Increasing Your Efficiency One Step at a Time

Most business CRM or work management systems for smaller businesses are merely a one-size-fits-all box of tricks with some limited customisation. They are great for businesses who have straightforward sales and work processes. Yet most businesses are unlike this – certainly the ones we work with. We build workflows to fit the company in question.

Scale Business More Efficiently

Most businesses scale and add staff as they increase their scope and volume of work. Yet there are two problems with this approach – firstly economies of scale may never be achieved and secondly as scaling occurs, it can be difficult to keep a handle on the various spinning plates. With Omny managing workflow we help business scale whilst increasing profit margin and improving performance.

Maintain Business Controls

Omny also allows business owners to implement greater controls over their work – both people and processes. For many businesses the main challenge is getting the right levels of management involvement, authorisation and compliance in place without everything grinding to a halt. At Omny our workflows are flexible enough to cater for the most demanding of processes.

Want your work to flow smoothly? Talk to the team on 0118 324 7700

Case Study

Gardenatics dug deep for a better solution..

Gardenatics had growing pains. Started in 2013, operating the business was easy with one installation team and one region to operate in. Fast forward to 2015, they now have five teams covering about 50% of the UK population. So, how do you deal with that kind of growth?

Brough in to consult, we distilled their sales process down to the flow chart below. Helping them not only work out how to manage customers better, but also prioritising urgent needs and automatically chasing installers where appropriate on appointment and installations.

We helped Gardenatics install a system which:

  • Captures and manages all customer data automatically
  • Provides different views for the Administrator and the installers
  • Uses email and SMS to chase installers
  • Shares customer data and addresses securely internally
  • Helps manage many more enquiries by streamlining the process

They have not had to change, we have adapted around them. By just adding one new member of staff to their office team, they have increased their capacity five-fold. Here’s what we automated for them:

Customised CRM Workflow for Lead Generation


The Result was:

A more effective service for all concerned: streamlined administration, smarter supply chain, simpler installation management and smoother customer relationship.

  • software for business growth Fast growth
  • increase profitability Lower administration costs
  • more targeted communications Improved communications

Yes, I would like to work smarter. Talk to us on 0118 324 7700 today or send an email

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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