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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.
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Starting Price
Custom
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
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.
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.
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.
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.
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.
