Momentum
Keep momentum in your workflow
Create online workflows for the important tasks your business does every day. Remove friction, and free up your team to do more, faster.
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More time for what matters most
If your team has to slow down to perform menial admin tasks in their workflow, they’re not able to focus on what they do best — sales, consulting, operations, or any other business-critical work.
Let Momentum put your best processes on autopilot with flexible online workflows that give your team and customers exactly what they need to do business.
Sales
- Follow your best sales process every time.
- Define a consistent online workflow that matches your sales process, simplifying the experience for both your sales team and your customers. Rest assured that the right information is captured, products are presented well, and best practice steps are followed.
- Eliminate the back-and-forth.
- Waiting on client replies, fact finding over calls or emails, and manual data entry slows down deal completion — which means you make less money. With momentum your customers can easily provide information and documents as part of a smooth online flow.
- Put the customer in control.
- Give your clients control over proposals and quote options that are not only polished and presentable, but allow them to have a choice of payment methods all in-flow.
Success at scale
- Smooth onboarding
- Momentum workflows can guide customers through a seamless and efficient onboarding process every time, allowing your team to swiftly deliver value. Collect the information you need, deliver basic instructions, set up meetings — with your critical information readily available, your team can hit the ground running, fostering deeper client relationships.
- Graceful renewals and upgrades
- Design a workflow that automatically contacts customers when it’s time to review their contract, prompts them to confirm renewal of their existing terms, or even upgrade their agreement on the fly.
Fulfillment on rails
Orders and fufilment
Set up workflows to smoothly handle product or equipment orders. Collect the exact details you need for manufacturing and fulfillment from the client at the point of order - without the need for emails, or back and forth. Automatically generate purchase orders, and send them through to clients and to the finance teams.
Back of house
Use Momentum internally to create a better experience for your team, and save time on internal tasks, by turning your common processes into workflows. From department handover and check-in/receipt of inward goods, to product quality and team safety checks — you can build a workflow that makes it easy for the right process to be followed by your team, every time.
Make every experience the best customer experience.
Help your team look like rockstars by keeping things seamless for customers. Customers know what is needed from them, and can do things when they want, on their own time — even while you are sleeping.
Momentum provides a professional and easy to use experience on both sides of the relationship, with customisable touch points, milestones, document generation, and more.
Want to save your team time and effort?
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