Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
Opportunity Win-Loss Ratio Zomentum’s intuitive and aesthetic dashboards highlight critical business metrics and eliminate the pain points of normal data collection processes for MSPs.
Flexible Quotes Zomentum’s flexible and straightforward Quote builder helps shorten your sales cycle and more effectively upsell your services. Create branded quotes, collaborate in real-time, and set document deadlines to ensure deals close faster.
Thousands of technology Channel partners spread across the world trust Zomentum to fuel their business and grow revenue. Our IT partners create documents 70% faster, increase deal value by 600%, and convert 100% more often using Zomentum’s suite of tools.
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.
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Zomentum's ConnectWise Manage Integration is certified via the ConnectWise Invent Program. If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the Zomentum team directly to resolve any issues.
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