Momentum vs Resolve: Which Line to Buy First
What each line actually includes
| Capability | Momentum line | Resolve line |
|---|---|---|
| Pipeline, opps, leads | Full CRM | Read context; not primary UI |
| Cases, KB, SLAs | Not full desk | Full service desk |
| Mail on account | Yes (per seat) | Yes (per seat) |
| Workspace docs | Quotes, SOWs | Runbooks, macros |
| Support Embed (website widget) | No | Resolve Team+ |
| Lead Finder | Tier-gated | N/A |
Free Forever includes core apps on both lines within record limits — enough to pilot habits, not enough to run a full GTM plus support org on production volume.
Buy Momentum first when…
- Pipeline is the bottleneck — reps live in spreadsheets; nothing is forecastable
- Support volume is low — founders or AEs answer tickets from Gmail
- New logo motion is the bet — you are proving outbound/inbound before scaling CS
- Agents must read deals — MCP prompts target negotiation and commit first
Start on Momentum Team if you need Connect for customer calls; add Resolve when case volume justifies dedicated seats. See mail on account before enabling write tools.
Buy Resolve first when…
- Support is the fire — SLA misses, angry renewals, no ticket history on the logo
- Sales is founder-led and small — pipeline fits in one view; customers need a desk
- Website deflection matters — you will ship Support Embed on Resolve Team+
- MSP or services-heavy — delivery tickets are the system of record
Resolve-first teams still benefit from shared Accounts — upsell opps appear when cases repeat on the same logo. Add Momentum seats when sales outgrows founder closes.
Handoff: one graph, two motions
The failure mode is not picking the wrong line first — it is letting the second motion live in a separate tool after you buy line one:
- Same account — parent logo, not duplicate customer records
- Mail on account — sales and support threads on the logo, not personal inboxes
- Stage + case link — expansion opp references open P1 case when relevant
- CS intro from account mail — not a cold thread after close
Pair with sales-to-CS handoff and renewal playbook when both lines are live.
Decision matrix (quick)
| Profile | Buy first | Add next |
|---|---|---|
| 10-person sales-led SaaS | Momentum Team | Resolve when ticket queue > 1 FTE |
| MSP, 8 techs + 2 AMs | Resolve Team | Momentum for expansion pipeline |
| 20-person sales + CS | Compare One Team vs dual Team lines | One if add-ons stack up |
| Founder-only GTM | Free Forever or Momentum Starter | Resolve when support embed needed |
MCP read prompt (both lines)
For account [NAME], summarize: open pipeline, last 30 days mail themes, open cases by priority, and renewal date if known. Flag if sales stage and support sentiment disagree.
Works when both lines are licensed — otherwise the prompt returns half-truths. Read-first only until mail-on-account rate is healthy on both motions.
Rollout: 30 days on one line
- Week 1 — Pick line; import active accounts only; forward-only mail policy
- Week 2 — Stages or case types match real workflow; one MCP summary ritual
- Week 3 — Second motion pilot on five accounts (not full cutover)
- Week 4 — Finance review: second line vs One quote at app.salestrics.com/pricing
Common mistakes when buying two lines
- Same person, two seats without role split — AE does not need both unless they close and support
- Resolve seats for everyone — only customer-facing roles need full desk
- Skipping mail policy — second line does not fix inbox fragmentation
- Buying Growth on both lines for Orbit — compare One if Orbit + Connect + Ledger stack
RevOps should maintain a simple seat map: name, primary line, add-ons, mailbox — updated when someone joins or changes role. Agents use the map to explain usage; finance uses it at renewal.