Capture the Context
Review calls, texts, email, Facebook, and Instagram conversations alongside contact activity and purchase history.
What's included · CRM
Every conversation with a contact, in one place
Calls, texts, email, and social messages, plus every purchase and note, attached to the contact instead of scattered across five inboxes.
Why it matters
Make crm part of the full customer journey
A shared CRM brings contact details, conversation history, purchases, notes, pipeline activity, and payment collection into one organized sales record.
How it works
How crm works in Momentum
Organize the Record
Add notes, tags, and segments based on what each contact has purchased, viewed, or engaged with.
Continue the Relationship
Move the contact through the pipeline, collect payment, and use missed-call, follow-up, or AI lead-reply workflows when appropriate.
What you can do
Everything you need to put crm to work
One record per contact
Every call, message, and purchase attaches to the contact automatically, so you're not piecing it together from memory.
Follow-up that remembers the last conversation
See what a contact has already asked about or bought before you reply, not vague, generic outreach.
Notes that stay with the contact
Log a detail during the call, and it's there the next time anyone on your team picks up that conversation.
Nothing lives in someone's head
Purchases, requests, and history are visible to your whole team, not just the person who originally took the call.
Best fit
When crm belongs in your workflow
Start with the job this feature needs to do, then connect it to the customer record and follow-up around it.
Sales teams managing contacts, pipeline stages, and payments
Customer-facing teams handling calls, texts, email, and social inbox messages
Businesses personalizing follow-up from notes and contact activity
One connected platform
CRM works better when it is connected to everything around it
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
What is a CRM?
A CRM tracks every contact's activity and history with your business, so follow-up stays organized instead of depending on one person's memory.
Do I need a separate CRM tool alongside Momentum?
No. Contact management is built into Momentum, so your leads, customers, and communication history all live in one place.
Can I segment my contacts based on their activity?
Yes. You can tag and segment contacts based on what they've purchased, viewed, or engaged with.
Can my whole team access contact records?
Yes. Contact records are shared across your team, so anyone can pick up a conversation with the full history in front of them.
See crm inside Momentum
See how this feature fits with everything else in Momentum, then pick the plan that's right for you.
30-day money-back guarantee* · No contracts · Cancel anytime