Customer Relationship Management (CRM)Quoting & ProcurementAutotask Professional Services Automation (PSA)


Zomentum is an All-in-one tool to structure every deal stage of MSP sales process for success. Our platform fuses the power of a CRM, Proposal builder, digital signatures & analytics into a single simple to use web-based platform. It gives a “360 degree view” of your prospects and clients. Helps you get organized, stay focused, and sync with your team. It brings all your emails, documents & products together. Create & monitor quote status, activity from within the CRM.

Zomentum and Autotask together makes it simpler for MSPs, VARs, Resellers and other channel partners to manage their sales funnel. Use Zomentum to create, send and manage proposals, quotes and agreements to both existing and prospective customers. The Autotask integration helps you automatically create orders and service tickets, and gain visibility into revenue streams from products, services, managed services, and other sources.

  • Pull Product and pricing information from Autotask into Zomentum.
  • Pull Opportunity information from Autotask into Zomentum
  • Pull Account and Contact information from Autotask into Zomentum
  • Pull happens once every 1 hours.

Available in the USA in English.

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