A minimal CRM that feels familiar—yet keeps every organisation in its own vault.
Momentum delivers a crisp workspace for revenue and legal teams. Manage pipelines, intake, and renewals with the clarity you loved in Pipedrive, plus tenant-grade separation and auditability.
- 15-day free trial • no credit card required
- Drag-and-drop pipelines that mirror Pipedrive habits
- Tenant isolation enforced across APIs and Firestore rules
Designed for Momentum
• Multi-pipeline dashboards with stage-level health indicators.
• Activity queues and SLA timers to mirror the Pipedrive rhythm.
• AI summarisation for notes and handoffs—keep partners briefed without chasing updates.
Why teams switch from Pipedrive to Momentum
Keep the familiar pipeline flow while layering the controls your clients expect—custom roles, tenant isolation, and auditable activities built in.
Pipeline clarity in minutes
Spin up Kanban pipelines, shared inboxes, and automations that feel familiar to Pipedrive users—without weeks of configuration.
Shared context for every matter
Centralise activities, email summaries, and AI drafted follow-ups so legal, sales, and operations teams stay aligned.
Forecast with confidence
Track velocity, win rates, and revenue projections with dashboards tuned for partners and revenue leaders.
Tenant-grade separation without slowing down ops
Every data access path—React context, API routes, Firestore, and scheduled jobs—enforces the active tenant. No cross-org leakage, no blended dashboards, no guesswork.
- Role-based access, audit trails, MFA-ready auth
- Dedicated Firestore namespaces per tenant
- Reporting surfaces scoped to the active organisation
Isolation by design
Each organisation lives inside its own tenant with Firestore security rules, middleware guards, and audit logs backing every request.
Speed without bloat
A focused surface area keeps the UI crisp—clean forms, quick filters, and no distraction from the metrics that matter.
Migration-grade tooling
Import Pipedrive pipelines, map custom fields, and keep activity history so teams can switch in a weekend.
From sign-up to a live workspace in three steps
Launch a dedicated tenant, invite your operators, and start measuring results—all inside the free trial window.
Create your workspace
Sign up, name your organisation, and preview your workspace instantly with seeded pipelines and permissions.
Invite your team
Assign roles, enforce tenant isolation, and keep data siloed per organisation while enabling cross-functional collaboration.
Launch in 15 days
Use the trial window to sync data, automate follow-ups, and confirm readiness before conversion.
Try Momentum with your team risk-free
Access core CRM pipelines, workflow automations, and tenant chat for teams of up to ten people—before you pay a cent.
- Up to 10 seats during trial, with tenant isolation enforced
- Guided migration checklist and live success sessions
- Export-ready data if you decide not to continue
Simple pricing
After the trial, choose the plan that matches your team size. Every tier includes tenant isolation, audit logs, and AI copilots.
Billed monthly after the 15-day trial. Volume discounts available.
Frequently asked questions
Everything you need to know about getting started, migrating from Pipedrive, and keeping your data segmented per organisation.
How does the 15-day free trial work?
Every new workspace starts in a fully featured trial. We remind admins before the 15-day mark so you can convert or export without pressure.
Can we import our existing Pipedrive data?
Yes. Momentum mirrors Pipedrive objects—deals, contacts, organisations, and activities—so migration scripts keep IDs, owners, and history intact.
How is data separated between organisations?
Users authenticate into a tenant-scoped session. All reads and writes are filtered by tenant IDs in the client, API routes, and Firestore rules.
Do you support SSO or Google sign-in?
Email + password is production-ready today. Google Workspace SSO is on the roadmap—let us know if your team needs it and we’ll share the rollout schedule.