Unified CRM to Track Every Opportunity, Client & Revenue Stream

A CRM built for MSP teams, with PSA and distributor integrations that help you close faster, automate sales tasks, and stay ahead of renewals.

Proven Results, Trusted by 4000+ Businesses Worldwide

68%

Faster Deal Closure

$500M

Contracts Successfully Signed

70%

Time Saved in Finalizing the Contract

Streamline Your Signing Process with
All-In-One E-Sign Software

Capture & Convert More Leads, Without Spreadsheets

Stay in control of every lead from first touch to close. Zomentum CRM manages the entire MSP sales process so nothing falls through the cracks.

  • Track every opportunity in one place
  • Replace spreadsheets with a dedicated MSP pipeline
  • Move prospects through each stage with clarity
  • Store calls, notes, and interactions in a single timeline

Stay on Top of Renewals and Recurring Revenue

Lock in predictable recurring revenue. Zomentum automatically tracks contract timelines and alerts you before renewals slip.

  • Renewal tracking tailored to MSP sales cycles
  • Automated reminders for upcoming renewals
  • Keep recurring revenue steady and predictable
  • Prevent churn with timely follow-ups

Create and Send Quotes Without Leaving Your CRM

No switching tools. No wasted hours. Create and send quotes straight from your CRM and keep deals moving faster.

  • Generate quotes in minutes, not hours
  • Reduce seller mistakes with structured flows
  • Keep quoting and sales activity in one system
  • Automatically follow up on sent quotes

Automated Follow-Ups That Keep Deals Moving

Free your sales team from constant reminders. Let automated workflows handle nudges, updates, and outreach so no deal stalls due to missed follow-ups.

  • Trigger timely, personalized follow-up emails
  • Keep prospects engaged automatically
  • Reduce manual work and improve response rates
  • Move deals forward without chasing

Onboard Your Team in 24 Hours or Less

No long setups or complex rollouts. Get your team up and running quickly with a CRM designed around real MSP processes.

  • Fast, guided onboarding
  • Minimal setup required
  • Easy adoption for sales and operations team
  • Start tracking deals and customers immediately

Zomentum CRM vs Generic CRM Tools

Traditional Quoting Tool
Feature Category
Built for MSP Workflows
Yes
No
Quoting + CRM Integration
Seamless
Manual Workarounds
Service Renewal Tracking
Built-In
Add-Ons Required
Email Automation
MSP-Specific
Generic/Limited
Onboarding
1-Day Setup
Takes Weeks
Feature Category
Integrations
50+ Relevant
Basic/Irrelevant
Sales Reporting
MSP-Focused
Too Broad
Support
MSP-Experienced
Generalist
Feature Category

Fits Your Stack From Day One

No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your entire sales flow, spotting opportunities, creating

Frequently
Asked Questions

What makes Zomentum CRM different from other CRMs?

Zomentum CRM is built specifically for MSP sales cycles, not general B2B workflows. It centralizes opportunities, follow-ups, renewals, and client history in one place, giving MSP teams a clear, purpose-built view of their entire pipeline.

 Can I connect my quoting system to this CRM?

Yes. The CRM works seamlessly with Zomentum’s quoting tools so you can create, send, and track quotes without switching platforms.

Does it integrate with my PSA tools?

Yes. Zomentum connects with 50+ PSA, CRM, billing, and IT service tools, giving your team a unified source of truth across systems.

How long does it take to onboard my team?

Most teams get set up in a day. The CRM is designed for fast adoption, with minimal configuration required.

Can I use this CRM for renewals and upsells?

Yes. Zomentum automatically tracks renewal timelines and helps you manage upsell opportunities so recurring revenue doesn’t slip.

How long does it take to set up Zomentum Proposal Software?

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Can Zomentum integrate with my current CRM and other tools?

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What is Zomentum? How can I use zomentum for my business?

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Pricing for Zomentum's Proposal Software?

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Does Zomentum provide a trial period to new users?

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Is Zomentum CRM suitable for small or growing MSPs?

Absolutely. It’s designed to help MSPs of any size organize pipelines, manage clients, and build predictable revenue as they scale.

Is Zomentum CRM easy for MSP sales and account teams to adopt?

Yes. Its MSP-specific interface makes it simple for sales and account teams to use daily without complex training.

The #1 MSP CRM Software Trusted by 4,000+ Service Providers

Streamline your entire sales cycle with a CRM made for how MSPs actually sell. Schedule a demo and see how quickly you can organize pipelines and close more deals.