A CRM software built exclusively for MSPs
Zomentum CRM software helps you manage opportunities, clients and your sales process efficiently to achieve fast growth.
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Visualize your sales pipeline
Organize your contacts how you want them
Have all your clients and contacts, organized in a single place. Associate every client and contact with an opportunity in your pipeline. Push data from all popular PSA and marketing automation tools into your CRM with real-time integrations.
Customizable pipeline stages
Configure every stage of your sales pipeline as per your business needs. Define how your opportunities move across every stage of the sales funnel and close them faster.
Don’t lose sight of any opportunity
Manage your opportunities using our pipeline view. Know what your sales pipeline looks like and predict what your sales revenues would look like for the month, quarter or the year.
Everything you need in a single feed
Get a Single page view of your entire CRM with a panoramic sales pipeline view. Highlight opportunities that are unattended and assign tasks. Stay on top of important opportunities, complete tasks, create activities, and win more deals in less time.
Intuitive and easy to use
Get a 360-degree view of all sales activities
Track and note all opportunity information such as calls, emails, and events in a single place. Never miss an opportunity and win clients with timely follow-ups.
Task management
Schedule tasks, meetings and emails, set up timely reminders for activities. Take quick notes, to make sure that you never miss anything.
The CRM that ticks all the right boxes
Automate follow-ups and never drop the ball
See and track the timeline for all the sales activities
Easily visualize the opportunities that are slipping
Personalise automated emails
Two way email sync for all communication
Know the win probability for any deal
Open & click tracking
View pipeline for each individual user or entire team
Help every sales rep switch between multiple views to keep track of individual leads in a pipeline. See opportunities across the pipeline for every individual salesperson and monitor the close rate. Prioritize time and effort on every opportunity based on deal size and the probability of closure.
Integrates seamlessly into your ecosystem
Zomentum Integrates with all your native PSA tools including Connectwise and Auto-task to bring all your client and sales information into a single tool. Combine Zomentum’s integration feature with Zapier integration to import leads from any marketing or process automation tool that’s a part of your sales ecosystem.
Everything you’ll ever need in a CRM and more.
Email Templates
Use recurring email template for quick follow-ups and personalize your emails with merge-tags.
Activity & Notification
Gain alerts on unscheduled activities, overdue tasks. Get timely notifications on sales goals.
Activity Feed
Keep track of all opportunity related information in a single activity feed.
Bulk Import
Import product catalog from distributors and vendors in common formats such as CSV or Excel.
Global Search
Quickly find what you’re looking with an easy to access global search function.
Email Tracking
Stay on top of all incoming and outgoing email communication with every opportunity separately.
Two Way-Email Sync
Send and receive all communication in Zomentum through two-way sync.
Email Alias Support
Send and receive e-mails also through your registered aliases.
Two-Factor Authentication
Secure two-factor authentication to bolster your data security.
Win Opportunities Today with Zomentum.
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