April 12, 2025
10 min read

Zomentum Software: Detailed Review

In this article, we cover a detailed review of Zomentum Software.
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It's 2025 and still, many organizations, especially Managed Service Providers (MSPs), deal with inefficient processes, slow turnaround times, and poor quoting, leading to lost revenue. Research shows that in recent years, MSPs saw their professional services gross margins decrease to 19.4% from 24.6% in a quarter, indicating potential revenue challenges.

Zomentum is a powerful sales enablement software for IT service providers, MSPs, and SaaS resellers that helps navigate these challenges and plug revenue leaks. The software is an all-in-one solution that makes it easier for companies to close opportunities. But is Zomentum the solution you need for your firm’s challenges? This blog takes a look at Zomentum's features, pricing, and worthwhile Zomentum alternatives.

What is Zomentum?

Zomentum is an all-in-one sales acceleration platform built for IT channel partners, MSPs and SaaS vendors. Zomentum accelerates the sales cycle from quote generation to deal closure, empowering your business to spend less time on administrative work and more time on revenue growth.

Pro Tip: If you're looking to improve your process, check out our guide on how to write a project proposal.

Key Features of Zomentum

Zomentum has an abundance of functionalities for speeding up enclosing a sale and increasing revenue generation. Here are some highlights of what Zomentum can do:

  • Quickly create, send, and monitor a professionally developed proposal and quote that use customizable templates
  • Easily connected with CRMs like HubSpot, Salesforce, and ConnectWise to sync customer data
  • Easily get contracts approved with a built-in e-signature functionality
  • Offers a visual sales pipeline to track leads and deals at different stages
  • Provides insightful sales performance reports to optimize decision-making
  • Streamlines sales tasks with workflow automation, reducing manual effort
  • Connects with distributors for real-time pricing and product availability
  • Supports IT service providers with integrations tailored to managed service businesses

Who is Zomentum For?

Zomentum is a platform that is designed specifically for IT service providers, MSPs, and SaaS vendors looking for a complete revenue platform. It is best suited for:

  • Managed Service Providers (MSPs): Businesses seeking to automate sales, proposals, and client management.
  • IT Solution Providers: Companies managing complex IT sales processes.
  • SaaS Vendors: Organizations looking to optimize deal closures and partner sales enablement.
  • Technology Resellers: Businesses that require robust quoting tools and CRM functionalities.

Pro Tip: Want to optimize sales automation for your business? MSP Sales strategies can help improve your conversion rates.

Pricing and Plans

Zomentum has provided pricing options based on the size of the business. Here’s a general breakdown of its pricing plans:

Zomentum Pro:

  • $60/user/month (minimum 2 users) - yearly plan
  • $75/user/month (first 2 users) - monthly plan
  • Ideal for small teams needing basic quoting and sales automation

Zomentum Enterprise:

  • Custom pricing
  • Tailored for large organizations with custom requirements and dedicated account management

3 Best Alternatives to Zomentum

While Zomentum is a solid choice, businesses may explore alternatives that offer similar or better features at different price points. Here are three top alternatives:

1. Cone

Cone is considered among the best proposal software for accountants, bookkeepers, MSPs and sales teams because of its streamlined pricing, engagement letters, and client onboarding features. Cone ensures consistency, professionalism, and profitability by automating the proposal process and integrating seamlessly with your sales workflow.

Top features:

  • A robust pricing engine accurately prices services
  • Automated billing system and payments auto-invoice and auto-charge clients, supporting multiple payment methods
  • Invoice automation generates invoices from proposals and syncs with Xero and QuickBooks
  • Best proposal software offers advanced CPQ, tailored proposal templates, and e-sign capabilities
  • Seamless integrations connect with Xero, QuickBooks, Stripe, and GoCardless
  • Data security ensures privacy, compliance, and secure document handling

Pricing:

Cone offers two pricing plans:

  • Essentials: $9 per user/month (billed annually)
  • Growth: $12 per user/month (billed annually)

Try for free now!

2. Quoter

Quoter is a powerful quoting and proposal software for IT service providers and MSPs. It stands out with:

Top features:

  • Dynamic pricing and discounting options
  • Advanced analytics and forecasting tools
  • Integrations with CRM and PSA software
  • Simple drag-and-drop proposal builder

Pricing:

  • Basic plan: $149/month
  • Standard plan: $289/month
  • Pro Plan: $429/month
  • Enterprise Plan: $569/month

Pro Tip: Quoter pricing and plans in detail

3. PandaDoc

PandaDoc is a leading document automation tool offering advanced sales enablement features, including:

Top features:

  • Customizable proposal templates
  • Built-in e-signatures for faster approvals
  • Real-time proposal tracking and analytics
  • Integration with major CRM platforms

Pricing:

  • Starter plan: $19/user/month (billed annually)
  • Business plan: $49/user/month (billed annually)
  • Enterprise plan: Custom pricing

Pro Tip: PandaDoc pricing and plans - detailed review

Ace The Game

If you want your business to succeed, then the right automation and streamlining software can help you get far ahead of competition. While Zomentum excels in IT sales and MSP automation, alternatives like Cone provide unique advantages at better price points.

Cone stands out as the best proposal software for accountants, bookkeepers, MSPs, and sales teams offering streamlined pricing, engagement letters, and client onboarding features.

Start your Cone’s free trial today!