Know which clients to chase, renew and worry about
Track prospects through a pipeline, keep renewals from slipping and see the profitability of each contract.
New
Quoted
Won
What you get
Everything in crm, renewals and profitability
Leads pipeline
A kanban board of prospects by stage, with activity recorded against each one.
Client activity
Record activity against each client so the history stays with the account.
Quotes
Connect Zomentum to pull your quotes into the platform.
Renewals
See what is coming up for renewal, preview the renewal, and record why a client did not renew.
Contract profitability
Compare what a contract brings in with the time and cost it takes, so you can fix or reprice the ones that lose money.
Expiry reminders
Contract expiry alerts and reminder emails go out ahead of time.
How it works
Simple to start, easy to keep going
- 01
Capture the lead
Add prospects and move them along the pipeline.
- 02
Win and contract
Turn the quote into a contract.
- 03
Renew and review
Watch renewals and profitability over time.
Works with
Related features
Contracts and billing
Build contracts, collect e-signatures, and generate invoices from what each client actually uses.
Learn moreHelpdesk
Tickets with SLAs, time tracking, templates, canned replies and customer satisfaction surveys.
Learn moreClient portal
Give your clients a place to raise tickets and see their contracts and invoices.
Learn moreReady when you are
See it with your own devices
Start a 14-day free trial with up to 25 devices, or ask for a walkthrough and we will show you around.