Zomentum Review

Our score: 8.0 User satisfaction: 89%

What is Zomentum?

Zomentum is a sales management tool built to automate and simplify the sales process of managed service providers. The software aids them in facilitating conversions, winning more deals, and accelerating business growth. It extends the capabilities of an MSP CRM system by integrating other essential tools and features which include proposal builder, electronic signature, and analytics. 

Zomentum’s CRM features help MSPs gain full visibility and control over their sales funnel. They can build their own checklists and assign automated tasks. These tasks can be tracked in one place together with all activities and communications related to their prospects and clients. Zomentum streamlines how they create and send sales documents like quotes, proposals, and contracts. They can quickly create documents using templates and customize them like adding custom data fields and videos. 

The software also enables their prospects and clients to easily sign sales documents. Users can build different types of acceptance or approval workflows and collect digital signatures. Notifications are sent when documents move from one signatory to another as well. Last but not least, Zomentum lets them get valuable insights into sales data through real-time reminders, sales reports, and dashboards. 

Overview of Zomentum 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. 

The sales management software also enables them to track all communications with prospects and clients, including phone and email conversations. This improves accountability and facilitates collaboration with the team. Prioritizing opportunities, scheduling meetings, and monitoring sales activities are possible as well. 

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. These proposals can also be personalized to enhance engagement with prospects and clients. For instance, they’ll be able to add customized videos to their proposals for up-selling and cross-selling opportunities. Moreover, they can send these proposals as interactive microsites and revise them in real-time. 

Another sales document management feature present in Zomentum is the ability to enable a digital signature. This gives their prospects and clients a fast and convenient way to sign documents. To make their signing process organized and efficient, Zomentum allows users to create their approval workflow which can be a single instance, multi-stage, or sequential. Furthermore, they can indicate who will be the signatories and recipients of the documents. They can track if a document has been opened, read, commented, or signed by a prospect or client as well as send reminders to those who haven’t signed the document yet.

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.

Overview of Zomentum Features

  • Checklists
  • Task Management
  • Proposal Builder
  • Template
  • Personalization
  • Reminders
  • Digital Signatures
  • Approval Workflow
  • Notifications
  • Insights & Analytics

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Zomentum Position In Our Categories

Since businesses have specific business-related requirements, it is only reasonable they abstain from getting an all-encompassing, “perfect” software product. Having said that, it is nearly futile to find such an app even among widely used software systems. The efficient step to do can be to list the varied key aspects which need scrutiny including important features, costing, technical skill levels of staff members, organizational size, etc. Then, you should double down on your product research exhaustively. Have a look at some Zomentum analyses and explore each of the software products in your shortlist in detail. Such all-encompassing product investigation guarantees you keep away from unsuitable software products and pay for the one that offers all the features you require business requires.

Position of Zomentum in our main categories:

TOP 20

Zomentum is one of the top 20 CPQ Software products

If you are considering Zomentum it could also be a good idea to check out other subcategories of CPQ Software listed in our database of B2B software reviews.

There are popular and widely used applications in each software category. But are they necessarily the best fit for your organization’s specific requirements? A trendy software solution may have thousands of subscribers, but does it offer what you need? For this reason, do not blindly invest in popular systems. Read at least a few Zomentum CPQ Software reviews and mull over the aspects that you want in the software such as the fees, main functionality, available integrations etc. Then, choose a few solutions that fit your requirements. Try out the free trials of these products, read online reviews, get clarifications from the vendor, and do your research systematically. This profound research is certain to assist you select the best software platform for your company’s special needs.

How Much Does Zomentum Cost?

Zomentum Pricing Plans:

Free Trial



Zomentum offers a single enterprise pricing plan which costs $99/MSP/month. The plan includes the following features:

Zomentum – $99/month/MSP

  • Up to 2 Users
  • CRM
  • 360 Degree Client View
  • Whitelabeled Proposals
  • Template Library
  • Task Lists & Reminders
  • E-Signatures
  • Product Catalog
  • Insights
  • Native PSA Integration

User Satisfaction

Positive Social Media Mentions 105
Negative Social Media Mentions 13

We realize that when you make a decision to buy CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Zomentum reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zomentum. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Linux
  • Mac


  • On Premise

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Zomentum pricing details?

Zomentum Pricing Plans:

Free Trial



Zomentum offers a single enterprise pricing plan which costs $99/MSP/month. The plan includes the following features:

Zomentum – $99/month/MSP

  • Up to 2 Users
  • CRM
  • 360 Degree Client View
  • Whitelabeled Proposals
  • Template Library
  • Task Lists & Reminders
  • E-Signatures
  • Product Catalog
  • Insights
  • Native PSA Integration

What integrations are available for Zomentum?

Zomentum integrates with the following business systems and applications:

  • GfK Etilize
  • Autotask
  • ConnectWise
  • Zapier
  • Hubspot
  • Click Funnels
  • QuickBooks
  • Kaseya
  • Infusionsoft

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Reviewed By Louie Andre
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