Zomentum For Partners

Organize your service business and impress your customers with an all-in-one platform for MSP revenue automation, quotes, proposals, QBR assessments, e-signature, vendor license reconciliation and more.

Save Time and Increase Margins by Simplifying MSP Sales Process, Client Onboarding and Revenue Management!

We’re rated 4.6 on G2
Revolutionizing the MSP sales & billing process and its many steps into a simple workflow - Zomentum offers a comprehensive approach that helps managed service providers (MSPs) and partners to visualize the lead flow and convert opportunities efficiently.

Contracts, Quotations and Proposals

Turn around quick proposals and quotes that convert with our customizable and interactive MSP templates. Gather real-time inventory and pricing from hardware and software vendors to create interactive microsites to present MSP quotes.

Learn more
Vendor License Reconciliation

Streamline your MSP billing process with automated sync of your vendor licensing information to your professional services automation (PSA) software. Prevent revenue leaks by ensuring all-around visibility into MSP pricing and billing.

Learn more
Manage and Automate MSP Sales

Ensure timely follow-ups on sales proposals and bills with automated emails. Use custom triggers to design MSP sales process workflows that are tailored to save time on administrative tasks.

Learn more
Reports and Analytics

Download reports evaluating sales performance, document conversion, and revenue growth. Uncover insights and create repeatable MSP sales processes and workflows to win more deals faster. 

Learn more
QBRs and Assessments

Become your client’s trusted vCIO with quarterly business reports that demonstrate return on IT investment and MSP services. Use data to recommend essential upgrades and services that can help stay ahead.

Learn more
Collaborate With SaaS Vendors

Zomentum standardizes the way partners and vendors work with each other. Open new revenue streams by enrolling in new programs and meeting your client’s needs, while saving time and effort to learn new processes.

Learn more
Connect with other products that you and your partners use.

Zomentum has 50+ well-functioning and relevant integrations providing a single, authentic source of truth. The MSP Revenue Stack integrates with your existing tech stack to free your team of time-consuming tasks and data transfer errors. Seamless and accurate data representation from accounting software, ERPs, CRM, and vendor license platforms into your PSA.

See All Integrations
See What Our Users Say About Us

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.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward.

Joaquin J Hernandez
Empowered IT Solutions

While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered

Steve Dempsey,
Principal Neo tech LLC
Why Do Leading Partners Choose Zomentum
Workflow Automation

Optimize your MSP sales process by automating follow-ups and responses with customizable email triggers and workflows.

Working With Vendors Becomes Simpler

Find, sign up and begin working with multiple vendors at a time with a standardized and simplified MSP onboarding process.

Add New Revenue Streams

Zomentum lists selected SaaS vendors on its marketplace, which are hand-picked for their partner-friendly programs and bring the best deals so you can do more revenue.

Save Cost

Zomentum provides a highly customizable solution for your MSP to easily sell products and share resources with customers, reducing spend on multiple tools.

Plug Revenue Leakage

Keep your vendor license information synced with your PSA and never lose revenue to unbilled licenses or human data transfer errors.

Our partners have won $500 Million in new business!

Deals won by partners using Zomentum


Revenue leakage plugged for partners

Build Quotes in just 3 Minutes
Decrease Time to Sign a Deal  by 70%
Boost Deal Size by up to 6x
Plug Over 20% revenue losses
Achieve an Average Win Rate of 65% on Proposals
AI enabled proposal builder saves at least 1 hour everyday
We Have Been Recognised by the Industry for Our Partner-first Approach

Bring Your Team to
Zomentum Today

Try Zomentum Risk-Free with Our 30-day Money Back Guarantee and Enjoy Free Personalized Onboarding!