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CUSTOMER STORIES
Real Customers.
Real Results.
MSPs and resellers worldwide use Zomentum to close more deals and collect payments without chasing. Their results speak for themselves.
Trusted By
4000+ Modern MSPs Around the World
Wall of Revenue Wins
MSPs and IT businesses love Zomentum because we help them sell smarter, get paid faster, and grow without friction. Explore their stories of success, scale, and simplicity.
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.
Perry Ashby
CEO – Urban Network
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.
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Santiago Susbielles
Finance Controller - CIO Landing.
"Very useful sales automation tool"
The speed at which we can put together a quote or proposal using integrations such as Etilize. We like being able to have our prospects sync from our Marketing CRM into Zomentum and then into our PSA for management. We've had issues with the integration with Autotask, given this is one of the main PSA tools, the integration could do with more work to make it more reliable. Issues such as services not syncing in from PSA or quotes not sending the line items to the PSA meaning we have to duplicate work.Keeping on top of the the sales side of the business, as a technician owner sales is not our strong point so having a tool that lets you see where customers are in the sales journey allows us to keep on top of things and close more deals.
David H.
Operations Manager, Small-Business
Both the Chalkline team and Chalkline clients are enjoying the Zomentum platform. “It was easy for our customers to learn, making updates to quotes themselves - and because they can be shared via the link - making it easy for purchases by committee. i.e., ‘Hey, can you sign this and place the order.’”
Harry Boyne
Co-Founder and Technical Director, Chalkline
“Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward. In addition, the platform’s inbuilt Etilize integration has made it a breeze to search and choose services or hardware with a specific distributor.For a rapidly growing company like ours, I am confident that because of how easy and intuitive it is to use Zomentum, my sales team can be easily onboarded and taught to create winning proposals in no time.”
Joaquin J Hernandez,
President at Empowered IT Solutions
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.
Robert Picard
VP & COO, Demand ITS Inc
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.
Michael Morgan
Managing Director – Morgan and Morgan
"I like the responsiveness and the ability for the product development team to recognize that the product needs to match the customer needs. I’m impressed by Zomentum’s willingness to update and change the product and make it the best it can be.”
Micheal Leonard
President CompuNet
"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.
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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Kevin Hughes
Sales and Business Development Manager, MIS Choice
"Maximise your partner alignment with Zomentum Partner-Align"
Specifically, I like dashboard of Zomentum Partner-Align where data about partner’s performance is presented in the most convenient manner and its legibility depends on how partners have configured it; ability to connect Zomentum Partner-Align with several CRM systems which reduces the issue of data inapt synchronization; lead tracking in real time that contributes to the maximization of sales; and sales optimization and better clarity in overall work. The tool is effective but I have had certain problems with the data synchronization from time to time but all in all, I think that Zomentum Partner-Align is still useful.
Carolina S.
Digital Transformation, Information Technology and Services
Enterprise
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.
Daniel Shone
Managing Director – Apex Computing Services
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.
Jason Kemsley
Director – Uptime Solutions
“Using Zomentum, If a customer sends a quote for one laptop, I do have the ability to include those optional add-on items easily and bump my sales from $1,000 to over $6,200 because the client can change the quantity of the items ordered. This process helps my customers easily add items [monitors, docking stations, and wireless combos] to the quote on their own.”
Steve Dempsey
Principal
"Transformative for both inside and outside sales"
Helps standardize quoting process. Set default margins at administrative level. Pulls product, pricing, and availability from each of our distributors. Won quotes sync to our PSA and financial system automatically. Excellent technical support. GUI is a bit rough around the edges and language is very international.
Jeremy t.
President, Small-Business
"Managing prospects and generating quotes has never been easier."
Combining services and hardware
Seeing client activity in the same portal
Linking wholesale for hardware
Giving sales access to non-sales staff with confidence. I'd like to see better integration with RMM and accounting.
Scott M.
CEO, Small-Business
Trusted by Top MSPs, Backed by Industry Recognition
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