Name: Momentum CRM
Author: Momentum CRM

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

Neat and Organized Interface: Users have praised Momentum CRM for its neat and formally organized interface, which has helped them keep their tasks and follow-ups in order. Several reviewers have expressed appreciation for the software's ability to provide a structured environment that enhances productivity and task management.

Reliable Phone App: Many users have commended the reliability and ease of use of Momentum's phone app. This feature allows them to access the software and manage their tasks conveniently from anywhere. The availability of a mobile application has been particularly beneficial for those who need to stay connected on the go.

Comprehensive Features: Reviewers have mentioned that Momentum CRM offers comprehensive features and functionalities for managing various aspects of their business. From creating multiple follow-up processes to running all aspects of their business, users appreciate the software's ability to meet their diverse needs. The robust set of tools provided by Momentum enables efficient client management, personalized interactions, scheduling optimization, and more.

Awkward and Busy Layout: Some users have found the drop-down menus and layout of Momentum CRM to be awkward and busy, making it difficult to navigate. 

Issue with Reading Texts: Several reviewers have mentioned that there is an issue with reading texts from the app, which can hinder effective use of the software.

Steep Learning Curve for New Employees: According to feedback, it takes about a week for users to get accustomed to using Momentum CRM. This may not be cost-effective for new employees who need to quickly adapt to the software.

Users of Momentum CRM have found the software to be incredibly useful in their day-to-day tasks. One key use case is the seamless and efficient loading of customer information. Users have reported that they are able to quickly input customer data into the system, saving them valuable time and improving workflow efficiency. This feature has streamlined their processes and made them faster, allowing users to focus more on building relationships with customers rather than spending time on manual data entry.

Another valuable use case of Momentum CRM is its ability to integrate with other applications, enabling users to push information seamlessly between different platforms. This has greatly improved productivity for users, as they no longer have to switch back and forth between various software systems. The ability to streamline processes and access all necessary information in one place has been highly appreciated by customers.

Furthermore, the excellent customer service provided by Momentum CRM has received positive feedback from users. The availability of representatives both in-store and through phone and email channels has been praised. Users have expressed satisfaction with the support they receive when facing any issues or needing assistance with the software, which adds value to their overall experience.

Additionally, the speed at which users can save data and navigate within Momentum CRM has been highly regarded. Users have reported that the software operates smoothly, allowing them to work efficiently without experiencing any significant delays or lag. This feature has contributed to a more productive work environment and improved user satisfaction.

Finally, one of the key benefits of using Momentum CRM is its effective client management capabilities. Users appreciate that they can securely store all associated notes and information about their clients within the software. This allows for easy access to client data at any time, ensuring that users can keep track of important details and effectively manage their client relationships.

Overall, Momentum CRM provides users with several key use cases that enhance their workflow efficiency, productivity, and client management capabilities. From quick data loading to seamless integration with other applications, along with excellent customer service and efficient navigation, this software offers valuable solutions for businesses of all sizes.

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Online Planner Edition

PlanPlus Online Professional Edition

PlanPlus Online Business Edition

PlanPlus Online

Momentum CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.