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Description

Close more projects faster with the premier cloud-based project platform for integrators and facility designers. Track leads, estimate, and manage installations large and small. Connect to your vendors for updated dealer pricing. Present graceful, well-organized proposals that sell. Jetbuilt is the fast, intuitive and powerful AV project solution.

Description

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP Yes 
Autotask PSA No 
CloudRadial No 
ConnectBooster No 
ConnectWise Automate Yes 
ConnectWise PSA No 
Datto RMM No 
Datto SaaS Defense No 
Docusign Yes 
Google Sheets Yes 
Kaseya BMS No 
Keap No 
MindCloud Yes 
QuickBooks Online Yes 
Sage BusinessWorks Yes 
Vectorworks Designer Yes 
Woo Yes 
Zapier No 

Integrations

Acumatica Cloud ERP No 
Autotask PSA Yes 
CloudRadial Yes 
ConnectBooster Yes 
ConnectWise Automate No 
ConnectWise PSA Yes 
Datto RMM Yes 
Datto SaaS Defense Yes 
Docusign No 
Google Sheets No 
Kaseya BMS Yes 
Keap Yes 
MindCloud No 
QuickBooks Online No 
Sage BusinessWorks No 
Vectorworks Designer No 
Woo No 
Zapier Yes 

Pricing Details

$62.00/month/user
Free Trial Yes 
Free Version No 

Pricing Details

$99/month (up to 2 users)
Zomentum is priced at $99/month (up to 2 users). Every additional user is billed at $29/month.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Jetbuilt

Founded

2014

Country

United States

Website

Jetbuilt.com

Vendor Details

Company Name

Zomentum

Founded

2018

Country

United States

Website

zomentum.com

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

RFP

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management Yes 
Task Management Yes 
Templates Yes 
Vendor Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator No 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal No 
eCommerce No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

MSP

Backup Management No 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk No 
Issue Management No 
Live Chat Yes 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling Yes 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management No 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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