Zomentum Reviews

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.

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.

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.

Pros

What really stood out is how it brings services and hardware into one place. Being able to see client activity inside the same portal is a big win for keeping everything aligned. I also appreciate the way wholesale hardware can be linked through the platform, since it makes the workflow feel more connected. Another plus is the permissioning. sales access for non-sales staff is handled with confidence so the right people can work without worrying about overexposure.

Cons

The only thing I'd improve is deeper integration with RMM and accounting, since those connections would make the overall setup even more organized.

Pros

The integration with our PSA is genuinely excellent. it helps generate great quotes and templates quickly. I also like that the templates for quotes are customizable so we can shape them the way we need instead of sticking to generic layouts.

Cons

No real complaints, honestly. I just didn't have much time to dig deeper into everything the tool can do.

Pros

It is pretty easy to use and the feature set is really good especially for designing work. The tools geared toward creating and shaping designs stand out and everything flows in a way that makes it practical for day to day use.

Cons

The one thing that holds it back a bit is the lack of integration with supplier vendors. It doesn't connect smoothly with vendor platforms so you still end up working around that when you need supplier-related support.

Pros

The templating feature makes the whole sales process hassle free, especially when you're reselling hardware along with service products.

Cons

Occasionally it gets a bit glitchy, though it feels pretty reasonable given how quickly the platform is growing.

Pros

It's really easy to generate a quote and that's honestly the part I enjoy most. The workflow seems quick and take minimum effort so I can move through quoting without getting bogged down.

Cons

I do wish uploading templates was smoother, since that's the one step that could be a bit more user friendly.

Pros

I find it user friendly and simple to understand. On top of that I noticed it was cheaper than a few other options I was looking at which made it an even better choice for me.

Cons

One frustrating moment is that if I clicked outside the product box some of the changes I made didn't stick. I ended up losing a few edits just because I moved my click a little too far.

Pros

This app is really user friendly and their customer service team has been excellent. I haven't had any issues getting help or getting answers when I needed them.

Cons

Everything seems to be working correctly for me so I'm honestly not sure what the question is pointing to.

Pros

Zomentum organizes the sales workflow for MSPs and the standout part is that it lets Autotask and HubSpot integrate together without any hassle. I haven't seen another platform that offers this kind of connectivity which is a huge win if you're trying to keep your data and pipeline in sync.

Cons

The one thing missing for me is the inability to whitelist email addresses, domains and the SMTP settings for a mail address.

Pros

What really sold me on Zomentum is how it integrates with my BMS, handles linked products and lets me create reusable templates. It also has decent signing tools so I can get agreements signed before we actually commit to delivering services which saves a lot of back-and-forth.

Cons

An area that needs work is the editing tool. it feels pretty slow and there's no undo option so mistakes can be stressful when you're trying to refine documents.

Pros

Being able to import my Dell Quotes into Zomentum quickly is a big win and I also appreciate how it lets me collect deposit payments right after the quote gets accepted.

Cons

One thing I'd change is the deposit handling. if the deposits could be sent to QuickBooks automatically, that would save me from manually adding everything after the quote is approved and the invoice is created.

Pros

The automation in Zomentum really stands out and the overall system is easy to run day to day. On top of that the support team has been excellent whenever I've needed help.

Cons

PDF handling can be a bit hit-or-miss but beyond that, everything else has worked reliably.

Pros

Its interface is user friendly and easy to work with. Whenever we have questions, the support team replies quickly and even offers to jump on a Zoom call to walk us through what's going on. Integration with our CRM has been smooth so no problems there so far.

Cons

One thing that could be better is notification around bugs. If something goes wrong, it isn't obvious until the issue actually impacts us, though it doesn't happen often. That said it did seem to pop up repeatedly when we were starting the service.

Pros

The turnaround speed Zomentum gives us for closing proposals has really helped tighten up our process. We've also been able to send proposals right while we're still in the meeting which makes the whole workflow feel a lot more better. Prospects specifically seem to respond well to the way we operate thanks to the tool's speed and flow.

Cons

The navigation and the contacts layout could use some refinement. There's also room to improve how syncing works with AutoTask. right now the rules feel too loosely defined. A good example is when we add a new prospect and assign a primary contact, that contact then disappears after we win the business, once the client is fully onboarded in AutoTask.

Pros

Zomentum has been genuinely pleasant to use especially with the follow-up reminders that help keep things on track. It also integrates well with my main distributors, TD Synnex and Ingram Micro which makes sourcing feel much more professional. Overall the way it presents itself to end users comes across as professional and well thought out.

Cons

One thing that slows me down is the sign-in flow as I end up logging in twice and entering two separate MFA codes every time I want to use the platform. It's a bit annoying and I wish the SSO setup for Zomentum were fixed so it only requires a single login.