Hide Taxes in Quotes | New ZapTriggers | Role-based Access

Hide Taxes in Quotes | New ZapTriggers | Role-based Access

Updates in October


Hello! This month we have quite a few new releases, that we believe, will make your selling experience with Zomentum, even more of a delight.

Choose between Zomentum and ConnectWise as your CRM


1. ConnectWise  as your CRM - Choose this option if you want to manage opportunities in ConnectWise and make it your source of truth. You will only make quotes in Zomentum and push it under Opportunities. In ConnectWise, this option also allows you push quotes under Opportunities in ConnectWise whenever you want.

2. Zomentum as your CRM - Do more with Zomentum. Manage your pipeline and quotes in Zomentum. Send the quote to ConnectWise once it is marked as WON.



Real-time sync with AutoTask

Autotask real-time sync is now four times more efficient and integrates as frequently as every 15 minutes as opposed to an hour, any changes you make in Zomentum will be synced to AutoTask real time. Any changes you make in AutoTask will be synced back to Zomentum every 15mins.


PDF attachment detailing Quote Line Items

Access all Quote line items pushed into Connectwise through Zomentum by accessing the respective pdf attachment that are simultaneously uploaded. These pdfs are also accessible by users who cannot access the Zomentum account.




Synchronize product details in ConnectWise after sending a Quote for Approval

Seamlessly synchronize product information with ConnectWise as soon as you push Quote for approval in Zomentum.
P.S : You need to select ConnectWise as your CRM to avail this feature. This feature is not available for users who select Zomentum as the CR


Manual update of document status


Zomentum now provides the option to assign status to all your documents manually.


Option to hide Taxes on quote block


Easily hide the tax module within your Quote with the click of a button.


New Sales activity page with all the useful information bundled together to easily uncover actionable insights.

Uncover all activity updates with a single consolidated view and stay on top of overdue tasks at all times.



Autotask Opportunity links in Zomentum Opportunity page


Any opportunity added in Zomentum will reflect in your AutoTask account and can be accessed from the Zomentum opportunity page.



Weekly billing type period


Zomentum now supports a weekly billing period similar to your PSA.



Zapier - Update Client, Opportunity, Contact and Document triggers

A bunch of new Zaps have been added for you to whiz through new automations with Zapier.
Three new ZapTriggers from Zomentum including Document, Client and Opportunity have been updated.


Role based Access


Zomentum now has Role based permissions to better navigate through the access minefield.
It allows three different roles including Admin, Manager and User.

  • Admin - Can access all the data and perform all actions. Admin can perform account level changes such as editing pipeline stage, enabling integrations, adding users, billing changes, etc.
  • Manager - Has access only to data that are assigned to them. Can perform all actions except account level changes. Managers can assign opportunities to other users, access reports, sales automation, import CSV data, etc.
  • User - Has access only to data that are assigned to them. Users can edit their opportunity, create & send documents, connect email, access email templates, etc

That’s all with the features and updates we have for October. We will see you soon with a slew of new updates that bring you closer to best in class IT sales experience!

SEO for MSPs PPC for MSPs
Definition Optimizing your website to rank organically in search engine results pages (SERPs) without paying for clicks. Paying for advertisements that appear at the top of SERPs, and you're charged each time someone clicks on your ad.
Cost Generally, lower cost as it's based on time and effort to optimize your website. Can be expensive, as you pay for every click on your ads, and costs can add up quickly.
Time to Results Takes time to see significant results, often several months to gain visibility in organic listings. Provides immediate results; your ads can start generating traffic and leads as soon as your campaign is live.
Sustainability Sustainable over the long term if you consistently maintain your SEO efforts. Reliant on a continuous budget; traffic stops when you stop paying for ads.
Click Quality Usually, it has higher click quality as users find organic results more trustworthy and relevant. Click quality can vary, and not all clicks may lead to conversions, potentially leading to a wasted budget.
Competition Competing with other websites for organic rankings, but the playing field can be more level. Competing with other businesses for ad placements can be fierce, and costs can rise in competitive markets.
Targeting Options Limited control over specific keywords that drive traffic; relies on keyword optimization. Precise control over keywords, demographics, and location targeting, allowing for more precise audience reach.
Performance Tracking Tracking and measuring results can be challenging, but tools like Google Analytics can help. Easily track and measure performance with detailed metrics and conversion tracking tools.
Long-term Strategy Builds a strong online presence and brand authority over time. Effective for short-term goals and promotions but doesn't contribute to long-term organic growth.
Click Costs No direct click costs; traffic is "free" once you've optimized your site. Direct click costs are associated with each visitor who clicks on your ad.
Advertisements vs. Organic Results Focuses on achieving high rankings in organic search results. Focuses on paid ads displayed above organic results.
Keyword Research Important for optimizing content and targeting relevant keywords. Crucial for selecting the right keywords and managing bidding strategies for ad campaigns.
Hide Taxes in Quotes | New ZapTriggers | Role-based Access
Hide Taxes in Quotes | New ZapTriggers | Role-based Access

Hide Taxes in Quotes | New ZapTriggers | Role-based Access

An Old man on a tablet device

Updates in October


Hello! This month we have quite a few new releases, that we believe, will make your selling experience with Zomentum, even more of a delight.

Choose between Zomentum and ConnectWise as your CRM


1. ConnectWise  as your CRM - Choose this option if you want to manage opportunities in ConnectWise and make it your source of truth. You will only make quotes in Zomentum and push it under Opportunities. In ConnectWise, this option also allows you push quotes under Opportunities in ConnectWise whenever you want.

2. Zomentum as your CRM - Do more with Zomentum. Manage your pipeline and quotes in Zomentum. Send the quote to ConnectWise once it is marked as WON.



Real-time sync with AutoTask

Autotask real-time sync is now four times more efficient and integrates as frequently as every 15 minutes as opposed to an hour, any changes you make in Zomentum will be synced to AutoTask real time. Any changes you make in AutoTask will be synced back to Zomentum every 15mins.


PDF attachment detailing Quote Line Items

Access all Quote line items pushed into Connectwise through Zomentum by accessing the respective pdf attachment that are simultaneously uploaded. These pdfs are also accessible by users who cannot access the Zomentum account.




Synchronize product details in ConnectWise after sending a Quote for Approval

Seamlessly synchronize product information with ConnectWise as soon as you push Quote for approval in Zomentum.
P.S : You need to select ConnectWise as your CRM to avail this feature. This feature is not available for users who select Zomentum as the CR


Manual update of document status


Zomentum now provides the option to assign status to all your documents manually.


Option to hide Taxes on quote block


Easily hide the tax module within your Quote with the click of a button.


New Sales activity page with all the useful information bundled together to easily uncover actionable insights.

Uncover all activity updates with a single consolidated view and stay on top of overdue tasks at all times.



Autotask Opportunity links in Zomentum Opportunity page


Any opportunity added in Zomentum will reflect in your AutoTask account and can be accessed from the Zomentum opportunity page.



Weekly billing type period


Zomentum now supports a weekly billing period similar to your PSA.



Zapier - Update Client, Opportunity, Contact and Document triggers

A bunch of new Zaps have been added for you to whiz through new automations with Zapier.
Three new ZapTriggers from Zomentum including Document, Client and Opportunity have been updated.


Role based Access


Zomentum now has Role based permissions to better navigate through the access minefield.
It allows three different roles including Admin, Manager and User.

  • Admin - Can access all the data and perform all actions. Admin can perform account level changes such as editing pipeline stage, enabling integrations, adding users, billing changes, etc.
  • Manager - Has access only to data that are assigned to them. Can perform all actions except account level changes. Managers can assign opportunities to other users, access reports, sales automation, import CSV data, etc.
  • User - Has access only to data that are assigned to them. Users can edit their opportunity, create & send documents, connect email, access email templates, etc

That’s all with the features and updates we have for October. We will see you soon with a slew of new updates that bring you closer to best in class IT sales experience!

Hide Taxes in Quotes | New ZapTriggers | Role-based Access