Case Study: Chalkline Solutions increases quote efficiency with Zomentum

How Chalkline brought their Quoting Process down from 15 minutes to 3 minutes with Zomentum

Chalkline Solutions, a London-based IT managed service provider and Microsoft cloud solution provider, was spending too much time creating quotes manually in its ConnectWise PSA stack. Their quoting process was slow, approval cycles dragged on through emails and phone calls, and the team had even considered building a custom tool before finding Zomentum.

With Zomentum and its IT Quote Builder, Chalkline was able to streamline quoting, approvals, and customer collaboration in one platform. The team cut quote creation time from over 15 minutes to just 3 minutes, created documents 3x faster, and improved onboarding for new sales reps by making the process intuitive enough for rapid adoption. Chalkline also saw smoother customer purchasing and is now planning to use Zomentum to support its next-gen security bundle and broader sales cycle.

Chalkline Solutions

Harry Boyne

Co-Founder & Technical Director