CRM and Workflow (and Decisions) Together
CRM for the entire relationship
Modern businesses need a ‘single customer view‘ for each client or customer they engage with. What this means in practice is having one location where all the information from prospecting to repeat business is in a single place. Always on, always updated. As a business grows with different departments and individuals getting involved, the lookup and view of the full customer history remains.
Workflow for all situations
The workflow aspect is critical to any business which needs a clear progress from enquiry to customer. For many businesses there are certain customer validations, or mandatory communications, or information required, or process which needs to be followed. With built-in workflow you can set these to make sure that all opportunities are managed the way you want them to be.
Decisions to drive automation
The third part of the heart of Omny Link is our decisions engine. Built to help companies manage choices, outcomes and automate processes as far as possible. From compiling a complex quote, to offering a client the best solution given information supplied, we provide the decisions to drive your company.
All combined to enable transformation
At the heart of Omny is the practical aim of digital transformation. This goes beyond merely replacing paper with technology, the aim is to make your operations run as efficiently as possible. Less repetition, human error and physical waste. More productivity, efficiency and performance. It’s payback time!
Manage your sales funnel more effectively
Whatever sales process you have, our software can manage it. Just call our team on (0)118 324 7700 and discover how we can use CRM, workflow and decisions to streamline your sales.
The Finisher of Filing
- Swimmingin paperwork?
- Fed upwith filing?
- Wanting to ‘go digital’without knowing how?
With Omny you can pack all your fears into the cloud and let it store, send, chase and improve your efficiency.
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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