Stop revenue leakage with automated error-free contracts and license updates in your preferred PSA. Send invoices automatically based on your billing cycle
The process of updating PSA contracts and licenses has been simplified.
Create and send invoices on time as per your billing cycle
Secure client’s data while saving time and money with direct PSA integration
Zomentum makes billing and license management a breeze by automatically synchronizing your client’s contract information and keeping pricing visible so you never lose track of a sale or an unbilled license.
Automatically update PSA and Sophos contracts at the end of the month, no manual work is required.
Sophos licenses can be easily mapped to the correct user without manual labor or human error.
Ensure that invoices are sent on time and payments are tracked to prevent revenue leakage
With our native API integration with Sophos, your client’s data automatically gets synced.
The data of all licenses, clients, and payments are protected during the authentication process by Zomentum.
There is no need for third-party distributors or special integrations to enable license reconciliation.
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.
Design proposal quotes and proposals
Convert opportunities into revenue
Automate all repetitive sales workflows
Analyze sales pipeline health
Discover up-selling opportunities during the sales process, and QBR
Zomentum for vendors is potentially one of the most impactful tools the channel has seen. The ability for vendors to provide support, content, and direction to channel partners where and when they need it allows us all to win more together, drive better security and do so seamlessly. This changes everything, which is why SaaS Alerts decided to become an early adopter.
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.