Partners using HaloPSA 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 HaloPSA 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 PSA. Zomentum prevents revenue leakage by providing all-around visibility into pricing and billing.
Ensure timely follow-ups and responses with automated email triggers and design customized workflows to save time on administrative tasks.
Streamline your billing process while automatically synchronizing your customer licensing information to your HaloPSA.
Prevent revenue leakage by providing all-around visibility into pricing and billing.
Connect almost any vendor to your HaloPSA! We dive into your supplier's website, and through our workflow, we import data into Zomentum.
After a long search for a sales automation & quoting solution, after a Zomentum Grow demo we were quickly impressed with its simplicity, feature set and integrations with critical MSP services, such as Etilize, distributors and PSAs. We have converted a fairly manual, rigid, labour intensive process to one that is far more streamlined, automated and significantly easier to onboard (and retain) employees onto.
The speed my staff and I can generate proposals and quotes. The ability to have the client adjust them to suit their requirements. The fact we can make great looking and professional proposals.The integration to our PSA (Autotask) is nice and allows us to ensure we end up billing exactly what we have quoted. We can also create videos to talk through the more complex proposals and integrate them into the actual proposal too.
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. It also allows our clients to add or upsell items such as monitors, docking stations and wireless combos on their own.
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.
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. In addition, the platform’s inbuilt Etilize integration has made it a breeze to search and choose services or hardware with a specific distributor.
The speed at which Zomentum helps us close proposals has enabled us to stream our work. Even down to sending proposals whilst in the meeting. Prospects like the way we work.
Helps create and manage prospect lifecycles. Zomentum gives our entire team a clear view of where each prospect stands and the next steps for each opportunity.
It allows for Sales to record the opportunity status by which tile you present the opportunity under, this hugely helps with Management being able to follow the opportunity status without chasing Account Management. In the notes section, it provides evidence of emails sent out to the client and their responses, this makes it easier to find evidence of the electronic trail instead of searching through emails.
It allows us to generate professional proposals using its templates feature quickly, reminds us to stay on top of existing documents that have had little activity and automates the process from Sale to Delivery with its integration to our PSA. We have struggled in the past to have a real sales process, Zomentum gave us a structure to follow meaning we have been able to increase our sales opportunities
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.
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.