The mobile version gives users the opportunity to access key features of Zomentum on any handheld device. It is engineered for ease to manage your business and increase productivity on the go. Zomentum will continue to evolve the webapp overtime to deliver a fully native user experience. The current mobile version supports access to your Opportunities, Documents, Sales Activities, and Clients.
Stay connected to your business from anywhere, anytime!
Urgently need to send out a quote or want to quickly look into the details of an opportunity or client? We got you covered on the go.
Logging in to Zomentum-
The webapp can be accessed from the mobile on any browser on android, ios and windows platforms. Please go to https://www.zomentum.com → Login. Users can choose to log in to their account using Zomentum credentials or any of the available log in methods (Google or SSO).
Our MSP users can use Zomentum on their mobile platform and access the important modules on the go. You can access the following modules from your mobile phone:
The opportunities in the user’s account are displayed in the list view and they have the option to add a note, Edit or Delete the opportunity. The users can also filter and view All opportunities and My opportunities on this page. They will be able to see the opportunity details, associated client details, and the related document to the opportunity by clicking on the opportunity.
The documents are also displayed in a list view. You can open the document by clicking on the document name as the web version. You have the ability to send documents, share via link, edit document details, preview, preview/download as PDF, and delete the document.
All the details in the documents can be edited except the quote line items. We cannot add or delete quote line items but the price and the quantity of the items can be changed. While signing documents is limited for the mobile app, you can assign signees and also send the documents from the mobile view.
The users will be able to view the sales activities in this view. They can also edit the sales activities and view the client associated or delete the activity from this page.
The clients are displayed here and you can view the client details by clicking on them. The users will be able to see the client details, associated contacts, opportunities created, and documents. Expect more enhancements in our future versions.
At this moment, we can log out using the settings page. We’re making regular updates to our mobile interface and you can expect many enhancements soon
Notifications & New Feature Releases:
The notifications and What’s New icon will be displayed on all pages and can be viewed by users when they are on any module.