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.