Zomentum is a powerful and intuitive customer relationship management (CRM) platform that automates and streamlines your sales, marketing, and customer service operations.
Note: A free, 30-day trial is available.
For billing information, see Atera's subscription information
To sync your Atera customers to Zomentum, see Atera's App Center
Zomentum plans
Atera's integration with Zomentum gives you a choice of three groovy plans, so you can find the one that best aligns with your unique business requirements:
- Launch
- Expand
- Growth
Note: Each plan includes two seats (and you can always add more).
Launch
Perfect for small businesses that are looking to take things to the next level. Whether you're just starting or experiencing rapid growth, Launch provides the tools and resources you need to drive sales and set yourself up for long-term success.
Expand
Unlock greater efficiency and productivity within your team with intelligent automations and actionable insights. With Expand's powerful tools at your disposal, you'll be able to identify new opportunities and streamline your operations for maximum efficiency.
Growth
For businesses that are experiencing rapid growth, the Growth package is designed to help you keep up with demand. With unlimited workflow rules and reports, you'll be able to streamline your operations and boost productivity like never before.
Activate Zomentum
After activating Zomentum, you can immediately sync your Atera customers to it.
Note: Full admin access is required to activate Zomentum.
To activate Zomentum:
1. From App Center (on the sidebar), select Zomentum.
The Zomentum page appears.
2. Click Get started. The Activate Zomentum window appears.
3. Enter your email. Then click Activate. An activation email will be sent to your email.
Note: You may need to check your spam folder.
4. Open your email and click the activation link.
You are redirected to Zomentum where you'll set up your account:
- Enter your full name and update your password. Then click Continue.
- Enter your company name.
- Enter your domain name.
- Select the number of users (seats).
- Select the currency.
5. Click Get Started. You're redirected to the Zomentum console.
Manage your Zomentum account
This section describes:
- Selecting a plan
- Adding seats
Select your plan
Note: Your default Zomentum plan is Launch (and it includes two seats).
1. Log in to Zomentum
2. From Settings (on the sidebar), click Account.
3. Scroll to the bottom of the page.
4. Under Billing Details, click View Plan. The Plans and billing page appears.
5. Select your desired plan.
6. Review the Plan summary (on the right-hand side of the page). Then click Upgrade.
Your plan has been activated.
Add seats
Note: All Zomentum plans include two seats.
1. Log in to Zomentum
2. From Settings (on the sidebar), click Account.
3. Scroll to the bottom of the page.
4. Under Billing Details, click View Plan. The Plans and billing page appears.
5. Under the Current plan, enter the number of additional seats. Then click the blue checkmark ().
6. Review the Plan summary. Then click Add Seats.
The additional seats have been added to your account.