Timeline
2020
2020
How to gain fluidity with MSP Client Management & Document Building
Zomentum brings in more features to its existing sales pipeline management system. Know how these fit into your MSP business needs.
Read moreHide Taxes in Quotes | New ZapTriggers | Role-based Access
Choose between Zomentum and ConnectWise as your CRM. Changes you make in Zomentum will be synced to AutoTask in real-time. Access all Quote line items pushed into Connectwise through Zomentum by accessing the respective pdf attachment. Synchronize product details in ConnectWise after sending a Quote for Approval.
Read moreAutotask Hardening | ConnectWise Product Custom Fields | Merge Tags Bulk Fill
Choose information to sync between Autotask and Zomentum. Ability to sync CW product fields with Zomentum's products. Fill all the merge tags at once. Push data to Syncro when a document is marked ‘Won’. Syncro estimates are marked ‘Approved’ when pushed from Zomentum.
Read moreActivities in Pipeline View | Export Product Information to PSAs | View all Past Activities for Every Entity
View all activities with opportunities in Pipeline View. Export Product information to any PSAs without integration. View any changes made to clients and opportunities in the ‘History’ section within your Zomentum account
Read moreCustom Fields | Calendar Integration | Product Bunding Enhancements
Custom Fields allow you to add custom data in Zomentum’s CRM Module. Integrate your calendar with your Zomentum account. Create multiple custom product bundles according to requirements.
Read moreWhat's new in Zomentum this April?
It is time for our monthly product update where we fill you in on everything new about Zomentum. Readout this section of the blog to keep yourself updated with the latest additions to your favourite sales software. For anything extra, just get in touch!
Read moreCustomize Sales Pipeline | Saved Blocks | Analytics
Customize your sales pipeline. Add your logo and customized images to your documents. Save information blocks to reuse specific components in documents. Use charts and visualizations and create reports using them. Automate your entire prospect to customer flow with automation
Read moreWhat’s new in Zomentum - December 2019
The new year is here and so is a slew of new features and updates to our product. We are excited to announce these updates aimed at making your sales process more efficient and leverage to your growing sales.
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