Zomentum
by Zomentum
Last updated Mar 29, 2026 · 1 revision
Revenue platform with AI proposal editor, auto e-signature tracking, 50+ integrations, and no-fee payment processing.
Highlights
Capabilities
Media
www.zomentum.com
About This Product
Zomentum is a revenue management platform for service businesses including HVAC contractors, offering an AI document editor for proposals, 90+ sales templates, auto e-sign tracking, recurring payments, and QuickBooks/Xero integration. The platform provides pipeline management from lead to renewal with 50+ workflow integrations and no-platform-fee payment gateway. Plans start at $60/month with a 30-day free trial.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 6.9
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
60 features confirmed across
12categories· Showing confirmed capabilities only
Platform & Customization15features
AI Document Editor With Co-AuthoringCustom API AccessCustom BrandingCustom DomainCustom TemplatesEmail TemplatesRole-Based Access ControlRole Based AccessCustomizable HTML/PDF TemplatesBulk Record Update And DeleteDocument ManagementAI-assisted document editor with version history and co-authoring
Show 7 more
Imperial And Metric SupportLink SharingApproval ManagementAdvanced approval rules with nested filtersData ExportExport filtered opportunity resultsData ImportMerge duplicate records for Clients, Opportunities, and ContactsThird-Party IntegrationXero bank feedsAWS Cognito Authentication
CRM & Sales12features
CRMCRM-like featuresProperty Filtering And Location SearchAir Filter Sales AutomationContact ProfilesEmail Tracking and Contact DifferentiationIntelligent Follow-UpsMerge TagsSales Template Library
Show 4 more
Lead ManagementMobile opportunity management (add notes, edit, delete, filter)Sales AutomationAdvanced sales automation with granular conditionsContact Information SynchronizationAutomated Customer Touchpoints
Invoicing & Payments10features
InvoicingTrack payment sources and timelinePayment ProcessingPayment processing with recurring paymentsRecurring InvoicingMulti-Currency SupportCustomised Views and Filters for PaymentsIn-Conversation PaymentsInvoice Status TrackingPrice BookLink setup fees to product quantity
Show 2 more
Distributor Pricing IntegrationDeposit Collection For Job Booking
Customer Communication5features
Client PortalSelf-service customer portalCall Search and FilteringDocument Print And SendEmail IntegrationHTML email signature editorNotificationsFollow-up reminders
Estimating & Quoting4features
Quoting & EstimatesAutomated quoting and proposal generationMulti-Tier Proposal GenerationProposal ManagementAssembly BuilderAI-powered document builder
Mobile & Field Tools4features
Mobile Document Signee AssignmentMobile Worker Access from One DeviceTechnician Mobile AppDigital SignaturesMobile document signing (assign signees, send documents)
AI & Automation4features
AI SupportAI document editor for proposalsAI Vendor Quote ImportAutomation RulesWorkflow automation for follow-upsQuoting Automation
Accounting Integration2features
Accounting IntegrationAutomatic Mapping of QBO and Xero Clients with Grow and Payments
Inventory Management1feature
Real Time Product Availability and Specs Lookup
Reporting & Analytics1feature
ReportingCustom Reports
Technician Management1feature
Onboarding
Equipment & Asset Management1feature
AlertsActive/Inactive entity filters
Integrations 41 across 7 categories
eCommerce 18
ALSO
Amazon Business
Arrow Enterprise Computing Solutions
Avnet
Bluechip
CMS Distribution
D&H Distributing
Dicker Data
EET International
Esprinet
Exclusive Networks
Exertis
Ingram Micro
Leader System
Leader Systems
TD Synnex
TechData
Westcoast
Industry-Specific 10
CCTVx Ltd
CIPS
Cobweb
Cyber Distribution
DataSolutions Distribution
Delaney Secure Ltd
Dell
Distology
Entatech UK Ltd
Etilize
Field Service 8
Autotask
Axial Systems
BeMSP
ConnectWise
HaloPSA
Kaseya BMS
RepairShopr
Syncro
Accounting 2
QuickBooks Online
QuickBooks
Xero
Xero
Payment Processing 1
ConnectBooster
CRM 1
Infusionsoft by Keap
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Per User
- Starting at
- $49/mo
- Notes
- Starting at $99/mo. All-in-one platform with unlimited features (quoting, e-sign, payments) at single cost. Originally MSP/IT-focused CPQ, expanding to broader service businesses. Specific tier breakdown not publicly detailed.
Related Products 10 across 1 category
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