Candidates, openings, stages, interviews and offers with stage timestamps.
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 layerWhat 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.
Candidate and vacancy control
Recruiting records, job openings and pipeline status retain the link between talent and client demand.
Candidate profiles and CV context
Vacancy ownership and stages
Interview and placement workflow
Searchable notes and activity
/hr/hiring/hr/people/crm
Client CRM
Account managers can work vacancies and commercial relationships without maintaining a second company database.
Customer and contact history
Calls and mailbox context
Quotes and agreements
Renewal and account health
/crm/calls/commerce/quotes
Onboarding and workforce
Placed talent can move into governed onboarding, scheduling and time workflows.
Onboarding milestones
Employee service records
Rota and capacity
Attendance and timesheets
/hr/people/rota/managers/workforce-planning
People governance
Roles, page access, approvals and audit evidence help restrict sensitive candidate and worker information.
Role-based access
Approval checkpoints
Retention and data workflows
Reviewable administrative activity
/managers/role/admin/governance/admin/data-quality
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
Pipeline volumes
Counts real candidates and openings by recorded stage, owner and selected period.
Time in stage
Uses saved timestamps to identify ageing applications or hiring steps.
Placement flow
Compares recorded candidate movement and outcomes against vacancy demand.
Workforce coverage
Uses rota, attendance and time records where those models are in use.
Source performance
Attributes candidates and outcomes only when source values and conversion events have been captured.
Client delivery
Connects vacancy, communication and account activity to the shared customer record.
Governed automation
Remove repeated coordination, not accountability.
Route candidate or vacancy intake to a named owner.
Create interview and feedback tasks from recorded stage changes.
Trigger onboarding checklists after an approved placement or offer.
Escalate ageing candidates, missing documents and coverage exceptions.
Storm in this industry
Guidance grounded in the work in front of the team.
Summarise candidate and vacancy context before outreach.
Draft structured shortlists and hiring-manager updates from selected evidence.
Expose availability, feedback and next-action gaps.
Use the recruitment industry playbook while respecting configured organization access.
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 and calendar
Google or Microsoft
Interview invites and external communications require authenticated mailbox and calendar delivery.
Voice and SMS
Twilio or Telnyx
Candidate calling and texting use a regulated carrier network.
Payroll
ADP, Xero, QuickBooks, Deel, CloudPay or another approved rail
Submission, tax reporting and wage movement remain external regulated operations.
Identity and right-to-work
Approved verification provider
Jurisdiction-specific identity checks require an appropriate authoritative service and human review.
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
Design the data boundary
Define candidate, vacancy, client and worker records, lawful fields, access and retention ownership.
Week 2
Build the hiring flow
Configure stages, communications, interviews, documents, approvals and placement handoff.
Week 3
Connect workforce operations
Set onboarding, rota, attendance, time and payroll-export responsibilities.
Week 4
Validate with real cases
Run representative permanent and temporary journeys, test restricted access and reconcile operational reports.
Trust boundary
Claims the platform does not make.
Employment, immigration and worker-classification decisions require qualified human judgement.
Payroll submission and wage payment require external regulated rails.
Sensitive candidate data must be collected and retained under the customer’s lawful policies.
Practical questions
Is Momentum an ATS as well as a CRM?+
It includes candidate, job-opening, interview and hiring workflows alongside the client CRM, then extends into onboarding and workforce operations.
Can temporary staffing teams manage time?+
Rota, attendance, timesheet and approval workflows can manage operational time evidence. Payroll execution still needs the selected payroll and banking rail.
Can Storm rank candidates automatically?+
Storm can assist with evidence-based summaries and workflow guidance. Final hiring decisions should remain explainable, reviewed and free from prohibited discrimination.
How is candidate privacy handled?+
Organization scoping, roles, permissions, audit and data workflows provide controls; the customer remains responsible for configuring lawful collection and retention.
See your process in the platform
Bring one real recruitment 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.