Win more deals on autopilot
Sales automation to increase productivity and win more deals.
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Automate your everyday tasks
Save time with automation
Fast track your sales cycle with timely notifications, alerts, and emails. Win more deals by sending automatic follow-ups. Get more automated workflows that save time and streamline your sales process.
Automate your follow-ups
Setup automation and win more deals with timely follow-ups. Boost the productivity of your entire sales process by automating recurring activities, that are easily forgettable, that can be used to make a sale faster.
Customize to fit your needs
Customize your workflow
Customize workflows with multiple filter settings. Filter high-value deals and notify your sales reps instantly with trigger-based actions. Send alerts to a deal owner, based on an incoming opportunity.
Fit any business process
Add fields to track business-specific details so you can better manage and report on accounts. Fit any business/sales process with available customization. Synchronize data with your PSA tool of choice and ensure seamless business continuity.
Streamline your sales process
Automatically Schedule tasks
Segment your everyday sales process into multiple bytes sized tasks. Automatically schedule any task or activity to occur on a specific date or at a particular stage of an Opportunity. Ensure transparency across each step of your sales process and follow it to ensure maximum conversion.
Automate lead assignments
Use automation for lead assignment. Create or update new opportunity and be reminded of upcoming high value opportunities
Stay on the same page
Take notes directly within each opportunity and client record, so that your whole sales team is on the same page.
Put your focus on selling
Close more deals in less time
Save time on administrative tasks and put your focus on selling. Automatically update opportunity owners, deal stage, deals won or lost, and closed date. Have your opportunities automatically updated, or mark an opportunity won or lost when a document is approved or has expired.
Get notified on high value deals
Get notified about high-value deals that are newly created, won, or lost. Stay on top of specific type of opportunities such as hardware, software, contract, support and stay on top of wining deals.
Never let a single opportunity slip through the cracks
Reach out to more opportunities
Email more people, faster, with ready-to-use email templates to. Set up an automatic process for sending emails to new opportunity with pre-written emails for immediate follow-ups.
Send personalized emails, effortlessly
Send personalized e-mails that can be used to answer frequent questions, greet new customers, or promote your service. Create their own templates for email communication with your clients and ensure a positive prospect experience.
Flexible automation for your sales workflow
Leverage a powerful workflow builder that’s extremely customizable and supports multiple automation workflows based on conditions and triggers.
Fits like a glove
Bring all your client and sales information into a single tool using Zomentum’s native integration with all popular PSA tools, including BMS Kaseya , Connectwise, and AutoTask. With extended Zapier support,you can move opportunities to or from any marketing automation or PSA tool that’s a part of your sales ecosystem.
Win Opportunities Today with Zomentum.
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