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Zomentum

www.zomentum.com · Zomentum · Last updated 03 Sept 2026
Quoting and CPQ Billing and reconciliation
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Overview

Zomentum is a quoting and proposal platform built for the MSP sales process, with e-signature, payment collection and live distributor pricing catalogues aimed at replacing static, spreadsheet-based quotes.

From the vendor

Zomentum builds quotes and proposals with built-in e-signature and payment collection, aimed specifically at the MSP sales process, pulling in product and pricing catalogues from distributors so a technician is not typing vendor pricing in by hand. It suits MSPs who currently send quotes as static documents or spreadsheets and want a faster, more consistent proposal process with a clear audit trail of what was sent, viewed and signed.

Pricing is per user per month, quoted through a Zomentum sales conversation rather than a single published figure, with tiers based on how much of the CRM and automation functionality is included beyond basic quoting. It integrates with major distributors for live product and pricing catalogues, with PSA platforms including ConnectWise and Autotask for client and contact sync, and with accounting tools for invoicing once a deal closes, so a signed quote can flow through to billing without re-entering data. MSPs evaluating Zomentum should confirm which distributor catalogues are actually live and current for their own vendor relationships, since the value of automatic pricing depends entirely on that data being accurate, and should check whether the CRM and automation features they want sit in a higher tier than basic quoting before assuming the entry price covers them. It is also worth asking for a demo built around a real quote from your own catalogue rather than a generic sample, since the practical time saved depends heavily on how well Zomentum's distributor data actually matches what you sell day to day, and on how quickly staff adapt to a new proposal tool.

Our take

Zomentum's real value is cutting the manual work of typing distributor pricing into a quote by hand, so its usefulness depends on your specific distributors being well supported. Confirm that before assuming the automation will save time. It suits MSPs replacing static, spreadsheet-based quoting with something that tracks what a prospect actually opened and signed. Basic quoting and full CRM automation are priced differently, so check which tier you actually need. Ask for a demo against your own product catalogue rather than a generic one.

Pricing

The vendor does not publish pricing facts for Zomentum.

Reported pricing

What MSPs report paying the vendor or a distributor, excluding VAT.

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Features

Quoting and CPQ

Proposal and quote builder yes
E-signature yes
Live distributor catalogue and pricing yes
CRM and pipeline tracking yes
PSA integration yes
Payment collection yes
Quote templates unknown
Approval workflow unknown
Recurring revenue quoting unknown
Product bundling unknown
Win-rate analytics unknown
Accounting integration yes

Billing and reconciliation

Show all 24 features

Quoting and CPQ

Billing and reconciliation

Usage and licence reconciliation unknown
Distributor billing import unknown
PSA integration unknown
Automated invoicing unknown
Multi-currency support unknown
Seat and licence utilisation alerts unknown
Margin reporting unknown
Recurring billing automation unknown
Microsoft partner billing import unknown
Client-facing invoices unknown
Payment collection unknown
Audit trail unknown

Integrations

ConnectWise PSAAutotask

Support and training

Deployment cloud
Platforms web
HQ United States
Founded 2020

FAQ

What does Zomentum integrate with?
Zomentum integrates with ConnectWise PSA, Autotask.
Is Zomentum cloud or on-premises?
Zomentum is available as cloud.
Which distributors does Zomentum pull live pricing from?

Zomentum integrates with major distributors for live product and pricing catalogues, though the existing product data on file does not name every supported distributor individually. Since the value of automatic pricing depends entirely on an MSP's own distributor relationships being covered, MSPs should confirm their specific distributors are live and current before relying on automated catalogue pricing in a quote.

Does Zomentum replace a PSA's own quoting feature?

Zomentum is a dedicated quoting and proposal tool that integrates with PSA platforms including ConnectWise and Autotask for client and contact sync, rather than replacing the PSA itself. MSPs use it alongside their existing PSA specifically for the quoting, e-signature and payment collection steps of the sales process.

What CRM features does Zomentum include beyond basic quoting?

Zomentum offers CRM and sales automation functionality in addition to basic quoting, but this sits in a higher pricing tier than the entry-level quoting features according to the product data on file. MSPs should confirm during a Zomentum sales conversation exactly which CRM and automation features are included at their quoted price before assuming the entry tier covers them.

Can a client pay an invoice directly through a Zomentum quote?

Yes, Zomentum includes built-in payment collection alongside e-signature, so a client can sign and pay from the same document rather than receiving a separate invoice afterward. It also integrates with accounting tools so a signed, paid quote can flow through to billing without the MSP re-entering the data.

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