What's New

Everything that's new in Zomentum, from latest features to the newest enhancements all in one place.

What's New

Aug, 2021

Securing your quotes with utmost privacy

Zomentum now allows IT Partners to encrypt their microsite/quote document with a one-time pin to prevent unauthorized access to the quote content. Only the recipient of the quote gets a one-time pin delivered to their email id, which when entered correctly, allows the user to view the document.

Find out more
Aug, 2021

Merge Tags in Sales Automation

Zomentum users can now add dynamic merge tags values in any of their sales automations. This brings a more sophisticated and deeper complexity to your automation, with quicker visibility and zero manual work

Find out more
Aug, 2021

Zomentum now integrates with Westcoast (UK only)

Westcoast is UK’s leading distributor with its product portfolio spanning the whole computing spectrum. Zomentum integrates with Westcoast to help IT Vendors retrieve real-time pricing and availability while adding a product to a document, effectively removing the need to manage your products in two different places.

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Aug, 2021

Bronze Winner of ChannelPro Readers' Choice Award 2021

Zomentum has placed Bronze for Best Sales/Marketing/Marketing Automation Vendor award in the 2021 Reader’s Choice Awards by ChannelPro

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Aug, 2021

Ingram Micro is now available in Australia!

Australian IT Partners can now leverage Ingram Micro in Zomentum. Zomentum integrates with Ingram Micro to provide quick access to real-time pricing and product availability using your reseller account. This integration is also supported in the USA, UK, and Canada.

Learn more
Jul, 2021

ConnectBooster Canada is LIVE!

ConnectBooster/BNG Payment gateway integration is now available for our Canadian Partners. You can now collect payments immediately as your documents are approved.

Learn more
Jul, 2021

Gain more control over your documents with ‘Approval Rules’

Zomentum Partners can now gain more control over the documents shared with clients with "Approver Rules". Want to make sure your manager looks over a quote before it's sent? Set the permissions and the workflow will change to allow your manager to approve a quote before it is shared with anyone else.

Learn more
Jun, 2021

The Sales Template Hub is now LIVE

We’re giving you a pre-built collection of templates built with industry best practices to help you create dynamic proposals, quotes, contracts, and agreements. Jumpstart your document creation and save time.

Access now
Jun, 2021

We’ve updated our Terms Of Service!

Click here to know what the updates mean for you.

May, 2021

Audit Logs are now available for Sales Automation

Zomentum Partners can now view/check audit logs for every transaction triggered by their configured Sales Automations. View logs to see if the automation was successful or it encountered a trigger/error.

Read more
Apr, 2021

Take control of your IT procurement process

Streamline your business's procurement process with Zomentum’s Purchase Order Module. Track IT spending for each of your clients. Zomentum’s Procurement module keeps your purchasing organized to make your sales more productive.

Read more
Apr, 2021

Identify gaps in your client’s IT and security with Quarterly Business Reviews

Assess your client’s asset health and current infrastructure risks. Avoid overwhelming your clients with technical jargon and complex IT terminology. Instead, use a visually intuitive risk matrix. Assign health markers to communicate present and future IT challenges based on risk profiles.

Read more
Apr, 2021

Partner Pricing Tier Update

As of April 13, 2021, all new IT partners that signup for Zomentum will be presented with a tiered pricing model.
Launch: For small and fast-growing IT businesses that need an all-in-one sales platform
Expand: Purpose-built for agility. Leverage intelligent automation, uncover actionable insights and make data-driven decisions to gain opportunities.
Growth: Best for teams that are growing and scaling rapidly. Scale operations with unlimited reports and workflow rules. Check out our pricing plans and choose what works best for you.

Read more
Apr, 2021

Know When your Deals Are "Rotting"

Don't let another customer sit idle for too long! Our new rotting feature will help you stay aware of stagnant deals. Once enabled and configured, you will receive a visual notification of any deals that haven't been examined for longer than the defined 'rotting' period.

Read more
Mar, 2021

Zomentum now integrates with Infusionsoft (Max Classic)

InfusionSoft is a marketing automation software that helps you engage customers and prospects. Pull your marketing leads from InfusionSoft into Zomentum while you focus on winning them. Streamline your sales and marketing activity and save time.

Read more
Mar, 2021

Application Speed Has Dramatically Increased!

App performance has seen a significant improvement. Pages load up to 60% faster now. Our team will continue to monitor performance and make adjustments as necessary.

Mar, 2021

Audit Logs are now available for PSA Integrations

Zomentum now stores and shows detailed logs of all information that is synced with your PSA. The audit logs notify if the sync was successful (or not) and display an error message and reason if it fails. The audit logs are available for Autotask, ConnectWise, Kaseya BSM, and Syncro PSA.

Read more
Mar, 2021

Zomentum now integrates with Dicker Data

Australian IT Partners can now leverage Dicker Data in Zomentum. Zomentum integrates with Dicker Data to provide quick access to real-time pricing and product availability using your reseller account. Please note, this integration is only supported in Australia.

Read more
Feb, 2021

Ability to edit the label in the Quote block

You can now edit “Additional Set up the price” to “One-time Configuration cost” or anything else. Similarly, you can edit “Upfront” to “One-time price”, “Monthly” to “Monthly recurring” and so on.

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Feb, 2021

Multiple signatures on documents

You can now have multiple people sign the document before it gets approved. You can also mention the signing order in which different people can sign the document

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Jan, 2021

Ability to add Merge Tags on documents

Tired of filling in different client details every time in the same document or e-mail? Zomentum gives you the option to add merge tags, which act as a "placeholder" or "variable” for information that is already present in Zomentum. You can insert Merge Tags in the Text block inside a Document to populate recurring information, for example, the Address of the Client, Client Name, etc.

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Jan, 2021

Add a video block inside your documents

Wow you clients with personalized videos! Zomentum Partners can now upload a video inside a document. You can also record or provide a public URL of the video and add it inside the document.

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Dec, 2020

‘Save Blocks’ feature added to the Document Builder

When using the Document Builder, you can now save your design in a block and reuse it across other documents. There is no limit to the number of blocks that may be added/saved to a document.

Read more
Nov, 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 more
Oct, 2020

Hide 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 more
Sep, 2020

Autotask 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 more
Jun, 2020

Activities 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 more
May, 2020

Custom 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 more
Apr, 2020

What'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 more
Feb, 2020

Customize 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 more
Dec, 2019

What’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.

Read more

Timeline

2020

Nov
Oct
Sep
Jun
May
Apr
Feb
Dec

2021

July

Gain more control over your documents with ‘Approval Rules’

Zomentum Partners can now gain more control over the documents shared with clients with "Approver Rules". Want to make sure your manager looks over a quote before it's sent? Set the permissions and the workflow will change to allow your manager to approve a quote before it is shared with anyone else.

Learn more
Jun

The Sales Template Hub is now LIVE

We’re giving you a pre-built collection of templates built with industry best practices to help you create dynamic proposals, quotes, contracts, and agreements. Jumpstart your document creation and save time.

Access Now

We’ve updated our Terms Of Service!

Click here to know what the updates mean for you.

May

Audit Logs are now available for Sales Automation

Zomentum Partners can now view/check audit logs for every transaction triggered by their configured Sales Automations. View logs to see if the automation was successful or it encountered a trigger/error.

Read more
Apr

Take control of your IT procurement process

Streamline your business's procurement process with Zomentum’s Purchase Order Module. Track IT spending for each of your clients. Zomentum’s Procurement module keeps your purchasing organized to make your sales more productive.

Read more

Identify gaps in your client’s IT and security with Quarterly Business Reviews

Assess your client’s asset health and current infrastructure risks. Avoid overwhelming your clients with technical jargon and complex IT terminology. Instead, use a visually intuitive risk matrix. Assign health markers to communicate present and future IT challenges based on risk profiles.

Read more

Partner Pricing Tier Update

As of April 13, 2021, all new IT partners that signup for Zomentum will be presented with a tiered pricing model. 
Launch: For small and fast-growing IT businesses that need an all-in-one sales platform
Expand: Purpose-built for agility. Leverage intelligent automation, uncover actionable insights and make data-driven decisions to gain opportunities.
Growth: Best for teams that are growing and scaling rapidly. Scale operations with unlimited reports and workflow rules.Check out our pricing plans and choose what works best for you.

Read more

Know When your Deals Are "Rotting"

Don't let another customer sit idle for too long! Our new rotting feature will help you stay aware of stagnant deals. Once enabled and configured, you will receive a visual notification of any deals that haven't been examined for longer than the defined 'rotting' period.

Read more
Mar

Zomentum now integrates with Infusionsoft (Max Classic)

InfusionSoft is a marketing automation software that helps you engage customers and prospects. Pull your marketing leads from InfusionSoft into Zomentum while you focus on winning them. Streamline your sales and marketing activity and save time. 

Read more

Application Speed Has Dramatically Increased!

App performance has seen a significant improvement. Pages load up to 60% faster now. Our team will continue to monitor performance and make adjustments as necessary.

Audit Logs are now available for PSA Integrations

Zomentum now stores and shows detailed logs of all information that is synced with your PSA. The audit logs notify if the sync was successful (or not) and display an error message and reason if it fails. The audit logs are available for Autotask, ConnectWise, Kaseya BSM, and Syncro PSA.

Read more

Zomentum now integrates with Dicker Data

Australian IT Partners can now leverage Dicker Data in Zomentum. Zomentum integrates with Dicker Data to provide quick access to real-time pricing and product availability using your reseller account. Please note, this integration is only supported in Australia.

Read more

2020

Nov

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 more
Oct

Hide 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 more
Sep

Autotask 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 more
Jun

Activities 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 more
May

Custom 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 more
Apr

What'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 more
Feb

Customize 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 more
Dec

What’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.

Read more