Zomentum is a CRM and quoting platform purpose-built for MSPs. When integrated with SuperOps, it brings your sales pipeline into the same operational motion as your service delivery — so opportunities, quotes, sales orders, tickets, and invoices flow through one connected workflow without manual handoffs or tool-switching.
📌 Before you begin
You need integration permissions in SuperOps to activate integrations and assign licenses.
Zomentum must be purchased and provisioned through SuperOps. Existing Zomentum accounts can't be connected through this integration.
Zomentum data is hosted in a US data center. This applies to customers in the SuperOps EU region too, as Zomentum currently supports US hosting only.
Data syncs one way. You can't edit SuperOps records from Zomentum.
The integration is available to all SuperPlus users and new trial accounts.
Trial and Pricing
To purchase Zomentum, add more licenses, or continue after a trial, click Request Pricing on the Zomentum integration page.
For SuperOps trial accounts, Zomentum access follows your SuperOps trial. If Zomentum is included in your paid subscription, it remains active when you move to that subscription.
For paid SuperOps customers, the Zomentum trial runs for 14 days from the first trial activation.
Removing and reactivating the integration during this period does not restart the trial.
If you do not purchase Zomentum before the trial expires, the integration is removed automatically.
A new Zomentum trial cannot be started using an email address that has already used a Zomentum trial.
Activating the Zomentum integration
Navigate to Marketplace > Zomentum
2. Review the integration overview, features, then click Activate.
3. Wait while SuperOps provisions the integration. This takes about five minutes. During this time, your clients and users, service items, and taxes sync to Zomentum.
4. When activation completes, SuperOps opens the Licenses tab, where you can see your active licenses.
Assigning licenses and roles
Only licensed team members can open the Zomentum modules inside SuperOps. During a trial, you can license up to two users.
On the Zomentum integration page, open the Licenses tab. Here you can see seat usage and your current licensed users.
Click + License user.
3. Select the team member from the Technician dropdown.
4. Select their Zomentum Role: Admin, Manager, or User. The role controls what they can do in Zomentum.
5. Click Create.
📝Note: The person who activates the integration becomes the default Zomentum account owner.
Managing licensed users
From the Licenses tab, you can:
Transfer ownership: Hover over a technician's row and click the Transfer Ownership icon. That technician becomes the new Zomentum account owner.
Remove or reassign a license: Click the Delete User icon next to the technician's name. The seat returns to your available pool, and you can assign it to another technician.
📝 Note: Deleting a technician from SuperOps does not automatically revoke their Zomentum license. The user remains active in Zomentum and continues to occupy a license. To free up the seat, manually revoke their license from the Licenses tab on the Zomentum integration page.
Working with opportunities and documents
After activation and the initial data sync, licensed users can access Opportunities and Documents under Client Management in the navigation sidebar.
Licensed team members can use them to manage pipelines, draft quotes, and review proposals without leaving SuperOps.
📝Note: Everything else in Zomentum, beyond opportunities and documents, is managed from your Zomentum account.
Creating an opportunity from a ticket
While working on a ticket, you may spot that a client needs new hardware, software licenses, or project work. Create an opportunity from the ticket to hand that need to your sales team and keep it linked to the original request.
📝Note: Any technician can create an opportunity from a ticket, even without a Zomentum license, if the integration is activated. A license is only needed to open the Opportunity and Documents modules.
Open a ticket and click Create Opportunity as shown below.
2. Fill in the required fields and hit save.
3. You’ll be able to see the linked opportunity to the ticket sidebar.
For detailed instructions on using Zomentum’s modules, visit the Zomentum Help Center.
Fulfilling won deals with sales orders
When a document is marked as Won in Zomentum, it syncs to SuperOps as a sales order. Documents in any other status don't sync. Your service team can use the sales order to plan delivery and billing.
From the sales order, you can:
Create tickets or projects: Convert line items into tickets or projects to assign and deliver the work.
Set up billing: Create recurring or one-time contracts for the services sold.
Generate invoices: Convert delivered items into invoices.
Pause or remove the integration
Manage the connection from the Zomentum integration page:
Pause or resume: Use the toggle switch to turn the integration off or back on. While it's paused, Create Opportunity doesn't appear on tickets.
Disconnect or remove: Open the three-dot menu in the page header and select the disconnect option or Remove integration.
📝Note: If you remove the integration and reconnect later, SuperOps restores your previous Zomentum account if Zomentum still holds its data. Otherwise, a new Zomentum account is created.