Zomentum
Zomentum is an all-in-one SaaS revenue platform that unifies proposals, CPQ, e-signature, CRM, contracts, and payments for Managed Service Providers, VARs, and IT solution providers, with extensions into consultants, accountants, construction, and HVAC service businesses.
- Company typePrivate
- Founded2018
- HeadquartersLewes, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Zomentum does
Zomentum, legally operated as Pactora Inc. (Delaware C-corp, founded 2018, headquartered in Lewes, Delaware with an R&D center in Bengaluru, India), is an all-in-one SaaS revenue platform built primarily for Managed Service Providers (MSPs), Value-Added Resellers (VARs), and IT solution providers, with extensions into consultants, agencies, accountants, construction, and HVAC service businesses. The platform unifies six core modules — Proposals, MSP CRM, Quotes/CPQ, E-Sign, Contracts, and Payments — into a single workflow that lets users create proposals, send quotes, collect e-signatures, and process payments without leaving the application. Underlying capabilities include an AI Proposal Writer for content generation, AI-Powered Sales Insights for deal prioritization and renewal risk, real-time distributor pricing feeds from major distributors (Ingram Micro, TechData/TDSYNNEX, Synnex, D&H, Westcoast), 50+ integrations across PSAs (Autotask, ConnectWise Manage, HaloPSA, Kaseya BMS, Syncro, RepairShopr), accounting platforms (QuickBooks, Xero), and marketing tools, plus 90+ vertical-specific templates. The 2022 acquisition of Belgium-based Goolash extended the platform into SaaS license management and billing reconciliation (now Zomentum Connect), addressing Microsoft NCE compliance and revenue-leak prevention.
The business model combines tiered SaaS subscriptions (small agencies, mid-size companies, enterprise) with transaction-based revenue from Zomentum Payments (powered by Adyen, with zero platform fees for US/UK businesses), recurring affiliate/referral commissions (15-50%), and a separate MSP Marketing Services revenue line (SEO, social, digital PR, email). Go-to-market is hybrid: product-led growth via free trials and the free-forever Zomentum Connect tool, inside sales for mid-market and enterprise with personalized demos, and channel-driven expansion through strategic partnerships with The 20 Consortium, CMIT Solutions, Tech Tribe, and an active affiliate program. Zomentum has raised $17 million in total funding, including a $13 million Series A in February 2021 led by Accel and Elevation Capital, and serves over 4,000 businesses worldwide with a headcount of 100+ employees.
Zomentum firmographics
Firmographics- Name
- Zomentum
- Legal name
- Pactora Inc.
- Website
- https://zomentum.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Zomentum is an all-in-one SaaS revenue platform that unifies proposals, CPQ, e-signature, CRM, contracts, and payments for Managed Service Providers, VARs, and IT solution providers, with extensions into consultants, accountants, construction, and HVAC service businesses.
- Ownership category
- akta.pro rank
Zomentum industry classification
Industry- Product category
- MSP Revenue Operations Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Application Data Migration & Master Data Management Services (BPAEAGAJ)
Keywords
Where Zomentum is headquartered
LocationHeadquarters
- HQ city
- Lewes
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Zomentum business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Revenue (SaaS): Subscription-based pricing model with tiered plans (small agencies, mid-size companies, enterprises). Supports month-to-month and annual billing with automatic renewal. Additional fees for onboarding are non-refundable.
- Payment Processing: Zomentum Payments generates revenue through payment processing services. Offers zero platform fees for businesses in US and UK, supports ACH and Direct Debit. Integrates with QuickBooks and Xero. Revenue comes from transaction processing with Adyen as the payment service provider.
- Affiliate/Referral Program: 15% recurring commission for partners who refer new customers. Time-limited promotions offer 50% recurring commission during specific periods.
- Marketing Services: MSP Marketing Services including SEO, social media marketing, digital PR, local SEO, website optimization, and email sequencing for MSPs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Small Agencies Plan |
| Subscription | Monthly | Mid-size Companies Plan |
| Subscription | Annual | Enterprise Plan |
| Transaction based/ take rate | Pay-as-you-go | Zomentum Payments |
| Subscription | Monthly | Affiliate Commission (Standard) |
| Subscription | Monthly | Affiliate Commission (Promotional) |
Go-to-market motion5 records
Distribution channels5 records
Marketing channels10 records
Zomentum product offering
Product offeringCore offering
Zomentum is an all-in-one cloud-based revenue platform built for service businesses, primarily managed service providers (MSPs), VARs, and IT solution providers. It unifies proposal creation, CPQ/quoting, sales CRM, e-signature, contract management, and payment collection into a single workflow, augmented by AI-powered proposal writing, sales insights, live distributor pricing feeds, and automated license/billing reconciliation via its Goolash (Zomentum Connect) module.
Product overview
Zomentum is an All-in-One Revenue Platform for service businesses, combining a unified platform architecture with multiple integrated modules. The core offering consists of Proposal, MSP CRM, Quotes/CPQ, E-Sign, Contracts, and Payments modules that work together to enable businesses to create proposals, collect e-signatures, and process payments in a single workflow. The platform is complemented by Goolash (now Zomentum Connect), an acquired license management and billing reconciliation solution that prevents revenue leakage. Additionally, Zomentum offers MSP Marketing Services for lead generation and brand building. The platform is purpose-built for MSPs, VARs, IT solution providers, consultants, agencies, accountants, and other service businesses.
Differentiator
Problem solved
Functional benefit
Brands
- Goolash: Automated license management and billing reconciliation solution for SaaS vendors, acquired by Zomentum in January 2022
Products and services
- Proposal Cloud-based proposal creation software that lets MSPs and service businesses create, customize, and send professional sales proposals with ready-to-use templates, an AI editor, live distributor pricing feeds, and drag-and-drop elements. Designed for sales teams that need to produce polished proposals in minutes rather than hours.
- MSP CRM Sales CRM purpose-built for MSPs, combining lead tracking, pipeline management, quoting and e-sign capabilities. Automates approvals, renewals, and tasks across the sales cycle.
- Quotes/CPQ Online quoting/CPQ software that automates quoting, payments, and PSA workflows for MSPs, with auto-updating pricing and order forms.
- E-Sign Built-in electronic signature software supporting multi-stakeholder digital signatures for MSP sales proposals, contracts, and engagement letters.
- Contracts Contract management software that manages the full contract lifecycle from proposal to signature, simplifying billing, e-signs, and engagement letters.
- Payments Payment processing solution built into Zomentum proposals that collects payments instantly, automates reminders, accepts ACH and Direct Debit, integrates with QuickBooks and Xero, and is powered by Adyen as the payment service provider.
- Goolash (Zomentum Connect) Automated license management and billing reconciliation solution for SaaS vendors and MSPs. Prevents revenue leakage by ensuring accurate billing through software license reconciliation.
- MSP Marketing Services Full-service marketing offering for MSPs including SEO, social media marketing, digital PR, local SEO, website optimization, and email sequencing aimed at building inbound pipelines and lead generation.
Quantifiable outcome
- 68% faster deal closure
- +5 more outcomes
Companies that use Zomentum
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles2 records
Zomentum technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability4 records
Feature8 records
Zomentum partnerships and signals
Strategic signalPartnerships
27 partnerships are on record, tiered core and strategic.
- AutotaskcorePSA integration allowing MSPs to pull products and services from inventory, streamline service workflows, trigger follow-ups, and connect proposal-to-billing.
- ConnectWise ManagecorePSA integration for MSP workflow automation and proposal management.
- HaloPSAcorePSA integration enabling MSP sales acceleration and quoting workflows.
- Kaseya BMScorePSA integration for business management and MSP workflow automation.
- Ingram MicrocoreMajor distributor integration for real-time product pricing and availability feeds.
- TechData (Synnex)coreDistributor integration for product catalog and pricing information.
- Synnex CorporationcoreDistributor integration for MSP product fulfillment.
- D&HcoreDistributor integration for product availability and pricing.
- WestcoastcoreUK-based distributor integration for MSP product catalog.
- QuickBookscoreAccounting integration ensuring financial records stay organized, payment processing sync.
- XerocoreAccounting integration for financial management and payment reconciliation.
- The 20 ConsortiumstrategicPartnership with consortium of leading MSPs for growth and revenue acceleration.
- CMIT SolutionsstrategicPartnership to scale revenue for managed IT franchise network.
- Tech TribestrategicPartnership with Tech Tribe MSP community for growth enablement.
- AteracoreIntegration with Atera allowing partners to streamline sales and quoting processes, win more deals, save time and increase margins.
- SyncrocorePSA integration for MSP sales and service management.
- RepairShoprcorePSA integration for MSP repair and service workflows.
- AWS AmazoncoreData hosting infrastructure provider.
- MongoDBcoreDatabase service provider for platform data management.
- ChargebeecoreSubscription billing management for recurring revenue operations.
- Auth0coreIdentity management for secure authentication, outsourced to ensure privacy and security.
- AdyencorePayment processing and acquiring services for Zomentum Payments.
- SignrequestcoreDigital signing for e-signature functionality.
- Freshdesk and FreshchatcoreCustomer support and communication platform.
- SentrycoreApplication monitoring and error tracking.
- MixpanelcoreBusiness analytics on user engagement.
- HotjarcoreWebsite heatmaps and behavior analytics.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Zomentum competitors and assessment
Company assessmentDirect peers
- QuoteWerks: QuoteWerks is the historical leading CPQ/proposal solution purpose-built for the IT/MSP channel and is now owned by ConnectWise. It is the closest direct competitor to Zomentum because it serves the same MSP buyer, integrates with the same PSAs and distributors, and competes head-to-head on quoting and proposal automation.
- ConnectWise Sell: ConnectWise Sell is the PSA giant's native quoting/CPQ offering bundled with ConnectWise Manage. It directly competes with Zomentum's Quotes/CPQ and Proposals modules for the same MSP customer base, and its bundled PSA pricing creates significant competitive pressure.
- PandaDoc: PandaDoc is a leading proposal, e-signature, and document automation SaaS used across multiple SMB verticals including IT services. It overlaps directly with Zomentum's Proposals, E-Sign, and Contracts modules on functionality and on AI-assisted document creation, making it a meaningful competitive alternative.
- Proposify: Proposify is a dedicated proposal-creation SaaS with online signing, template libraries, and content automation. It competes with Zomentum's Proposals module in the same mid-market and agency/consulting buyer segments, including among MSP-adjacent IT services firms.
- Qwilr: Qwilr is a proposal and document automation platform with interactive web-based proposals, e-sign, and payments. It directly overlaps Zomentum's Proposals, E-Sign, and Pay-and-Sign workflows and targets similar mid-market professional services buyers.
- Better Proposals: Better Proposals is a proposal creation and e-signature tool aimed at agencies, consultants, and IT services firms. It competes with Zomentum's Proposals and E-Sign modules in overlapping SMB and mid-market buyer segments.
Broad incumbents
- Salesforce CPQ: Salesforce CPQ (formerly Steelbrick) is the enterprise CPQ leader, embedded inside the Salesforce Sales Cloud platform. It does not target MSPs specifically but represents the broader CRM/CPQ incumbent whose pricing power and AI investments define the ceiling on Zomentum's enterprise expansion path.
- HubSpot Sales Hub: HubSpot Sales Hub combines CRM, quoting, e-signature, and now AI-powered content tools in a single platform. It competes with Zomentum's CRM, Proposals, and E-Sign modules at the SMB and mid-market tiers and represents the broader horizontal incumbent Zomentum must differentiate against.
- Conga: Conga is an established document generation, CPQ, and contract lifecycle management vendor with deep Salesforce integration. It overlaps Zomentum's Proposals, Quotes/CPQ, and Contracts modules in larger enterprise accounts and is a comparable broad incumbent in the revenue-document automation category.
Emerging players
- Atera: Atera is an all-in-one PSA+RMM platform for MSPs that has added quoting and sales workflow capabilities. It directly targets the same MSP buyer as Zomentum and is a meaningful emerging peer because bundled PSA+RMM+quoting functionality could displace standalone sales platforms like Zomentum over time.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Zomentum social profiles
Digital presenceZomentum compliance and trust
Trust signalCompliance3 records
Zomentum financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zomentum leadership team
Management profileNumber of profiles
Profiles9 records
Zomentum subsidiaries and ownership
Company hierarchySubsidiaries1 record
Zomentum funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zomentum M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Zomentum
What does Zomentum do?
Zomentum is an all-in-one cloud-based revenue platform built for service businesses, primarily managed service providers (MSPs), VARs, and IT solution providers. It unifies proposal creation, CPQ/quoting, sales CRM, e-signature, contract management, and payment collection into a single workflow, augmented by AI-powered proposal writing, sales insights, live distributor pricing feeds, and automated license/billing reconciliation via its Goolash (Zomentum Connect) module.
Is Zomentum a public or private company?
Zomentum is a private company. It is classified as venture growth investor backed and is currently operating.
When was Zomentum founded?
Zomentum was founded in 2018. It employs 101 to 250 people.
Where is Zomentum based?
Zomentum is headquartered in Lewes, United States, in the North America region.
How does Zomentum make money?
Four revenue lines are on record. Subscription Revenue (SaaS) is the primary driver. The others are payment Processing, affiliate/Referral Program and marketing Services.
Who are Zomentum's main competitors?
Direct peers on record are QuoteWerks, ConnectWise Sell, PandaDoc, Proposify, Qwilr and Better Proposals. Broad incumbents are Salesforce CPQ, HubSpot Sales Hub and Conga. Atera is listed as an emerging player.
Does Zomentum have an API?
No public API is recorded for Zomentum.
What industry is Zomentum in?
Zomentum's product category is MSP Revenue Operations Software. Its primary akta.pro industry code is BPAEAGAJ, Enterprise Application Data Migration & Master Data Management Services. Its NAICS code is 5132 and its SIC code is 7372.