Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Selling services can be quite challenging, but since 10-30% of your company's revenue depends on it, it's crucial to get it right. WorkRails offers a solution for SaaS businesses by enhancing user adoption and minimizing churn rates. By breaking down the barriers between your sales and professional services teams, you can foster stronger connections. WorkRails improves alignment and minimizes friction across departments, enabling a collective achievement of success. When scoping is done correctly, it leads to enhanced customer engagement. With WorkRails, you can quickly and accurately scope service engagements, facilitating faster and more efficient planning while mitigating risks and scope creep. The era of laboriously entering data into complex spreadsheets to manage professional and managed services is over. To achieve unprecedented sales success, harness the power of automation and watch your deals multiply beyond your expectations. Embracing these changes will not only streamline your processes but also empower your teams to focus on what truly matters—serving your clients effectively.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA No 
CloudRadial No 
Conga Billing Yes 
ConnectBooster No 
ConnectWise PSA No 
Datto RMM No 
Datto SaaS Defense No 
Docusign Yes 
Kaseya BMS No 
Keap No 
NetSuite Yes 
Oracle Cloud CX Yes 
Salesforce Yes 
Zapier No 
Zuora Yes 

Integrations

Autotask PSA Yes 
CloudRadial Yes 
Conga Billing No 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
Datto SaaS Defense Yes 
Docusign No 
Kaseya BMS Yes 
Keap Yes 
NetSuite No 
Oracle Cloud CX No 
Salesforce No 
Zapier Yes 
Zuora No 

Pricing Details

No price information available.
Free Trial No 
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 No 
iPad App No 
Android App No 
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 No 

Types of Training

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

Vendor Details

Company Name

WorkRails

Founded

2016

Country

United States

Website

workrails.com

Vendor Details

Company Name

Zomentum

Founded

2018

Country

United States

Website

zomentum.com

Product Features

CPQ

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

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Proposal Management

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

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

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 

Alternatives

Alternatives

Scope Reviews

Scope

The Virtu Group
ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise