ConnectWise PSA

Features:

• Synchronize Zomentum and CW with Zomentum as your CRM Recommended for users who would like to utilize Zomentum to manage their entire sales process and activities including Opportunity management and Document creations.
• Synchronize Zomentum and Connectwise with Connectwise as your CRM Recommended for users who would like to use Zomentum mainly to create and manage proposals and quotes. Management of Opportunities, Contact information, etc. would be made directly in Connectwise.
• Real-Time Sync: as the name suggests, selecting this mode allows users to sync information between the systems regardless of the status of the Opportunity and the document. It also allows real-time sync for any ‘updates’ made to entities across the product modules.
• Audit Logs: Access the ‘Audit Logs’ to get a glimpse of the sync status of the entities that have been synced between the systems. Entities that are successfully synced into Zomentum will have a link to ‘Go to [[entity]]’ which takes you to the details page view.