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Automated marketing that fits your business. Perfectly.

to you?

We give clients:

Better options & outcomes

Intelligent, intuitive and flexible,
marketing automation just grew up

Automated marketing which is more than
whatever happens, just send an email

Our client, the UK’s leading independent business sales advisory service has build their success on a ‘digital first’ approach to a normally traditional sector. Using Omny Link, we were able to shape the solution around this clients’ business to make the entire experience stronger.

Having assessed other solutions, the feedback from the client is that the level of personalisation and integration they wanted was not readily available elsewhere. This is the range of two-way connections achieved for the client which had these benefits:

  • Two way connectivity with a website including a finance calculator, forms and client logins
  • Lead profiling including gathering profiling data from a range of third party sources within the CRM
  • Single customer view of entire lifecycle of the client
  • Automated, part-automated and one-to-one email communications (including attachments) to clients
  • Built in connection to reporting and finance (accounting) packages







More connections, precise automation, stronger results

firmgainsThe result: The foundation for B2B growth

Firm Gains required an automated lead management and customer contact system to allow them to successfully manage the significant number of enquiries they receive, but deal with them in a personal and professional manner.

Customers enquiries appear in any number of ways by phone, email or contact form, and are segmented according to the following parameters:

  • region
  • service requested (sale, valuation or acquisition)
  • business turnover
  • business profitability
  • customer base
  • competitive benchmarking

Omny Link not only allowed them to better understand the nature of the enquiry, filling in details on the business, shareholding, financial performance and key individuals within the business, it is also helps our client create actions based on client needs and opportunity.

It alerts when leads come in, reminds when actions are overdue, allows sending of email templates as well as sending automatic communications based on the specific profile.

Process: what is happening under the hood

Intelligent decision tree architecture managing forms, phone calls, emails, website activity and profiling data results in a much more targeted and customised approach for every contact.

Omny Link manages:

  • fourteen email message types
  • twelve different forms
  • interactive business content and customer dashboard
  • valuations and customer profiles
  • sales follow up and outreach
  • from first enquiry to business transaction

…all seamlessly in one system, in one place.

Payoff: what it meant to Firm Gains

To date, 250 upper management hours saved with zero loss of customer leads and more time spend directly with customers adding measurable value whilst Omny Link fills in the gaps.

  • grow with automated marketing Efficient growth
  • reduce cost per sale with automation Lower CPA
  • more leads with automated marketing Greater reach

Affordable and Open Source

Connect Your Business

We can help you setup any of the following:

  • Leads & CRM
  • Workflows
  • Decision Management
  • Or any of the wide range of website, app, email, social, finance, reporting or bespoke softwares you choose!

From £100 per month


We're Open Source

We believe the best software is created in an environment of open innovation and accountability, so Omny Link is yours to test, trial or develop.

With our blessing! Just let us know how you get on.

open source crm workflow cloud software

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