What is Zomentum?

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.