Zomentum Grow Pros and Cons

Helps standardize quoting process. Set default margins at administrative level. Pulls product, pricing, and availability from each of our distributors. Won quotes sync to our PSA and financial system automatically. Excellent technical support. Review collected by and hosted on G2.com.

GUI is a bit rough around the edges and language is very international. Review collected by and hosted on G2.com.

The speed at which Zomentum helps us close proposals has enabled us to stream our work. Even down to sending proposals whilst in the meeting. Prospects like the way we work. Review collected by and hosted on G2.com.

The navigation and contacts layout could be a little better. Also, the sync between AutoTask needs better-defined rules. When you add a new prospect and set a primary contact, they disappear once you've won the business and the client is fully onboarded in AutoTask. Review collected by and hosted on G2.com.

The interface is user-friendly, and easy to use.

Support Team responds promptly and offers to jump on a Zoom call to demonstrate.

No issues with the integration with our CRM. Review collected by and hosted on G2.com.

When there is a bug because I will not be made aware of it until it goes wrong. Thankfully this is not frequent but was re-occruing when starting the service. Review collected by and hosted on G2.com.

The speed at which we can put together a quote or proposal using integrations such as Etilize. We like being able to have our prospects sync from our Marketing CRM into Zomentum and then into our PSA for management. Review collected by and hosted on G2.com.

We've had issues with the integration with Autotask, given this is one of the main PSA tools, the integration could do with more work to make it more reliable. Issues such as services not syncing in from PSA or quotes not sending the line items to the PSA meaning we have to duplicate work. Review collected by and hosted on G2.com.

The ease of creating multiple quote types, and then the ease of generating those quotes Review collected by and hosted on G2.com.

Changing system email templates removes all formatting rather than just amending the text within Review collected by and hosted on G2.com.

Combining services and hardware

Seeing client activity in the same portal

Linking wholesale for hardware

Giving sales access to non-sales staff with confidence Review collected by and hosted on G2.com.

I'd like to see better integration with RMM and accounting. Review collected by and hosted on G2.com.

Zomentum simplifies the sales process for MSPs, but more important allows Autotask and HubSpot to seamlessly integrate. No other platform has this capability. Review collected by and hosted on G2.com.

Unable to Whitelabel emails, domains, and SMTP of mail address. Review collected by and hosted on G2.com.

I like that I can import my Dell Quotes into the system very easily and that I can collect payments for deposit after the quote is accepted. Review collected by and hosted on G2.com.

I think it is my system, but I wish the deposits could be added to Quickbooks instead of me having to manually add them in after the quote has been approved and an invoice has been created. Review collected by and hosted on G2.com.

The speed my staff and I can generate proposals and quotes. The ability to have the client adjust them to suit their requirements. The fact we can make great looking and professional proposals. Review collected by and hosted on G2.com.

There's not much we don't like about the product. Development is fast and ongoing and occasionally things break, as you might expect when there is continuous development, however, support has always been responsive and fix problems quickly Review collected by and hosted on G2.com.

Ease of use, followup reminders, connections with my major distributers (TD Synnex and Ingram Micro). Very professional to the users. Review collected by and hosted on G2.com.

I always need to log in twice and enter 2 MFA codes each time i want to use the software. A little annoying. Fixing the SSO for the Zomentum platform so I only need to log in once. Review collected by and hosted on G2.com.