Partners using ConnectWise PSA can use Zomentum to integrate all their tools and manage sales funnels. Use your existing PSA information to build powerful quotes, proposals, and templates that convert deals quickly.
All your critical sales data is transferred seamlessly in an automatic, bidirectional sync.
Integrate your existing tools to free your team of time-consuming tasks and data transfer errors.
Sync client data, get real-time distributor pricing, and centralize billing to drive more sales and better margins.
Pull product, pricing, opportunity, account, and contact information from ConnectWise to Zomentum to build quotes.
Fuse the power of a CRM, proposal builder, digital signatures, and analytics into a single simple-to-use modern platform.
Automatically build orders and service tickets, and gain visibility into revenue streams from products, services, managed services, and other sources.
Configure your sales pipeline and manage everyday sales tasks from a single source of truth.
Get all products, quotes, and bundles as configured in ConnectWise. Help your salespeople spend more time closing deals and less time configuring prices.
Synchronize pricing information on all quotes and bundles. Receive all opportunity information in ConnectWise as soon as a deal is marked won in Zomentum.
Streamline your billing process while automatically synchronizing your customer licensing information to your ConnectWise PSA.
Prevent revenue leakage by providing all-around visibility into pricing and billing.
Connect almost any vendor to your ConnectWise PSA! We dive into your supplier's website, and through our workflow, we import data into Zomentum.
No. Onboarding services are complimentary with your subscription. We will schedule a session with one of our onboarding specialists once you sign up.
No, you just need to have an account with a distributor and/or PSA, and we will take care of the integrations for you. Click here to view our supported integrations.
Yes, you can upgrade or downgrade your subscription at any time.
You will be immediately billed if you upgrade your plan or add any additional users.
Your credit card is automatically charged monthly or annually, depending on the billing plan you choose. You will receive an invoice each month, clearly indicating what you were billed for.
We accept online payments through Visa, MasterCard, Discover, and American Express. Currently, we only accept payments online
If you choose our Monthly Billing option, you can cancel at any time. Should you opt to do so, we won’t prorate your last month, but you won’t be billed again.
If you choose our Annual Billing option, payment is collected up-front and is non-refundable. You will be able to access the platform till the end of the subscription period.
For both monthly and annual billing options, you can choose to cancel any time during our 30-day money-back guarantee period and get a full refund.
No, you can't use Zomentum for free. If you want to try Zomentum, please schedule a demo with us. We offer a 30-day money-back trial period.
Yes, 100%.
Ensuring the availability and reliability of Zomentum is a top priority, along with keeping all user data safe and secure. Our servers are hosted in a world-class data center that is protected by biometric locks and 24-hour surveillance. We ensure that our application is always up to date with the latest security patches.