Momentum.io vs. Pipeliner CRM

If you are a lean organization with looking to find a revenue orchestration and AI tool for call summaries, automatic field updates, etc. then I think Momentum is worth considering since there aren't many "small-player" alternatives in the market. The pricing is much better than comparable larger-players (i.e. Gong), and the Momentum is quick to iterate on their existing features and resolve bugs quickly.

Incentivized

Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.

• Perfect Notes taking from the meetings and providing it for the users. There have been no mistakes from the meetings so far
• Love the native language option out der. This works widely and takes the exact notes from the native conversations too
• The ability to provide more connectivity options like Zoom, Teams, Salesforce, etc.
• The team is always upgrading the platform with more features
• Price point is also one of the best ones in this app

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• Please try to make it easy while integration as currently Gui has less feature that make it happen.
• Hope you guys have api token for okta available but please do help upload some documentation for that.
• Clean and clear steps by step document for integration

• The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.

There's no doubt in this of renewal. We are all set and planning in phases to acquire more and more licenses. We provide AI licenses to sales account managers on the very first day. This is a mandatory onboarding step. Everything is going well.

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

The learning curve is extremely low. Almost anyone can get started building workflows. To the point, we have many sales reps who can create their own alerts and/or determine deal room criteria. I had never used Momentum before I joined Ramp and was building and updating existing workflows on my first day.

Incentivized

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

We have a shared slack channel with Momentum and their responsiveness and attentiveness to our concerns and bugs is top notch. They are quick to investigate and do a solid job of providing updates throughout the eval process. They typically resolve and respond rather quickly. The only reason this isn't a 10 is due to what I perceive as occasional resource constraints. Sometimes it does take a bit to hear back and the updates aren't ALWAYS proactive. I'm being nitpicky, but I think there's some room for improvement before calling this a 10/10.

Incentivized

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

In summary, Momentum.io truly shines when enhancing the Salesforce-Slack experience. However, when workflows become highly complex, require extensive integration outside of its core platforms, demand meticulous governance at scale, or necessitate deep operational analytics, its elegance can give way to a more cumbersome administration and implementation effort.

Troops was acquired by Salesforce and is no longer available Gong is focused on convo intelligence and keeps the data fairly locked up in their platform with limited pass through to slack or CRM. AI use cases are one off / blackbox vs customizable for your business needs. Momentum is built on AI, its not a bolt on that other companies are trying to add as a means to catch up.

Incentivized

The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.

Incentivized

• Momentum.io makes the whole customer onboarding process faster and smoother, which leads to a better customer experience, faster time to value and eventually less churned customers
• Lower customer aacquisition costs due to integrated workflows through Slack and Salesforce
• Improved forecasting due to better visibility through integrations

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.