Zomentum is a cloud-based, all-in-one sales acceleration platform designed for MSPs, technology partners, and IT service providers. It streamlines quoting, proposals, contracts, billing, and license management, helping teams close deals faster.
Overview
Q: What is Zomentum?
A: Zomentum is a cloud-based sales acceleration platform for MSPs, IT service providers, and technology partners. It streamlines quoting, proposals, contract management, billing, and license tracking, helping teams close deals faster and manage revenue workflows efficiently.
Q: Is Zomentum cloud-based?
A: Yes. Zomentum is a web-based platform accessible from any modern browser, supporting real-time collaboration between teams and clients.
Q: How secure is Zomentum?
A: Zomentum uses enterprise-grade encryption and secure cloud infrastructure to protect customer, sales, and billing data.
Q: What languages and regions are supported?
A: Zomentum is primarily available in English and operates globally, though payment features currently support the US and UK regions, with expansion planned.
Activation and Setup
Q: How do I activate Zomentum through Atera?
A: Go to the Atera App Center, select Zomentum, click Get Started, and follow the prompts. You’ll receive an activation email, check your spam folder if needed.
Note: Note: Admin permissions are required for activation.
Q: Is there a free trial for Zomentum?
A: Yes. A 30-day free trial is available through Atera. After the trial ends, the subscription automatically converts to a paid plan unless canceled.
Q: What if I don’t receive the activation email?
A: Check your spam or junk folder. If it’s missing, contact Zomentum Support via the in-app chat widget or their support page.
Q: Can I migrate an existing Zomentum account to Atera?
A: Yes. Contact Atera App Center Support with your Zomentum account name and email to initiate the migration process.
Plans and Billing
Q: Which Zomentum plans are available through Atera?
A: Three plans are offered:
Launch: Core tools for small businesses.
Expand: Adds workflow automation and analytics.
Growth: Includes unlimited automation and advanced reporting.
Each plan includes two seats by default.
Q: How do I upgrade or change my plan?
A: Log into Zomentum, navigate to Settings > Account > Billing Details > View Plan, and select your preferred plan or upgrade option.
Q: Can I add or remove seats?
A: Yes. Add or remove seats anytime from Settings > Account > Billing Details. Adjustments take effect immediately on your next billing cycle.
Q: Who manages Zomentum billing when purchased through Atera?
A: Atera manages all billing and invoicing for Zomentum subscriptions acquired through the App Center.
Q: When are invoices generated?
A: Invoices are issued on the 10th of each month. New customers may receive an empty invoice initially, with billing corrected the following month.
Q: Is annual billing available?
A: Yes. You can switch to annual billing by contacting Atera’s Sales team. Annual plans may include discounted pricing.
Q: What happens if my payment fails?
A: After a failed payment, a 21-day grace period begins. If payment is not resolved, the account is deleted 28 days after the failed transaction.
Q: How do I delete my Zomentum account?
A: Uninstall the application from your device, then contact Atera Support to permanently delete your account.
Integration with Atera
Q: Does Zomentum integrate with Atera?
A: Yes. The integration allows one-way synchronization of client data from Atera to Zomentum. Two-way sync is planned for a future release.
Q: How do I sync customers from Atera to Zomentum?
A: After activating Zomentum, use the Customer Sync Tool in the Atera App Center to import client data into Zomentum.
Q: What functions are managed in Atera vs. Zomentum?
A:
Atera: Activation, billing, and integration setup.
Zomentum: Quoting, proposals, contract management, automation, and recurring billing.
Automation and Workflows
Q: What automation features does Zomentum provide?
A: Zomentum lets you automate:
Follow-ups and renewals
Lead scoring and qualification
Approval workflows for discounts or margins
Document expiration notifications
Integrations and API
Q: Can Zomentum integrate with other CRMs or distributors?
A: Yes. Zomentum connects to most major distributors and CRM systems via API, FTP, or CSV imports.
Q: Does Zomentum have an API?
A: Yes. The Zomentum API enables custom integrations and automation. The Atera integration currently supports one-way client sync only.
Reports and Analytics
Q: What types of reports are available?
A: Zomentum provides detailed reports for pipeline visibility, sales activity, revenue trends, and customer satisfaction.
Q: Can I export reports or data from Zomentum?
A: Yes. Key reports, proposals, and billing summaries can be exported for sharing or analysis.
Support and Resources
Q: What support does Atera provide for Zomentum?
A: Atera supports activation, billing, and general inquiries. All product functionality and technical issues are handled by Zomentum Support.
Q: Is onboarding or training available?
A: Yes. Zomentum offers onboarding sessions, training guides, and sales enablement materials. Atera customers can also access resources via Monday boards.
Q: Where can I view available add-ons and integrations?
A: Refer to the Zomentum Marketplace Features Table in the Atera App Center for a complete list of integrations and add-ons.
