Faster Proposals to Payments, Purpose-Built for MSPs
Close deals faster with automated quoting, built-in payments, digital signatures and seamless PSA integrations in one platform.
The Efficiency Boost MSPs Can Achieve
Build and send winning quotes in record time.
Recover 20% lost revenue and win more business.
Boost proposal value with interactive quoting.
Cut your sales cycle and close faster.
Purpose-Built Tools for Every MSP Sales Step
E-Signatures
Get faster signoff with secure, MSP-ready digital signatures built into every document.
- Instant signing from any device
- Legally binding and compliant
- Support for multiple signers
- Activity tracking for visibility
- Reminders for faster signoff
Proposals & Quotes
Create accurate, on-brand proposals and quotes in minutes using flexible templates.
- 90+ MSP-ready templates
- Custom branding, pricing tables
- Accurate catalog-based pricing
- Real-time document tracking
- Proposal performance insights
CRM & Pipeline
Track every lead, deal and renewal in one MSP-ready pipeline built for clarity and speed.
- MSP-specific deal stages
- Unified lead and deal view
- Automated renewal tracking
- Auto follow-up reminders
- In-CRM quote creation
Workflow Automation
Streamline MSP sales tasks with automated workflows that keep every deal moving.
- Automatic triggers for tasks
- Approval routings for teams
- Expiration alerts and checks
- Automatic deal updates
- Repetitive steps removed
Payments
Collect payments faster with integrated MSP workflows that simplify billing.
- Built-in payment collection
- Fallback options for recovery
- Automatic payment reminders
- Surcharges by payment type
- Smooth quote-to-payment handoff
Renewals
Stay ahead of contracts and protect recurring revenue with automated renewal workflows.
- Automatic renewal tracking
- Alerts before contracts expire
- Easy renewal quote creation
- Clear recurring revenue view
- No missed renewals or churn
Seamless Integrations for Your MSP Tech Stack
Connect with 50+ powerful integrations across PSA, CRM and accounting systems to eliminate manual updates and streamline every MSP workflow.
Awarded and Trusted by the MSP Industry
Success Stories From Leading MSPs
"Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly."
"With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates."
"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 has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity."
Power Your MSP Sales Cycle With Zomentum
Quote, approve, sign and renew in one simple, unified system.
