Draft quotes and work your pipeline in Zomentum.
Neo drafts quotes and proposals from your templates and catalog, and follows your opportunities.
What Neo does with Zomentum.
Quotes and proposals
Neo drafts documents from your templates with priced line items.
Pipeline
Neo reads opportunities, stages and proposal statuses, and updates them.
Catalog and margins
Neo reads product prices and costs and checks quote margins.
Concrete work Neo handles in Zomentum.
Quote drafting
Neo drafts a quote from your template and catalog for you to send.
Proposal follow-up
Neo finds proposals waiting on the customer and drafts a follow-up.
Sales report
Neo reports open opportunities, expected MRR and proposals won.
Set it up with Neo.
Connect Zomentum
Enter the credentials the Zomentum card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Zomentum card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Zomentum access the job needs, and builds the agent with you.
Questions about the Zomentum integration.
What does Neo need to connect to Zomentum?+
The credentials the Zomentum card on Neo's Integrations page asks for, from your Zomentum account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Zomentum, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.