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Quote, Sign & Get Paid
All-in-One Client Management Software for
Financial Services
Improve operational efficiency, optimize revenue streams, and provide seamless client journeys in your accounting or tax business. With Zomentum, creating proposals, securing e-signatures, and receiving payments is effortless—all within one platform.
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Invest your time in building client relationships,
not crafting sales proposals.
Average Win Rate on Proposals
Build Quotes with our AI Module
Jump in Conversion Rate
Saved in Transaction Fee’s
Increase in Proposal Acceptance
Client Management Software
Manage every client step from first contact to final payment and automated follow-ups
Gain automatic approvals on engagement letters and save time on creating proposals and obtaining e-signatures. Zomentum's AI-powered content automation engine streamlines everything efficiently.
Make your brand stand out in all proposals and contracts. Zomentum allows you to send sales proposals and receive invoice payments using your branded email and domain.
Choose from 90+ AI-driven templates that seamlessly integrate with accounting tools (Quickbooks/Xero) and CRMs, and are also supported by Zapier.
Prospects can now add or remove service quotes within your proposal, speeding up close rates by allowing them to choose exactly what they need
Automate recurring payments or transfer one-time payments with low transaction fees and no setup or platform charges
Get Up and Running with Deal-Winning Proposals in a Few Clicks
Finding leads is hard enough; closing deals shouldn't be. Automate quoting to payments effortlessly with Zomentum!
Restricted editorial control over proposals due to manual formatting requirements
Missed invoices and bills, with no strict payment reminders and difficulty in following up on leads.
Spending $90-$200 per month on software for CPQ and payment collection.
Easily create proposals with our drag-and-drop editor, featuring over 90 AI-driven professional templates.
Automated lead follow-ups with an open tracking system, customizable workflows, and sales automation.
Access all product features with no limits for just $60 a month, including complete proposal-to-payment coverage.
Unlock revenue growth using Zomentum!
See why those who use Zomentum
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.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
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.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
One platform for all your proposal needs.
Start scaling revenue today.
Get started
Frequently asked questions
Less than what competitors' proposal software charges, we offer pricing tiers tailored for small agencies, Independent PBAs, and enterprises. Click here to know more.
Zomentum is built to be scalable for all types of accounting firms. Whether you're an independent practitioner or part of a larger firm, our proposal tool is engineered to meet your specific needs and automate your proposal management process.
Yes, without a doubt. We understand the importance of maintaining accurate financial records, which is why we've simplified the process of syncing your data directly to QuickBooks/Xero. Explore more about our integrations here.
Absolutely! Although initially targeted toward accounting firms, Zomentum's proposal tool is versatile and can be effectively employed by industries such as construction, IT services, HVAC, agencies, and beyond.
Yes, we offer a 30-day free trial so you can explore all our features and see how they work for your business.
