Momenta
In private betav1 launching soon

Automate.Optimize.Accelerate.

CRM, conversations, calendars, campaigns and automation — one white-label platform for your agency and every sub-account you serve.

The platform is almost ready

Coming Soon

3Tenant tiers
12+Core modules
100%White-label
RBACPer permission
ContactsConversationsOpportunitiesCalendarsCampaignsEmail BuilderSMSAutomationReputationMembershipsReportingAI CopilotSub-AccountsRoles & Permissions
Why Momenta

One platform instead of eleven subscriptions

Agencies stitch together a CRM, an email tool, a scheduler, a review widget and a Zapier bill. Momenta replaces the stack — and lets you resell it under your own brand.

True white-label, down to the pixel

Your logo, your domain, your colours. Every surface themes from CSS variables, so an agency's accent repaints the whole workspace at runtime — no rebuild, no per-tenant fork.

Tap a swatch — the whole page repaints, exactly like an agency workspace does.

Permission-driven, not role-hardcoded

Navigation, buttons and API access all resolve from the permission set on the signed-in user. Grant a new key and the feature appears.

  • Custom roles per tier
  • Resource · action keys
  • Full audit trail

Sub-account templates

Package a working client build — pipelines, automations, calendars, campaigns — and deploy it to the next sub-account in one click.

AI Hub & Copilot

Ask Copilot about any account, draft campaigns, summarise threads and score opportunities — built in, not bolted on.

Reporting that rolls up

Activity, statistics and performance per sub-account — then rolled up to an agency view and a platform view above it.

The workspace

Every module your clients actually use

Grouped exactly how the work happens — engage the lead, market to them, then grow the account. Each module carries its own colour through the whole product.

Engage

Contacts

Unified records, smart lists, custom fields and tags across every channel.

Conversations

One inbox for SMS, email, chat and social — with real-time threading.

Opportunities

Drag-and-drop pipelines, stage automation and forecast value at a glance.

Calendars

Round-robin booking, availability rules and automatic reminders.

Marketing

Campaigns

Multi-step outreach across email and SMS with per-audience targeting.

Email Builder

Drag-and-drop composer, reusable blocks and brand-locked templates.

SMS

Two-way messaging, snippets and compliance-safe sending windows.

Automation

Visual workflow builder — triggers, branches, waits and actions.

Grow

Reputation

Review requests, monitoring and reply management in one queue.

Memberships

Courses, drip content and member portals for productised offers.

Reporting

Activity, statistics and performance dashboards, per account and rolled up.

Prospecting

Find and qualify agency-side leads, then convert them into sub-accounts.

Architecture

Three tiers. One data model.

Platform operators run agencies. Agencies run sub-accounts. Every record is scoped to the account it belongs to — enforced on the server, not the UI.

Tier 01

Platform

Momenta staff. Onboard agencies, define plans and entitlements, audit everything.

  • Agency onboarding
  • Plan & entitlement management
  • Platform users, roles & permissions
  • Audit logs
Tier 02

Agency

Your business. Spin up client workspaces, brand them, staff them and bill for them.

  • Sub-accounts & templates
  • Team users & custom roles
  • SaaS configurator & reselling
  • White-label domain & theme
Tier 03

Sub-account

The client workspace. All twelve modules, scoped to one business and its data.

  • CRM, inbox & pipelines
  • Campaigns & automation
  • Reputation & memberships
  • Dashboards & reporting
scopeAgencySub-accountData
Monetization

Stop reselling someone else's software

Momenta is built for agencies that sell software, not just services. Set your own plans, your own margins, and keep the customer relationship.

Reselling

Publish your own tiers and price sub-accounts however you like.

Add-ons marketplace

Upsell modules, credits and services from inside the workspace.

Affiliate portal

Track referrals and pay partners without a second platform.

SaaS configurator

Decide exactly which features each plan unlocks, per tier.

app.youragency.com

Agency plan

Growth

Active
Sub-accounts18 / 25
Team seats9 / 15
AI credits34k / 50k
MRR$14.2k
Churn1.8%
Net new+6
Roadmap

What's shipping, and when

We build in the open. Here's where the platform stands today.

  1. Shipped

    Core platform

    Multi-tenant foundation, agency onboarding, plans & entitlements, roles and per-permission access control, audit logging.

  2. In private beta

    Agency & sub-account workspaces

    Dashboards, contacts, sub-account provisioning, white-label theming and the reporting rollup.

  3. Next

    Automation & Conversations

    Visual workflow builder, the unified real-time inbox, campaign sequencing and the funnel builder.

  4. Then

    AI Hub, marketplace & public API

    Ask Copilot across accounts, the add-ons marketplace, affiliate portal and a documented public API with webhooks.

Be running on Momenta before your competitors hear about it

Founding agencies get locked-in pricing, migration help and a direct line to the team building it.