Zomentum + SuperOps
Close the loop between sales and service. Bring opportunities, quotes, service delivery, and invoicing into one connected workflow with Zomentum and SuperOps.
What is Zomentum?
Zomentum is the all-in-one revenue platform for MSPs and service businesses, bringing proposals, quotes, e-signatures, CRM, and payments into one place.
Why connect Zomentum and SuperOps
Turn service requests into sales opportunities
Spot a hardware upgrade or a need for additional services while working on a ticket? Create an opportunity directly from it and keep the sales conversation linked to the original request.
Manage your pipeline where you work
Access opportunities, draft quotes, and review proposals inside SuperOps. Give your sales team a way to move deals forward alongside the platform your service team uses every day.
Move won deals into delivery
When a Zomentum document is marked as Won, it syncs to SuperOps as a sales order. Your team can create tickets or projects from its line items without re-entering the deal details.
Carry the sale through to billing
Use sales orders to set up recurring or one-time contracts and turn delivered items into invoices. Keep what was sold connected to the work delivered and the amount billed.
How to set up Zomentum for SuperOps
Check out our solution article for a more detailed walkthrough of the integration.
For support, ping us or drop us a line at support@superops.com
Sign in as a SuperOps administrator and go to Marketplace > Zomentum.
Review the integration details and click Activate.
Allow about five minutes for provisioning and the initial sync of your clients and users, service items, and taxes.
Open the Licenses tab and assign licenses and Zomentum roles to your team members.
Go to Client Management to access Opportunities and Documents, or create your first opportunity from a ticket.