ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

4.5 out of 5 stars

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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 22 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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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 ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Autotask PSA
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
Keap

Integrations Supported

Autotask PSA
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
3CX
Asio by ConnectWise
AtcomCloud
BrightGauge
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

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

Supported Platforms

SaaS
Windows
Mac
Linux

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

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

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

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

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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