Quote Manager vs. Zomentum Comparison


Quote Manager CRM Dynamics	Zomentum	+	+
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About Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptions	About Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience B2B companies that need an add-on completely native within Microsoft Dynamics 365 that enables sales teams to create and send professional branded quotes from Dynamics 365 in a few minutes	Audience Managed Service Providers
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $17 per month per user Free Version Free Trial	Pricing $99/month (up to 2 users) Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information CRM Dynamics Founded: 2013 United Kingdom www.crm-dynamics.co.uk	Company Information Zomentum Founded: 2018 United States zomentum.com
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Categories CPQ Product Configurator Proposal Management Quoting	Categories CPQ CRM Customer Revenue Optimization (CRO) Lead Management MSP Partner Ecosystem Platforms Partner Relationship Management (PRM) Proposal Management Quoting Sales Acceleration Sales Analytics Sales Enablement Sales Performance Management
CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Show More Features Product Configurator Features 2D Drawing 3D Modeling Analysis & Constraints Custom Pricing Options eCommerce Inventory Management Recommendation Engine	CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Show More Features CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management MSP Features Backup Management Billing & Invoicing CRM Dashboard Help Desk Issue Management Live Chat Patch Management Privileged Access Management (PAM) Project Management Remote Access Remote Systems Monitoring Scheduling Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management
Integrations Autotask PSA CloudRadial ConnectBooster ConnectWise PSA Datto RMM Datto SaaS Defense Kaseya BMS Keap Microsoft Dynamics 365 Microsoft Excel Microsoft Power Apps Microsoft Power Automate Microsoft Power BI Zapier Show More Integrations View All 5 Integrations	Integrations Autotask PSA CloudRadial ConnectBooster ConnectWise PSA Datto RMM Datto SaaS Defense Kaseya BMS Keap Microsoft Dynamics 365 Microsoft Excel Microsoft Power Apps Microsoft Power Automate Microsoft Power BI Zapier Show More Integrations View All 9 Integrations
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