Managing a sales pipeline is grueling. Ditch the never ending to-do lists and keep opportunities moving from one stage to another as activities and tasks are completed in record time
Managing a sales pipeline is grueling. Ditch the never ending to-do lists and keep opportunities moving from one stage to another as activities and tasks are completed in record time
Configure each stage of your sales pipeline to address your unique business needs. Move deals across every stage with an intuitive drag and drop interface.
Track and note all lead information in a single place — calls, emails, and events. Win more clients with a timely follow-up.
Keep track of important activities based on assigned priority and status. Complete all activities from a single platform without having to switch between views or tabs.
Create and configure as many pipelines as needed based on your desired business goals and customer experience. Set up specific sales processes to upsell and cross-sell your services.
Configure every stage of your sales pipeline as per your business needs. Move deals across every stage with an intuitive drag and drop interface. Get a Single page view of all your opportunities and associated tasks. Highlight opportunities that are unattended and assign tasks. Stay on top of important opportunities, complete tasks, create activities, move opportunities and win more deals in less time.
Track and note all lead information in a single place — calls, emails, and events. Win more clients with a timely follow-up.
Keep track of important activities based on assigned priority and status. Complete all activities from a single platform without having to switch between views or tabs.
Visualize opportunities as they move through multiple stages of a sales process. Create and configure as many pipelines as you need; depending on your goal and the customer journey. Set up specific sales processes to upsell and cross-sell your services.
Stop relying on inflexible repositories for valuable client data. Upgrade to a modern, cloud-based platform that consolidates all your sales activities in one place.
Zomentum integrates with the tools MSPs use to run their businesses, including PSA and CRM tools such as Kaseya, Connectwise, and Autotask. Our software also integrates with Zapier to import leads and push deal-related information into the other tools that are part of your MSP ecosystem. Learn more here.
Use pre-built templates for sending quick follow-up messages and personalize your emails with merge-tags.
Receive nudges on unscheduled activities and overdue tasks. Get timely update notifications related to important sales goals.
Keep track of all opportunity-related information in a single activity feed.
Import data related to opportunities in bulk into Zomentum using common Excel and CSV formats.
Quickly find information using an easy-to-access global search function.
Stay on top of all incoming and outgoing email communications with each sales opportunity.
Send and receive all communications in Zomentum using the two-way sync function.
Send and receive email messages using registered aliases.
Zomentum’s secure two-factor authentication process bolsters MSP’s data security efforts.