Quote, Sign & Get Paid
All-in-One Client Management Software for

Financial Services

Improve operational efficiency, optimize revenue streams, and provide seamless client journeys in your accounting or tax business. With Zomentum, creating proposals, securing e-signatures, and receiving payments is effortless—all within one platform.

90+ Templates, Custom Branding
50+ Integrations to CRM, API & Zapier
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data
urban
Uptime
The20
Southwest Cloud Partners
morgan&morgan
Jolera
cloud nexus
Chalkline
Better-IT
apex
Gravity Networks
GreenLoop IT Solutions
Black Belt Secure
Vinebrook Ventures LLC
QUANTASI
CMIT Solutions of Portland Central
InfraNet Solutions
Techfive
RPM Technologies, LLC
Continuous Networks
ATB Technologies, LLC
Silverado Technologies
SPN Networks, Inc
Stasmayer Incorporated
HTML Global
Blue Net, Inc.
Fountaine Information Systems, Inc.
OXEN Technology
Advanced Data

Invest your time in building client relationships,
not crafting sales proposals.

85%

Average win rate on sale proposals and quotes.

8hrs

Saved per week on billing, collecting, and reconciling payments.

34%

Jump in Conversion Rate

7%

Saved in transaction fee’s average on payment gateway's

7 hrs

Saved per week on creating proposals and issuing engagement letters.

Client Management Software

Manage every client step from first contact to final payment and automated follow-ups

Improve cash flow, eliminate accounts receivable, and ensure on-time payments with automated billing and payments.
Cut admin time, reduce errors, and stay compliant by engaging clients in minutes with automated engagement letters
Save time and increase efficiency with stunning ready-made proposals and automated workflows.
Integrated e-sign and quotation tools

Gain automatic approvals on engagement letters and save time on creating proposals and obtaining e-signatures. Zomentum's AI-powered content automation engine streamlines everything efficiently.

Your own branding, domain and email

Make your brand stand out in all proposals and contracts. Zomentum allows you to send sales proposals and receive invoice payments using your branded email and domain.

90+ Templates & 50+ Integrations

Choose from 90+ AI-driven templates that seamlessly integrate with accounting tools (Quickbooks/Xero) and CRMs, and are also supported by Zapier.

Flexible Service Pricing System
new

Prospects can now add or remove service quotes within your proposal, speeding up close rates by allowing them to choose exactly what they need

One-Time & Recurring Payment Automation

Automate recurring payments or transfer one-time payments with low transaction fees and no setup or platform charges

Get Up and Running with Deal-Winning Proposals in a Few Clicks
Accounting Services Agreement Template

Create Quotes, Approve e-sign, and handle payments with Zomentum's construction proposal

Try this template
 Financial Consulting Services Agreement

Create Quotes, Approve e-sign, and handle payments with Zomentum's construction proposal

Try this template
Independent Consultant Invoice Template

Create Quotes, Approve e-sign, and handle payments with Zomentum's construction proposal

Try this template

Finding leads is hard enough; closing deals shouldn't be. Automate quoting to payments effortlessly with Zomentum!

Without Zomentum

Restricted editorial control over proposals due to manual formatting requirements

Missed invoices and bills, with no strict payment reminders and difficulty in following up on leads.

Spending $90-$200 per month on software for CPQ and payment collection.

With Zomentum

Easily create proposals with our drag-and-drop editor, featuring over 90 AI-driven professional templates.

Automated lead follow-ups with an open tracking system, customizable workflows, and sales automation.

Access all product features with no limits for just $35 a month, including complete proposal-to-payment coverage.

Unlock revenue growth using Zomentum!

4000+ Businesses Trust Zomentum to Win More Proposals
Get support through chat and email
Zero onboarding and platform fees
Risk-free with 30-day money back
Explore how Acme Inc is advancing through digital sales transformation

Highest Rated CPQ Software with 4000+ Partners

We’re rated 4.6

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Frequently asked questions

Pricing for Zomentum's Proposal Software?

Less than what competitors' proposal software charges, we offer pricing tiers tailored for small agencies, Independent PBAs, and enterprises. Click here to know more.

What type of accountants use zomentum?

Zomentum is built to be scalable for all types of accounting firms. Whether you're an independent practitioner or part of a larger firm, our proposal tool is engineered to meet your specific needs and automate your proposal management process.

Does Zomentum integrate with QuickBooks/Xero?

Yes, without a doubt. We understand the importance of maintaining accurate financial records, which is why we've simplified the process of syncing your data directly to QuickBooks/Xero. Explore more about our integrations here.

Can Non-Accounting firms use Zomentum proposal tool?

Absolutely! Although initially targeted toward accounting firms, Zomentum's proposal tool is versatile and can be effectively employed by industries such as construction, IT services, HVAC, agencies, and beyond.

What is Zomentum’s money-back guarantee?

Try Zomentum’s Proposal Software risk-free for the first 30 days; if Zomentum doesn't meet your business requirements, get a refund