Omny Link: your business growth engine

Practical Applications

Enhanced CRM

Most CRM systems do two things well – being a store of customer data and pushing through the sale process. However most aren’t so good at things like workflow, automations, alerts, tickets, templates and quotations. So if you want more than just a CRM, let’s talk.

Customer Lifecycle

Most businesses have some kind of customer management system, but often this stops as soon as the contact becomes a customer. We have ad agencies running ticketing systems, leisure businesses running projects and business sale advisors operating on Omny.

Lead Generation

Omny Link is the ideal software to take opportunities all the way from first click to ongoing client. Flexible, intuitive and very customisable, it can increase your conversion rate at every tier of the funnel and help you respond dynamically and individually to every contact.


If you have events, seats, appointments, courses or schedules then Omny can help you manage your bookings better. We have clinics, community centres and training companies using our Bookings platform to manage online, phone and walk in bookings from a single place.

Digital Signing

For many professional businesses, digital signing is transforming what was a time-intensive, slow and expensive process into a much more efficient solution. Accountants are issuing agreements, commercial property owners are signing up tenants, all from one place.

Job Ticketing

So, a client becomes a customer and then gets all demanding. Are you ready to ensure that your hard won client doesn’t fall through the cracks in your customer service. Ticketing is the easy way to ensure that jobs, requests, issues and work is not only registered, but is also delegated, owned and delivered. On time.

Legal Documentation

If your business runs on agreements, contracts and leases, then you would benefit from using Omny to issue legal documents templates for signing in three different ways. Accountants, property companies and business consultancies are already benefiting from Omny to improve signature conversion whilst lowering time and storage overheads.

Quote to Cash

The ability to help businesses take enquiries, provide quotations, purchase orders, agreements and secure business on the face of it seems to be simple. However most businesses use templates and email, and this tends to decrease conversions and increase human error and overall cost. With Omny you can do it all in one place.

Workflow + CRM

If you think that it’s time to ensure that processed and procedures are followed as efficiently as possible, or if you have a specific journey that clients need to travel on, then combining your CRM with workflow can ensure that everything is done comprehensively and in the correct order.

Sectors We’re Transforming


The accountancy firms we are working with ‘get’ the need to digitally transform. Not just the winning of business, but more importantly the managing of clients. From digital signing, to managing clients, it just makes sense to use software to operate reminders, tasks, deadlines and schedules. Less pain, more gain. Better still, it makes financial sense.


Most agencies are great at winning new business, the challenges start when they get a client. Whether advertising, marketing, digital or creative, clients are demanding! Many use paper-based solutions to manage client work, or rely on email, or the wrong kind of software. But with Omny there’s a ticketing system which can manage teams, jobs, deadlines, tasks and alerts. Whilst retaining a full view of the customer, projects and invoicing.

Business to Business

Any services business will immediately ‘get’ Omny. As soon as the customer journey becomes complex, the need for software increases. Yet few systems offer the kind of range of functionality which can fit most business models – where you can raise proposals, tickets, invoices, purchase orders and agreements from a single place and issue them at the click of a button. If you can describe your process, we can deliver it.

Education Services

Supplying schools and councils with services often requires procedures, protocols and needs to be of the highest quality. Most businesses in this space grow based on reputation and referral. Business in this space use Omny to reach, recruit and deliver services in person, by phone, email or website. It adapts to meet clients’ needs.

The Hoover of Headaches

  • Difficult to remember where you left off?
  • Missing vital deadlines?
  • Forgetting important calls or information?

Suck up your headaches into our system and let it tell you where, when, how….. at your fingertips!


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

Omny Link Blog

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