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What's New
Everything that's new in Zomentum, from latest features to the newest enhancements all in one place.
Auto - Update Pricing
As product prices change over time, they might not reflect the same prices you quote to your clients. As a result, you might have to manually update them or settle for a potentially lower quoted price. With the new auto-update pricing feature, the pricing in your quotes automatically updates every 24 hours.Learn more
Zomentum adds ConnectWise Manage Integration for Zomentum Connect License Management Application
Zomentum Connect—the license management application—now integrates with the professional services automation (PSA) platform ConnectWise Manage. This integration enables partners to reconcile licenses, reduce data entry, and improve invoice and billing accuracy.Learn more
Manage Repeat Orders With Order Forms
Simply your sales process with Order Forms—reusable quotes you can share with the same or multiple clients. When you share Order Forms with your clients, they can then select the products they need and submit their order. Use them time and again to optimize how you manage repeat orders.Learn more
Zomentum adds QuickBooks Online integration to automate invoices
Seamlessly create invoices in QuickBooks Online to save time, avoid errors, and keep your accounts team updated. This integration takes care of creating invoices with the final quote, quantity, and pricing details inside your QuickBooks Online account. Best for Partners who are not using a PSA, or whose PSA does not support Quickbooks integration. Learn more
Introducing New mobile-view support
Zomentum uses can now use their mobile device to edit quote line items including item count and price. You can also search for opportunities, documents, sales activities, and client information and add helpful notes.Learn more
Zomentum natively supports Quickbook Online
Use this integration to automatically create estimates, and invoices, in Quickbook Online against your sent and won quotes in Zomentum Grow. This integration is available for US Partners only. Support for other regions is coming soon!
Sign in to see the integration in action
Zomentum Grow now integrates with HaloPSA
Technology Partners can now leverage HaloPSA in Zomentum Grow. Automatically import all your existing customer data from HaloPSA into Zomentum Grow. New opportunities are created synced with HaloPSA in real-time. Once the opportunity is converted in Zomentum Grow, it automatically gets transferred to HaloPSA for onward service.Read More
Discover new-age SaaS vendors - now on Zomentum Grow
Access innovative SaaS solutions with 'Discover.' Our marketplace aligns vendors with partners on a growth strategy and provides deeper customer-focused value. Checkout Marketplace
Zomentum Connect Integrates With Microsoft NCE
Microsoft now uses New Commerce Experience (NCE) program to help customers purchase and manage licenses through its Cloud Solution Provider (CSP) program. NCE includes subscription offerings (in monthly, 12-month, and 36-month pricing models) that can be combined and provide cost savings for long-term commitments. These subscription models add an extra layer for Technology Partners to manage their contracts and agreements. Zomentum Connect meets this challenge by helping you manage Microsoft NCE license and billing so you can focus on what you do best—selling! See how Zomentum Connect integrates with Microsoft NCE.
Supercharge sales with SaaS Alerts - now on Zomentum
Now keep your client's data in their SaaS applications protected with SaaS Alerts. It protects data leakage from Office 365, G Suite, Salesforce, Slack, and even Dropbox. Alerts are automatically created in your PSA tool for immediate response to any data theft, data risk, and bad actors.
Present Assessments with Either Risk Matrix or Risk Level
Previously, Issues added to an Assessment had to be assigned both a Severity and a Likelihood, which populated a colorful Risk Matrix. We heard your feedback that this was overly complex for some Assessments, which require only High, Medium, and Low classifications. You can now create Assessments using this new 'Risk Level' representation style.
Learn more about Assessments in Zomentum
UK Cyber Essentials Assessment Template Released
Use this to help your clients to align with the UK Government's recommended cybersecurity framework, and hopefully uncover new revenue opportunities in the process! This is in addition to the existing CIS, GDPR, and NIST templates we added recently.
Learn more about our sales assessment module
Use Assessments to track whether issues are Open
or Resolved
You can now tag Assessment Issues as being Open, Unresolved, or Resolved, as well as being able to filter the issues on the report to show only issues with a specific status. Use assessments to support a proposal by demonstrating the client's risk, or to track alignment with well-known cybersecurity standards..
Learn more
Zomentum Launches 'Partner-led Growth' Podcast
Join our new weekly podcast, featuring SaaS leaders who solve dynamic business challenges for technology partners and their customers. Each episode is hosted by Zomentum Product Manager and former technology partner Ben Spector.
Learn more about our new podcast
Zapier Templates Released
You can now conveniently find the Zapier templates right in Zomentum Revenue Platform. Sign in to your account to start using them.
Easier Assessments
Import and export assessment issues using CSV files. Sign in to your account to get started.
Zomentum Acquires Goolash
Excited to announce that we have acquired Goolash the industry-leading automated license management, and billing reconciliation solution. Goolash remedies revenue leakage for technology partners, reconciling clients' software licenses with customer accounts for accurate billing. Zomentum will integrate the Goolash capabilities within its Revenue Platform – an industry first for technology partners.
Zomentum Partners with CMIT Solutions to Scale Revenue for Managed IT Franchise Network
Under this agreement, CMIT franchisees will benefit from the Zomentum sales acceleration application, which enables technology partners to assess needs, create proposals, convert opportunities, automate sales tasks, analyze sales pipelines and expand accounts with upsells.
Zomentum Wins Best Channel Program 2022
Zomentum is proud to announce that we have won the "Best Channel Program" in Channel Program’s January Channel Pitch. According to critics, Zomentum has an excellent channel enablement program, excels in meeting customer needs, and stands out from the crowd.
Hubspot is now natively integrated with Zomentum
Use our native Hubspot integration to effectively launch marketing campaigns and transfer your lead database to Zomentum.
Enable online payments via Zomentum’s Stripe integration
Collect full or partial payment during quote acceptance with our native Stripe integration. You also have the ability to add credit card surcharges. Go to Settings -> Integrations to set it up.Once you’ve connected your account, you’ll find a new Payments tab on the right menu bar while editing a document.
Assess and upsell clients with CIS U.S. security assessment tool
The industry-leading security assessment tool from the Center for Internet Security Inc. (CIS) is now available within the Zomentum sales automation platform. We also plan to integrate the CIS assessment tool for U.K. Cybersecurity Infrastructure & Security Agency (CISA) Cyber Essentials.
Know MoreIntroducing Microsoft 365 Sales Assessments
You can now run a fully automated Microsoft 365 Security Assessment from within Zomentum's Assessments module. Look for the new 'Cloud Assessments' tab while creating a Sales Assessment.
Know More
Zomentum is now integrated with Repairshopr
RepairShpr is a software that helps with invoicing, ticketing, POS, recurring invoices, billing, and CRM for computer repairing shops and more.
Learn MoreZomentum partners with Tech Tribe!
Zomentum + Tech Tribe = More Value. Access five new TechTribe Proposal and Contract Templates in the Zomentum platform.
Learn MoreCommenting in a document just got better
Zomentum now allows both owner and recipients to chat on the document right from the document builder for the sender and from the microsite for the recipient.
Learn MoreIngram integration is available for a lot more regions now!
Users from New Zealand, Austria, Switzerland, Germany, Sweden, Spain, France, Italy, Portugal, and Hungary can start using the Ingram integration for real-time pricing and availability.
Learn MorePartnering with Zomentum just got better - Revamped Affiliate Program
If you’re someone who works closely with the Channel as a coach, mentor, or consultant, Zomentum’s Affiliate program is the easiest way to increase your revenue while helping the Channel community grow their business. Get started in a few simple steps.
Sign upIntroducing the Zomentum Marketing Agency Partner Program
Differentiate your marketing agency and provide an even better service to your clients. Sell the Zomentum Sales Acceleration Platform that MSPs and IT Partners love and add a new revenue stream to your business. It's a win-win.
Become a PartnerZomentum is now Great Place To Work - Certified
Zomentum is proud and honored to announce that our organization has been certified as a Great Place To Work by Great Place to Work® Institute (India). We’re on the lookout for amazing talent!
Come join us in building a winning teamMerge 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 moreZomentum 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.
Learn moreBronze 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
Learn moreIngram 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 moreConnectBooster 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 moreGain 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 moreThe 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 nowAudit 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 moreTake 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 moreIdentify 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 morePartner 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.
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 moreZomentum 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 moreApplication 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 moreZomentum 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 moreAbility 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.
Read moreMultiple 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
Read moreAbility 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.
Read moreAdd 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.
Read more‘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 moreHow 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.
Read moreTimeline
2020
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.
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.
We’ve updated our Terms Of Service!
Click here to know what the updates mean for you.
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.
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.
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.
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.
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.
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.
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.
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.
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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