Plan Enterprise

Select Billing Currency

Custom CRM & Quoting Software for Large MSPs

Custom CRM & Quoting Software for Large MSPs
The Enterprise Plan provides unlimited features, dedicated customer success, and flexible pricing tailored to your business.

Features

Proposal & Quote Builder

Create and send proposals

Choose from over 20+ readymade proposal templates.

Document as a microsite

Accelerate sales with proposals customized to suit web, mobile or tablet interfaces. The document editor comes with in-built options like setting deadlines, e-mail reminders, real-time edits, objection handling via comments, saved blocks, merge tags and custom fields.

Video selling

Sell smarter with video first pitches that win more deals.

Flexible quotes

Tailor quotes to your prospects’ specific needs with the option to edit item quantities. Give your clients the option to add more products to suit their business requirements.

Product catalog

Cost and margin tracking

Include multiple pricing bundles, additional set up costs and discounts with your quotes.

E-Signature

Streamline your sales with unlimited e-signatures and enable your customers to electronically accept and sign proposals subject to the acceptance terms you specify.

Collect payments on quotes

Collect payments for new quotes, recurring charges and migrate existing collections.

Discover vendors in
marketplace

Discover new vendors

Manage existing vendors

Manage payments

Access sales resources

Reports

Unlimited Customized Reports

Prepare customized reports to suit your business needs.

Support

Support hours: Mon-Fri, 3:30 AM - 5:30 PM EST

Unlimited template imports

Zomentum imports your proposals as reusable templates and snippets within your account.

Email and Chat Support

Zomentum imports your proposals as reusable templates and snippets within your account.

Integrations

PSA integrations

Import product, pricing, contact and other details directly from your PSA. Get up and running in minutes.

Distributor integrations

Zomentum supports integration with popular IT distributors to help you create quotes with real-time distributor pricing.

Payment integrations

Zomentum integrates with ConnectBooster/BNG gateway payment platform.

Zapier integrations

Leverage Zapier to set up and automate workflows with your favourite apps to achieve your business objective.

Amazon Business Integration

Access Amazon business product catalogs through Zomentum.

API access

Build custom integrations with Zomentum.

Roles and Permission (RBAC)

Default role-based access

Set up roles for each user, manager, or administrator and define user access based on these roles.

Approval rules

Purchase orders and procurement

Recurring Payments Collection
and Management

No Hidden Platform Fees

Experience transparent payment processing without the burden of platform fees.

PSA Agnostic

No more juggling between platforms. Our solution seamlessly integrates with Zomentum Grow, QuickBooks Online, and Xero, providing a unified payments ecosystem.

Backup Payment Methods

Failed transactions? Secure your transactions with backup/fallback methods like Direct Debit or ACH primary with Credit Card secondary, guaranteeing a smooth payment experience.

Branded Payment Portal

Elevate your brand with a custom-branded customer payment portal, enhancing your professional image.

Control Over Payments

Tailor your accepted payment methods and surcharges with granular control, putting you in charge of your financial transactions.

Competitive Transaction Fees

Benefit from the industry's lowest transaction fees, outperforming Stripe, GoCardless, ConnectBooster, and WisePay.

PSA Agnostic

USA
Visa/Mastercard/Amex - 2.90% + $0.30
ACH Transfer - 0.80% + $0.30, capped at $5
‍
UK
‍Visa/Mastercard - 1.90% + £0.20
BACS Direct Debit - 1% + £0.20, capped at £4.00
Amex - 2.90% + £0.20

Sales Funnel Management

Client and contact management

Manage all your clients in one place. Import contact lists in xlsx or csv format or directly from your PSA. Set filters based on campaign, shipping state, billing zip code and other unique identifiers.

Multiple pipeline management

Create and track multiple pipelines for different sales workflows including upselling and cross-selling.

Sales funnel management

Create end-to-end sales pipeline to manage all your opportunities.

Email templates

Use pre-existing e-mail templates to close more deals.

Two-way email sync

Email tracking

Domain keys identified mail

Improve e-mail deliverability with Domain Keys Identified Mail. DKIM allows the receiver to check that an email claimed to have come from a specific domain was indeed authorized by the owner of that domain.

Automations

Unlimited Customized Automations

Define your own workflow automation to achieve a specific objective.

Security

Two-factor authentication

Set up two-factor authentication for an added layer of security.

Custom domain

Sales Assessment

Zomentum Enterprise

Your plan includes

Minimum 5 Users

Unlimited Template Imports

Chat + Email Support

Personalized Onboarding

By submitting, you are agreeing to our Terms and Privacy Policy

Get Started – Monthly Get Started – Annual

Monthly Cost

Plan: Growth

Total number of seats: 2

*One-time activation fee: $99

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.