Capture the inquiry
Calls, texts, and web-form requests land in one inbox.
Consultants
A discovery-call request that sits for a day books with the consultant who replied first.
One platform for every inquiry, proposal, and past client who might refer the next one.
Capture the inquiry from your site or a referral, follow up on a sent proposal automatically instead of hoping the prospect circles back, and keep past clients warm with the check-ins that turn into repeat engagements and referrals.
Built for Consultants
Keep every customer conversation moving
Momentum brings inquiries, customer context, conversations, and follow-up into one connected workflow. Your team can see what happened, what comes next, and who needs a response without checking disconnected tools.
The workflow stays flexible enough to match how your consultants business qualifies opportunities, books next steps, and keeps long-term relationships active.
How it works
From discovery call to signed engagement
Track the proposal
Move each prospect through pipeline stages from discovery call to signed contract.
Respond fast
A missed-call workflow texts back automatically, so a prospect isn't left waiting.
Keep the door open
Past clients get a scheduled check-in instead of falling out of touch.
Practical capabilities
Tools for the way consultants teams work
Use the parts of Momentum that support your customer journey, from first contact through the next follow-up.
Lead Management
Every inquiry moves through your pipeline from first call to signed engagement, with past clients tracked for repeat work.
Call Management
A discovery call is logged against the right contact automatically, whether it's a first-time prospect or a returning client.
SMS Communication
Confirm a call time or send a proposal follow-up by text, without adding a client's number to your personal phone.
AI-Powered Content Creation
Draft the proposal follow-up or the case-study post in minutes.
Workflow Automation
A proposal that hasn't gotten a response gets a follow-up automatically, so a busy week doesn't cost you the deal.
Online Reputation Management
A finished engagement triggers a review request automatically, building the testimonials that win the next proposal.
One connected platform
Connect every part of your consultants customer journey
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
Does Momentum replace project-management software?
No. Momentum handles lead capture, CRM, communication, marketing, and payment collection, not project delivery or time tracking.
Can it follow up on proposals automatically?
Yes. A sent proposal gets a scheduled check-in instead of going quiet.
Can I stay in touch with past clients for repeat work?
Yes. Scheduled check-ins keep past engagements from going cold.
Can I build a landing page for a specific service?
Yes. Momentum includes a website, funnel, and landing-page builder.
See how Momentum fits your consultants workflow
Capture the lead, follow up, book the job, and take the payment — see how it maps to the way your team already works.
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