Highlights : About Zomentum

Calendar/Reminder System

Document Storage

Internal Chat Integration

Marketing Automation Integration

Quotes/Proposals

Task Management
Product Details
Features
Pricing and Cost Calculations
Quotes
Self Service Portal
Product Configurator
Renewal Management
Audit trail
Contact Management
Document Management
Collaboration
Content Library
Electronic Signature
Pipeline Management
Workflow management
Customizable Branding
Pricing Management
Benefits
Sales Funnel Management
Zomentum allows MSPs to monitor and handle their sales funnel efficiently. Built with CRM capabilities, the software lets them keep track of every opportunity and ensure that their team members are updated on the things they need to do. Zomentum permits users to create action-oriented tasks, organize them into checklists, and assign tasks. They can monitor the progress of these tasks and receive notifications when the tasks are already completed.
Sales Documents
Zomentum streamlines the process of creating and sharing any type of sales document, be it a quote, proposal, or contract. With its drag-and-drop proposal builder, users can quickly generate proposals using the templates they imported or those templates built within the software
Insights and Analytics
With Zomentum, executives, managers, and supervisors of MSPs can immediately gain insights into how their business is performing. They can access all the sales data they need from customizable reports and dashboards. Thus, they will be able to monitor and analyze sales growth, group or individual performance, and client engagement. They can identify and understand what’s driving or hampering business growth and make better decisions.