CAMPAIGN SALES AGENTS

Every campaign.
Every enquiry worked.

From an ad to a booked appointment, Momentum starts the conversation, answers the first questions, and sends your advisor the shoppers who are ready.

See the Momentum dashboard
Campaign agent Working now
META CAMPAIGNSummer launch428 clicks · $18.40 CPL
Agent active
→
New leadjust now
Jamie RiveraMeta · Summer collection

“I love the new collection. Can I book a consultation this Saturday?”

Ready to visit
→
Agent is qualifyingReplying on WhatsApp · 12 sec
Average response: 12 secondsWhatsApp · Meta · Phone · Email
THE LEAD JOURNEY

From first click
to booked appointment.

Momentum remembers the campaign, preferences, and timing behind each enquiry, so your advisor starts with the right context.

01ATTRACTA shopper taps your ad
02ENGAGEThe agent answers in seconds
03QUALIFYBudget, needs, and timing are clear
04HAND OFFA warm appointment reaches your advisor
YOUR SALES DESK

See every shopper
worth calling back.

Every campaign gets its own agent. See who wants an appointment, who needs more education, and who is ready for a personal advisor.

Agent conversationLive
Momentum · 9:41 AM

Hi Jamie — thanks for reaching out. I can help you find the right fit. What are you hoping to get set up?

I love the new collection. Can I book a consultation this Saturday?

Meta · Summer collection
Next best actionAnswer the plan question, then offer a call with Maya.
MEET LEADS WHERE THEY ARE

One agent.
Every channel.

Momentum keeps the conversation moving whether a lead replies from a social ad, a text message, an email, or a phone call.

◌
WHATSAPPQuick answers and appointment links92% reply rate Agent active
◎
INSTAGRAMDMs that remember the ad68% qualified Agent active
⌕
PHONEA real conversation when it matters12 sec pickup Agent active
@
EMAILFollow-ups that do not disappear4.2x more replies Agent active
✦
SMSA timely nudge, never a blast31% booked Agent active
THE CAMPAIGN COCKPIT

Know what your spend
is turning into.

Momentum connects campaign performance to the conversations and handoffs that follow, so you can see which ads create real opportunities.

PRODUCT CAMPAIGN · METACampaign performance↑ 24% this week
68qualified leads
428 enquiries$18.40 cost per lead31 appointments
✦LEAD QUALITYWarmth is rising.

More conversations are reaching a human with the right context.

+18%handoffs this week
↗BEST PERFORMERCustomer story ad

Instagram is bringing fewer leads, but the highest intent.

4.6xreturn on conversation
BUILT FOR YOUR SALES MOTION

More conversations.
Less chasing.

Momentum works inside your CRM, on every channel your leads use, with unlimited campaign agents that run day and night.

Make it yours
MomentumYour campaign agents
Every lead followed up Warm handoff to sales CRM record stays complete

Turn every click
into a conversation.

Let’s talk Momentum Meet the rest of the suite