Co-Founder Taliferro
Why the World Does Not Need Another CRM
Most teams already have a CRM, a project tool, a chat app, and three different places where notes live. The problem is not a lack of systems. The problem is that the work that matters still feels scattered. People end the day tired but unsure what actually moved.
That is the gap a Business Momentum System is built to fill. It does not try to replace every system you own. It sits closer to the work and keeps one question in front of you:
“What is the next move that matters?”
What Is a Business Momentum System?
A Business Momentum System (BMS) is a system that keeps your mission moving every day. Instead of focusing on records, stages, and reports, it focuses on moves, follow-ups, and relationships.
Where a CRM is a system of record, a BMS is a system of motion. It is less about “What is in the database?” and more about “Who do we need to talk to?” and “What needs to happen this week?”
TODD is an example of a Business Momentum System. It pulls together contacts, organizations, notes, surveys, emails, and tasks, then helps you decide what to do with them next.
How a BMS Differs from a CRM
On paper, a CRM and a BMS may look similar. Both have contacts. Both have organizations. Both can track activities. The real difference is in what they are trying to optimize.
- CRMs optimize for tracking. They store details about people, deals, and interactions so you can run reports and manage a pipeline.
- A BMS optimizes for motion. It surfaces a small number of important moves so people spend less time searching and more time acting.
If you want to see the contrast from the CRM side, you can look at how TODD compares to specific tools:
Each of those articles walks through the details. At a high level, the pattern stays simple: CRM tools are built to report on the story. A Business Momentum System is built to move the story forward.
The Core Jobs of a Business Momentum System
A BMS has a few core jobs. If it does these well, everything else becomes easier:
- Surface the next moves. Instead of showing you every record, it shows you the few people and organizations that need attention right now.
- Turn information into tasks. Notes, survey answers, and emails should not sit in a history tab. A BMS helps you turn them into clear actions.
- Protect relationships from going cold. It should highlight who has been quiet for too long and help you reach out before the connection fades.
- Keep context in one place. You should not have to dig through three apps to remember what you promised someone. The BMS should bring that context forward when you need it.
TODD does this by watching your data for signals and suggesting moves while you work. It is less about filling in fields and more about not missing the people who matter.
Why a Business Momentum System Matters Now
There are three big reasons a BMS matters more now than it did even a few years ago.
1. Too Many Tools, Not Enough Motion
Most teams are already overloaded with software. Every new solution promises less chaos. In practice, each one adds another inbox, another set of notifications, and another place where information can hide.
A Business Momentum System cuts across that noise. It does not try to replace every tool. It focuses on making sure the work that matters does not get lost inside them.
2. Work Is More Relationship-Heavy
Whether you are selling, partnering, fundraising, or running programs, the work increasingly depends on relationships. You cannot treat every contact like a row in a spreadsheet and expect good results.
A BMS keeps track of those relationships as living things. It helps you see who is moving closer, who is drifting away, and where a small nudge could change the outcome.
3. Management Alone Is Not Enough
Many organizations have reached the limits of management-heavy systems. They have dashboards, reports, and pipelines. What they lack is momentum.
If that sounds familiar, you might also want to read:
Those articles go deeper on the ways classic tools create drag. A BMS is one way to shift the focus back to motion.
What a Day Looks Like with a BMS
To understand the difference, it helps to picture a normal day.
Without a BMS, your morning might look like this:
- You open your email and react to whatever is on top.
- You jump into a CRM to update a few records for a meeting.
- You dig through notes and spreadsheets to remember what happened last week.
- You end up working from the loudest problem, not the most important one.
With a Business Momentum System like TODD, your morning looks different:
- You see a short list of the next moves that matter today.
- You see which relationships are getting quiet and need a touch.
- You see tasks created from notes, survey responses, and emails you already wrote.
You still have email. You still have meetings. The difference is that you have a clear center of gravity for your effort.
How TODD Acts as a Business Momentum System
TODD was built from the ground up as a Business Momentum System, not as another CRM. A few examples:
- It groups people and organizations by the mission you are trying to advance, not just by deal stage.
- It lets you import contacts and immediately start seeing who to reach out to first.
- It turns notes and survey answers into suggested tasks and moves.
- It helps you send targeted outreach without forcing you to become a full-time marketing operator.
If you want a detailed feature breakdown of how that feels in practice, the Business Momentum System landing page walks through specific screens and use cases.
Do You Replace Your CRM or Add a BMS in Front?
A common question is whether a Business Momentum System replaces your CRM or sits in front of it. The honest answer is: it depends on your size and your needs.
- Smaller teams often use TODD as their primary system. They do not need a heavy CRM. They need a focused way to keep relationships and outreach moving.
- Larger teams may keep a CRM for long-term record and reporting, and use TODD in front as the place where daily momentum lives.
Either way, the role of the BMS stays the same. It is where you go to see what needs to happen next.
When You Know It Is Time for a Business Momentum System
You do not need a new label for every new tool. But there are clear signals that it might be time for a system built around momentum:
- People rely on spreadsheets and side notes more than on the official systems.
- Important relationships go cold because no one had them on their radar.
- Review meetings focus on explaining what happened instead of deciding what to do.
- Your current CRM feels like a reporting tool, not a daily partner.
When those things are true, you are not dealing with a motivation problem. You are dealing with a momentum problem.
Bottom Line: Momentum Is the Product
In the end, most organizations do not need more fields, more dashboards, or more status updates. They need more momentum. They need a way to make sure that every week, the work that matters actually moves.
A Business Momentum System gives you that. It keeps the next move visible, turns information into action, and helps you protect the relationships that make the mission possible.
CRMs remember the past. A Business Momentum System helps you move the next step.
Frequently Asked Questions
Is a Business Momentum System just a new name for a CRM?
No. A CRM is built to be a system of record. A BMS is built to be a system of motion. They can share some data structures, but they are trying to solve different problems.
Do I need both a CRM and a BMS?
Some teams do, some do not. If you have heavy reporting needs and complex sales operations, you might keep a CRM and add a BMS in front. If you mainly need a clear view of what to do next and who to contact, a BMS like TODD may be enough by itself.
How is a BMS different from project management software?
Project tools are great at organizing tasks inside projects. A BMS focuses on relationships, outreach, and external motion. It is less about internal checklists and more about moving people and organizations toward a goal.
Where should my team start with a Business Momentum System?
Start by pulling your key contacts, organizations, and current efforts into the BMS. Then use it each day to work the short list of moves it surfaces. Over time, let that view become the first screen people open in the morning.
Why now?
Because the cost of scattered attention is higher than ever. When you have more tools, more data, and more noise, you need a system that cares about one thing: motion. That is what a Business Momentum System is for.
Tyrone Showers