Zomentum

Zomentum is for managed service providers (MSPs) and IT service providers that want to manage sales opportunities, customer information, and quoting in one place. Its CRM tracks leads and deals through sales pipelines, records customer interactions, and helps teams coordinate follow-ups and contract renewals. Create proposals, quotes, and contracts using templates and a document editor. Build quotes with product details, pricing bundles, and options customers can adjust, and connect to IT distributors for product information and pricing. Send documents for electronic signatures, collect payments, and set up recurring charges as part of the sales process. Automated reminders and workflows help keep deals and renewals moving, while reports provide visibility into pipeline activity and sales performance. Zomentum may suit IT service businesses looking to bring prospect tracking, proposal creation, quoting, and payment collection into a shared sales workflow.

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