Zomentum is a platform that streamlines and accelerates MSPs by handling their CRM, Quoting and Client Management all in one location.
What you can do on ChannelForce:
- Create and Edit New Leads
- Track Leads from start to finish in an easy-to-use Leads Funnel
- Create Quotes from an easy drag-and-drop builder
- Sync emails and keep track of all your conversations in one place
- Send Quotes as microsites
- Open discussion with your customer
- Organize and maintain clients
- And much more!
Most common use cases:
- Create new leads and follow up with them.
- Manage all your company's customer relations and interactions with customers and potential customers in one location.
- Creating and sending quotes
- Integrate with AutoTask, ConnectWise and hundreds of other apps with Zapier.