Zomentum
Sales and proposal workflows for MSPs.
About Zomentum
Zomentum Grow combines a CRM pipeline with proposal creation, quoting, e-signature and payment workflows for managed service providers. Product pages describe AI-assisted proposal writing and links to PSA and distributor tools.
Key Features
- Sales CRM and pipeline tracking
- Proposal and quote creation
- AI-assisted proposal writing
- Electronic signatures and payments
- PSA and distributor integrations
Buyer Guide
MSP Capabilities
- Zomentum CRM tracks MSP opportunities, stages, calls, notes, follow-ups, renewals, and customer history; quote workflows connect to Zomentum’s proposal and quoting tools.
Pricing and Purchasing
- In the monthly USD pricing view, Expand is US$279/month for three users and Growth is US$503/month for five; additional users are US$69 and US$99/month, respectively.
- Enterprise pricing is custom for 10 or more users. The Growth tier adds priority support, expanded role-based access, and unlimited custom automations and reports over Expand.
Onboarding and Support
- The Enterprise plan lists personalized onboarding and a dedicated customer success manager; the Growth plan lists priority customer support.
Integrations
| Integration | Open |
|---|---|
 Autotask | |
 ConnectWise PSA | |
 HaloPSA |
No integrations match your search.
Resources
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