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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 Tidy3?

Tidy3 is a cutting-edge, cloud-based platform designed for managing small and medium-sized enterprises, with the goal of transforming chaotic spreadsheets and various tools into a streamlined system that improves operations in sales, inventory, and customer management. This platform boasts a wide array of essential products, including CRM, Quote, Commerce, Catalog, Stock, and Work, which can either operate autonomously or be integrated for a seamless and customized workflow tailored to each business's needs. By consolidating customer data, communications, product specifications, pricing, and inventory into one centralized platform, it offers complete visibility throughout the customer journey, simplifies lead tracking, and guarantees reliable pipeline reporting. The system enables teams to efficiently generate accurate quotes, manage complex product configurations, and unify orders, pricing strategies, and customer information within a single, intuitive interface. Additionally, Tidy3's flexible modular structure empowers businesses to modify and expand their toolkit in accordance with their growth, ensuring they maintain efficiency and scalability over time. This adaptability allows organizations to stay competitive in an ever-evolving market landscape.

Media

Media

Integrations Supported

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

Integrations Supported

Xero

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

$19 per month
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
Online Training

Company Facts

Organization Name

Zomentum

Date Founded

2018

Company Location

United States

Company Website

zomentum.com

Company Facts

Organization Name

Tidy3

Date Founded

2010

Company Location

New Zealand

Company Website

tidy3.com

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

Not specified

CRM

Not specified

eCommerce Tools

Not specified

ERP

Not specified

Inventory Management

Not specified

Quoting

Not specified

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