Full Customer Lifecycle and View
Customer Prospecting with CRM & Workflow
Prospects are the life-blood of any company, yet most smaller businesses still rely on a combination of busy calendars, bulging inboxes and spreadsheets to keep on top of prospecting. Whether digital or physical, the more systems used, the greater the chance of human error. Worse, vital information is kept in the notepad or head of one individual rather than being shared and more visible.
With Omny Link you can eliminate these inefficiencies and shape the CRM the way you want it. If you have certain processes which are a part of the journey to client adoption, you can make them a part of the overall process using our workflow tools.
Engage, Propose and Close
Once there is an opportunity for new business, the next challenge is managing an efficient order to sale process. For most businesses this involves proposals, invoices, purchase orders and other sales documents.
However, it is easier to tackle with Omny. Setup the templates, embed quotes into emails or generate PDFs to distribute. Suddenly what took hours can take seconds. Printing becomes occasional, filing becomes history.
Manage Jobs and Tickets
When you seal a new client. You’ll also find that Omny can take care of business. With it you can manage any type of request from clients: from further sales opportunities to projects. Raise tickets, manage jobs, take bookings, delegate work and meet deadlines more efficiently.
The Full Customer View
And that’s what makes Omny unique. It offers small businesses the opportunity to manage their entire business from first contact to ongoing opportunities all in one place: who was involved and when, and what the outcomes are. If staff are away, or move roles, Omny remains the one view needed to understand any client.
Want a system to manage all your relationships?
Are you ready to jettison paperwork, templates, notepads and chaos? If so, call our team on (0)118 324 7700 and discover how we can digitally transform your business.
The Deliverer of Deadlines
- Missingyour targets?
- The busier you are,the later you work?
- Forgettingwhat is due, when?
With Omny Link you can make sure that you hit your deadlines, are reminded when it matters and meet every expectations.
Affordable and Open Source
Connect Your Business
We can help you setup any of the following:
- Leads & CRM
- Decision Management
- Or any of the wide range of website, app, email, social, finance, reporting or bespoke softwares you choose!
From £100 per monthVIEW PRICING
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.DOWNLOAD DEMO
Omny Link Blog
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