"I’m using Zomentum in a truly holistic sense, making the most out of the different platform features. Zomentum has seamlessly integrated with our PSA, streamlining the entire process of creating documents on the fly. I can send customized emails from my domain, and my clients can add their comments in real-time on the quotes (and adjust quantities), which has significantly sped up the approval process.
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I can easily segregate my sales pipeline based on different services and quickly filter by opportunity type and sales reps. The reporting feature is robust, and I can quickly pull up reports for what's coming in the next 30, 90, 120 days. I'm also pleased by Zomentum’s helpful and responsive support and onboarding team."
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“I didn't do any training on Zomentum for anyone. We jumped in a room for 20 minutes, and I said: ‘here's Zomentum, here's how you press the ‘add document’ button - have fun.’ And I did that on purpose, because I didn't believe they needed it.”

“The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.”