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Trusted by 4000+ Businesses Worldwide

Features

Your 24/7 Revenue Engine, Powered by AI

No clunky spreadsheets. No more multiple tools or endless tabs. Just revenue. Zomentum’s AI powers your entire sales flow, spotting opportunities, creating proposals, managing renewals, and driving payments, all in one place.

Proposals

Cut Proposal and Contract Creation Time by 70%.

With ready-to-use templates, AI editor, live distributor feeds, and drag-and-drop elements, you can design professional proposals, quotes, and contracts in minutes, not hours.

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E-Sign & CRM

From Lead to Signature in Record Time.

Turn prospects into customers with built-in e-signatures and an MSP-ready CRM. Track every lead, deal, and pipeline stage so nothing slips through the cracks.

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Payments

Get Paid Faster Without Leaving Zomentum.

Collect payments instantly inside proposals. Automate reminders, accept multiple payment methods, and unlock up to $125,000 in Z-Payments benefits.

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Workflows

Never Miss a Renewal or Follow-Up Again.

Automate reminders, contract renewals, and approvals with AI-powered workflows that keep your revenue engine running 24/7.

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Reports

Insights That Drive Expansion.

See renewal risks, upsell opportunities, and revenue trends in one place. Custom dashboards and reports give you the clarity to expand accounts and boost recurring revenue.

Learn more
Proposals

Cut Proposal and Contract Creation Time by 70%.

With ready-to-use templates, AI editor, live distributor feeds, and drag-and-drop elements, you can design professional proposals, quotes, and contracts in minutes, not hours.

Learn more
E-Sign & CRM

From Lead to Signature in Record Time.

Turn prospects into customers with built-in e-signatures and an MSP-ready CRM. Track every lead, deal, and pipeline stage so nothing slips through the cracks.

Learn more
Payments

Get Paid Faster, Without Leaving Zomentum.

Collect payments instantly inside proposals. Automate reminders, accept multiple payment methods, and unlock up to $125,000 in Z-Payments benefits.

Learn more
Workflows

Never Miss a Renewal or Follow-Up Again.

Automate reminders, contract renewals, and approvals with AI-powered workflows that keep your revenue engine running 24/7.

Learn more
Reports

Insights That Drive Expansion.

See renewal risks, upsell opportunities, and revenue trends in one place. Custom dashboards and reports give you the clarity to expand accounts and boost recurring revenue.

Learn more
Integrations

Fits Your Stack From Day One

Plug into your existing ecosystem without extra setup. From CRMs to accounting and ticketing tools, Zomentum integrates instantly to unify your entire revenue workflow.

News and Blogs

Our Latest News & Blogs

Blog & Industry Insights

Our regularly updated blog serves as your go-to resource for the latest MSP sales strategies and proven methodologies that drive real results.

Ready-to-Use Templates

Save countless hours with our professionally designed MSP proposal templates that cover all service types, from basic IT support to comprehensive managed security services.

Comprehensive E-Books & Guides

Save countless hours with our professionally designed MSP proposal templates that cover all service types, from basic IT support to comprehensive managed security services.

What Our Customers Say About Us

Real stories from teams around the world using Zomentum to automate proposals, streamline workflows, and accelerate results.

"Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly."

Daniel Shone
Managing Director – Apex Computing Services

"With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates."

Perry Ashby
CEO, Urban Network

"The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms."

Robert Picard
VP & COO, Demand ITS Inc

"Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity."

Jason Kemley
Director, Uptime Solutions

Start Where You Are.
Scale to Where You Want to Be.

From your first proposal to enterprise-grade operations, Zomentum is the AI-powered revenue platform built for every growing business.

Frequently
Asked Questions

How is Zomentum different from other types of proposal software?

Zomentum acts as a complete revenue platform that not only allows you to sign proposals and contracts but also allows you to collect upfront payments and setup recurring payments, from the same platform, such that you can go from quoting, signing and getting paid.

Can I send proposals via Zomentum without using the editor?

Yes, you can send proposals without using the document editor. The editor helps you craft stunning, responsive proposals, you can also upload your documents in various formats, such as Word and PDF.

How can I personalize my proposals with Zomentum?

With Zomentum, you can add images or notes to your proposals that details the reasons for your sales. You can also include merge tags and set up workflows for automated, personalized follow-ups.

Why should I choose Zomentum Payments over other payment gateways?

For businesses in the US and UK, Zomentum Payments is unmatched. It offers zero platform fees, supports ACH and Direct Debit, and integrates perfectly with QuickBooks and Xero. Companies choose Zomentum because of the convenience and efficiency it brings to their businesses.

Can Zomentum integrate with my current accounting system?

Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your financial records stay perfectly organized.

How long does it take to set up Zomentum Proposal Software?

Getting started with Zomentum Proposal Software is almost instant. Once your sales team has their logins and feature access, they can begin immediately. Additionally, there are no charges for onboarding or training.

Can Zomentum integrate with my current CRM and other tools?

Yes, Zomentum supports over 50 integrations, including CRMs, PSAs, and distributors. It also works with Zapier and other API integrations. Contact our support team to learn more.

What currencies do Zomentum accept?

You can pay Zomentum is US Dollar. Zomentum Payments currently supports transactions in US Dollars (USD $) and UK Pounds (GBP £), based on your transaction country.

How does Zomentum minimize errors in my payment collection process?

Zomentum integrates seamlessly with your accounting platform, reducing the need for manual data entry and ensuring a smooth, accurate workflow throughout the payment process.

Are e-sign and payment features included in all Zomentum plans?

Yes, e-sign and payment features are available in all plans. Zomentum offers an all-in-one platform with unlimited features, from quoting to payments, at a single cost, which sets it apart from competitors.

What kinds of templates are in the Template Library?

Zomentum's Template Library offers over 90 templates for industries like MSPs, Construction, IT Services, Accounting, and more. It also includes generic proposals, sales quotes, and contract templates selected by our product experts.

What is Zomentum? How can I use zomentum for my business?

Zomentum simplifies proposals to payments management for businesses, allowing them to generate quotes, approve e-signatures, and handle payments seamlessly. All this functionality is offered on one platform, making it convenient and cost-effective for businesses of any size.

Pricing for Zomentum's Proposal Software?

Less than what competitors' proposal software charges, we offer pricing tiers tailored for small agencies, mid-size companies, and enterprises. Click here to learn more.