Microsoft CSP billing automation for Autotask PSA

Consolidated invoices for Microsoft CSP

Partners can easily package their own tools, products and services, and combine them into one monthly or annual customer bill.

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What we do:

We'll obtain the total licenses from the Microsoft Partner Portal. Once linked with the correct Autotask contract, changes are automatically updated, sold licenses are registered in a timely manner, and sales are invoiced automatically.

In addition to managing licenses, we can help you bill for Azure and VoIP consumption.

Technology Partners can now maximize profits with an automated, error-free billing integration that reconciles all licenses between all major vendors and Autotask PSA!

What we do:

Integration features

  • Link your Microsoft Partner account to Autotask.
  • Automatically create or update contracts and track changes to your Microsoft product licenses for all your customers.
  • Consolidate your invoices and follow-up using your preferred Autotask PSA workflow.

What we do:

Close more leads in less time

Import opportunities and contact information. Configure your sales pipeline and manage everyday sales tasks from a single source of truth.

Get documents signed faster

Fast track sales approvals with integrated e-sign that’s legally binding. Avoid sales delays by clarifying sales objections in real-time.

Upsell with ready-to-use quotes

Upsell your products with flexible Quotes. Import products and pricing information directly from AutoTask.

Improve sales productivity

Get all products, quotes and bundles as configured in Autotask. Help your salespeople spend more time closing deals and less time configuring prices.

Stay updated at all times

Synchronize pricing information on all quotes and bundles. Receive all opportunity information in AutoTask as soon as a deal is marked won in Zomentum.

Deliver consistent experience

Make sure your customers have a consistent experience across sales, quoting and business delivery with seamless data integration between Zomemtum and AutoTask.

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Shorten Sales Cycle
Close More Deals
Increase Revenue
Free 14-day Trial
Zero Setup Fee
Free Onboarding

Ready to optimize your license management in Autotask PSA?

Free 14-day Trial
Zero Setup Fee
Free Onboarding
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