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Zomentum

The Revenue Platform for Partners.

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Overview

Zomentum provides a comprehensive Revenue Platform designed to streamline sales processes for MSPs and other IT partners. It combines a CRM, sales pipeline management, quote and proposal builder, and e-signature capabilities into a single tool. Zomentum is purpose-built for the IT channel, featuring integrations with major PSA, RMM, and distribution platforms to automate the entire sales workflow from lead to signed contract.

✨ Key Features

  • MSP-specific CRM
  • Sales Pipeline Management
  • Proposal & Quoting Builder
  • E-signature
  • PSA & RMM Integrations
  • Distributor Integrations (e.g., Ingram Micro, TD Synnex)
  • Sales Automation

🎯 Key Differentiators

  • Purpose-built for the MSP sales workflow
  • Combines CRM, quoting, and automation in one platform
  • Deep integrations with PSA, RMM, and IT distributors

Unique Value: Eliminates the need for multiple disparate sales tools by providing a single, integrated platform for MSPs to manage their entire sales cycle.

🎯 Use Cases (4)

Managing sales pipelines for MSPs Creating and sending professional quotes and proposals Automating sales follow-ups Streamlining the handoff from sales to service delivery

✅ Best For

  • Sales acceleration for Managed Service Providers.
  • Standardizing the quoting process for IT solution providers.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Businesses outside the IT services and MSP industry.
  • Companies that do not require quoting or proposal generation.

🏆 Alternatives

ConnectWise Sell (formerly Quosal) Datto Commerce (formerly Gluh) QuoteWerks HubSpot

Unlike generic CRMs, Zomentum is built with the specific needs of MSPs in mind, offering out-of-the-box integrations and workflows that save time and reduce complexity.

💻 Platforms

Web API

🔌 Integrations

ConnectWise PSA Datto Autotask PSA Kaseya BMS HaloPSA NinjaOne Ingram Micro TD Synnex QuickBooks

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

$129.00/mo

✓ 14-day free trial

Free tier: N/A

Visit Zomentum Website →