Zomentum
Last Updated
Overview
Zomentum accelerates sales for Managed Service Providers by combining a proposal builder, CRM, and assessment tool into one platform. While some integrations require precise configuration to avoid sync errors, the ability to create interactive microsites significantly modernizes the client experience to help MSPs close deals faster.
Zomentum Specifications
- Customer Relationship Management (CRM)
- Sales Automation
- Sales Pipeline Management
- E-signature Capabilities
What Is Zomentum?
Zomentum is a comprehensive Revenue Platform designed exclusively for Technology Partners, such as MSPs and VARs. The software consolidates the entire sales lifecycle from lead generation to payment collection to eliminate the need for disjointed tools.
It features a drag-and-drop proposal builder that creates interactive microsites and a sales automation engine that tracks document engagement. By integrating technical assessments directly into the quoting process, Zomentum software enables partners to visually demonstrate gaps and upsell services effectively.
Zomentum Pricing
The pricing for Zomentum is based on feature access and user count. The available plans are as follows:
- Expand: $83/user/month
- Growth: $90/user/month
- Enterprise: Custom pricing
Disclaimer: The pricing is subject to change.
Zomentum Integrations
The software supports integration with multiple systems and platforms, such as:
- Autotask
- Ingram Micro
- QuickBooks
- HubSpot CRM software
- Avnet
Who Is Zomentum For?
Zomentum is ideal for a wide range of industries and sectors, including:
- Managed service providers
- IT services
- Financial services
- Construction
- HVAC
Is Zomentum Right For You?
Zomentum is an ideal choice for growth-focused MSPs and VARs looking to modernize their sales stack. It transforms the quoting process into a digital customer experience and consolidates CRM, proposals, and payments, which makes it a powerful engine for scaling IT revenue. The platform utilizes Auth0 for third-party authentication to keep passwords off its servers.
Still unsure whether Zomentum is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Zomentum Features
AI Sales Flow Engine
The platform serves as a revenue engine that utilizes AI to power the entire sales flow. By eliminating clunky spreadsheets and multiple tools, it spots opportunities and manages complex processes to transform them into simplified engines that deliver results from day one.
Professional Proposal Designer
Users can reduce proposal and contract creation time by using a specialized design interface. The tool features an AI editor, drag-and-drop elements, and live distributor feeds, allowing sales teams to build professional quotes and contracts in minutes rather than hours.
Intuitive Revenue Platform
This intuitive system adapts to specific business models and scales effectively regardless of client volume. Whether a team manages 10 or 10,000 clients, the platform provides a centralized environment that replaces endless tabs and fragmented data with a unified revenue-focused workspace.
MSP Service Templates
The software provides professionally designed templates that cover a wide range of service types for managed service providers. These ready-to-use resources save hours by providing structures for everything from basic IT support to comprehensive managed security services.
E-Signature And Collection
The platform facilitates the transition from designing documents to getting paid through integrated conversion tools. By combining the proposal creation process with document execution, it ensures that revenue teams can finalize agreements and initiate billing within a single workflow.
Pros And Cons of Zomentum
Pros
Enables professional web-based quotes and contracts
Provides microsites for prospects to modify quantities in real time
Utilizes AI insights to identify unattended leads and alert teams
Cons
Initial setup and configuration benefit from a focused approach
Mastering the deep feature set requires dedicated exploration time
Zomentum Reviews
Total 17 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars47%
4
Stars53%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“quick quote sync”
Pros
Editing documents is pretty easy and hassle free and the workflow makes it quick to get changes done without constantly second guessing the interface.
Cons
Managing a sales catalog is a bit hard though as organizing items and keeping everything updated takes more effort than expected.
Rating Distribution
Ease of use
7
Value for money
10
Customer Support
8
Functionality
10
Small Business, 11-50 employees
“Quoting workflow done right”
Pros
Our quoting process is much more standardized with this in place. We can set default margins at the admin level and it pulls product details, pricing and availability directly from each of our distributors. When a quote is won, it automatically syncs to our PSA and financial system which saves a lot of manual work. The technical support has also been excellent.
Cons
The interface still seems a little rough around the edges and some of the wording comes across as very international.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Unified hardware and service portal”
Pros
The biggest win for us is how quickly we can assemble a quote or proposal, especially thanks to integrations like Etilize. We also really value the workflow where prospects can sync from our Marketing CRM into Zomentum and then flow through into our PSA which makes handoffs and management much easier.
Cons
The one area holding us back is the Autotask integration. Since Autotask is a key PSA tool for us, the connection definitely needs more refinement to be more reliable. We've run into cases where services don't sync into the PSA at all and sometimes quotes don't push the line items over. so we end up duplicating work to fix what didn't transfer.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
7
Functionality
7
Frequently Asked Questions
What language does Zomentum support?
The platform currently supports the English language.
What types of pricing plans does Zomentum offer?
Zomentum cost breakdown includes three plans: Expand ($83/user/month), Growth ($90/user/month), and Enterprise (Custom pricing). Request a personalized Zomentum price quote for your business today!
What other apps does Zomentum integrate with?
The platform integrates with various software and services including HubSpot CRM, QuickBooks, Ingram Micro, Autotask, and Avnet.
What level of support does Zomentum offer?
The platform provides support through chat and contact form.
Does Zomentum have a mobile app?
Information regarding a dedicated mobile app has not been specified by the vendor.
Who are the typical users of Zomentum?
Zomentum features are designed for businesses in industries and sectors like HVAC, construction, financial services, IT services, and managed service providers.
Does Zomentum offer an API?
Yes, the platform provides an API.