The CRM exclusivley built for MSPs

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.