ClientPoint vs. Zomentum Comparison


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About ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform	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 Enterprise and SMB (small and medium size businesses) that want a business/sales relationship enablement platform that makes it easy to create a superior client experience throughout each stage of the customer lifecycle. ClientPoint connects to all your favorite SaaS tools, and your other systems, processes and stakeholders. From Marketing (prospect engagement & content curation), to Sales/Business Development (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships.	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 No information available. 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 ClientPoint Founded: 2007 United States www.ClientPoint.net	Company Information Zomentum Founded: 2018 United States zomentum.com
Alternatives OneMob	Alternatives ConnectWise CPQ ConnectWise
DocSales	DocSales
trumpet	Kaseya Quote Manager Kaseya
Zomentum	SAP CPQ SAP
ClearSlide Bigtincan View All	Upland Altify Upland Software View All
Categories Digital Sales Room Personalized Video Proposal Management Sales Acceleration Sales Enablement	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
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 Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management 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	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 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 Show More Features CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal 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
Integrations Autotask PSA Caterease CloudRadial ConnectBooster ConnectWise PSA Datto RMM Datto SaaS Defense Docusign HubSpot CRM HubSpot Customer Platform HubSpot Marketing Hub Kaseya BMS Keap Microsoft 365 NetSuite Pipedrive Sertifi Zapier Zendesk Sell Zoho CRM Show More Integrations View All 12 Integrations	Integrations Autotask PSA Caterease CloudRadial ConnectBooster ConnectWise PSA Datto RMM Datto SaaS Defense Docusign HubSpot CRM HubSpot Customer Platform HubSpot Marketing Hub Kaseya BMS Keap Microsoft 365 NetSuite Pipedrive Sertifi Zapier Zendesk Sell Zoho CRM Show More Integrations View All 9 Integrations
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