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What is Zomentum?

Zomentum is a specialized sales acceleration platform tailored specifically for IT partners, integrating pipeline management, proposal and quote generation, sales automation, and comprehensive reporting and analytics to facilitate seamless sales for managed service providers (MSPs). With Zomentum, users can produce documents 70% faster, boost deal values by up to 600%, and enhance conversion rates significantly. Currently, thousands of MSPs leverage Zomentum to enhance their revenue streams, shorten sales cycles, and streamline the purchasing experience. Our platform has helped customers generate nearly $100 million in total revenues. We are dedicated to cultivating a reliable network of IT partners, fundamentally transforming the IT procurement process for small and medium-sized enterprises globally, ultimately driving efficiency and growth in the sector.

What is ClientPoint?

Streamlining the management of proposals, contracts, and client interactions has become significantly more efficient. ClientPoint Enterprise enhances document creation, automation, and AI-driven collaboration through specialized ClientPoints—workspaces designed specifically for engaging with prospects, customers, and partners. Users can easily schedule meetings, engage in chats, conduct video conferences, share materials, electronically sign documents, and even handle payments, all within a unified platform. Furthermore, you can effortlessly integrate your CRM, ERP, BI, and various other business applications, or take advantage of ClientPoint’s tailored CPQ and endpoint solutions to enhance your technology ecosystem and reduce unnecessary expenses. In addition, the platform boasts a comprehensive content library, document storage, templates for creation, and automated processes for developing sales decks, proposals, and RFPs. Pricing structures are customized to align with your specific business requirements, branding, and desired level of personalization. For independent entrepreneurs and casual users, ClientPoint.me provides a complimentary solution that caters to basic needs. By offering such versatile features, ClientPoint ensures that businesses can maintain a competitive edge in their client engagement strategies.

Media

Media

Integrations Supported

Autotask PSA
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
Datto SaaS Defense
Kaseya BMS
Keap
Zapier

Integrations Supported

Caterease
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
NetSuite
Pipedrive
Sertifi
Zoho CRM

API Availability

API Availability

Pricing Information

$99/month (up to 2 users)
Zomentum is priced at $99/month (up to 2 users). Every additional user is billed at $29/month.

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zomentum

Date Founded

2018

Company Location

United States

Company Website

zomentum.com

Company Facts

Organization Name

ClientPoint

Date Founded

2007

Company Location

United States

Company Website

www.ClientPoint.net

Categories and Features

CPQ

Approval Workflow
Guided Selling
Proposal Generation
Quotes / Estimates
Renewal Management

CRM

Calendar/Reminder System
Document Storage
Internal Chat Integration
Lead Scoring
Quotes / Proposals
Segmentation
Task Management
Territory Management

Lead Management

Not specified

MSP

Billing & Invoicing
CRM
Dashboard
Live Chat
Scheduling

Proposal Management

Calendar Management
Collaboration
Contact Management
Electronic Signature
Knowledge Library
Pipeline Management
Revision Management
Task Management
Templates

Quoting

Not specified

Sales Acceleration

Not specified

Sales Analytics

Not specified

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Proposal Management

Categories and Features

Digital Sales Room

Not specified

Personalized Video

Not specified

Proposal Management

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

Sales Acceleration

CPQ
Email Sequencing
Email Templates
Email Tracking
Meeting Scheduler
Predictive Analytics
Reporting
Sales Intelligence

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Meeting Management
Presentation Management
Proposal Management
Training Management

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