(FAQs)
Questions, answered plainly.
Getting started
How long until I'm actually using it?
The same afternoon. Import your book and go — no setup fee, no consultant, no six-week onboarding.
Can I bring my contacts from my current CRM?
Yes. Import your book in minutes and Momenta puts it to work right away.
Do I need to understand AI to use it?
No. The AI works in the background. You never configure it, prompt it, or learn it — it just tells you who needs you and drafts the replies for your approval.
Is there training or a class to take?
No. If you can read a text message, you can run Momenta.
Using it
Is it a real CRM, or just a reminder tool?
A full CRM. Contacts, pipeline, email, and texting — everything the big platforms do. It just doesn't make you fight it.
What's the “Today” screen?
The short list of who needs you right now — ranked, with the reason next to each name. It's where most agents start their day.
Where are the reports and analytics?
There aren't any to learn. Momenta tells you what's happening in plain words — who to call, what's slipping, where to spend your day.
Trust & safety
Does it text or email my clients as me?
Never without your say-so. It drafts; you approve every send. It never pretends to be you and never acts on your license.
Is my data mine?
Yes. Your book is yours — export it any time, including if you leave.
Does it handle consent and opt-outs?
Yes. Consent and opt-outs are built in — the right people get messaged, the ones who opted out don't.
Pricing & billing
What does it cost?
$199 a month for the CRM, or $249 with social built in. No setup fee, no contract, and a 7-day free trial.
Is there a contract or setup fee?
Neither. Month to month, cancel anytime, nothing to unwind.
Can I try it before I pay?
Yes — 7 days, on your own book, before you pay.