Omnir is the CRM for agencies, MSPs and consultancies. Sales, help desk, client portal, quotes, invoices and projects share one client record, so you stop buying and stitching together separate tools.
Prospecting through to Closed Won, with value at every stage.
Campaigns built in
Send to a segment and track opens without exporting a list.
Dashboards you build
Add the widgets you want. The numbers update as the team works.
18.8%Conversion rate
The product
Everything a service business runs on, in one place
Most CRMs stop at contacts and pipeline, then sell you the rest as separate products. Omnir puts the help desk, client portal, quotes, projects and campaigns in the same place as the sale.
Leads from your website forms land in the CRM, get scored automatically, and move across a drag-and-drop pipeline.
Your Gmail or Outlook inbox
Two-way mail and calendar sync. Read, reply and file emails against the client without leaving the CRM.
Help desk
Mail to your support address becomes a ticket, and replies thread onto it. Sales and support see the same client history.
Client portal
Clients log in to raise and follow tickets, download their documents and read your FAQs, instead of emailing to ask.
Quotes and invoices
Quotes, sales orders, invoices and purchase orders built from the client record, with your products and services.
Projects and timesheets
Projects, tasks and milestones for the work you sold, with a timer in the top bar and timesheets for the hours.
Automation
Workflows assign leads, send follow-ups, create tasks and update statuses, so nothing relies on somebody remembering.
Email campaigns
Send to a segment through SendGrid, Mailgun, Amazon SES, Brevo or Elastic Email, with opens and clicks tracked.
Reports and dashboards
Pipeline, revenue, ticket and activity reports, with pivots and charts, built by you rather than requested from IT.
Why Omnir
What the other CRMs sell you separately
HubSpot, Pipedrive and Zoho CRM all handle contacts, pipeline and email sync well. The difference is what else you have to buy, connect or upgrade to run a service business.
What you need
Omnir
HubSpot
Pipedrive
Zoho CRM
Help desk: client emails become tickets
Included
Service Hub, a separate product
Not built in; needs a third-party app
Basic cases only; the full help desk is Zoho Desk
Client portal
Included: tickets, documents and FAQs
Service Hub paid plans
Not built in
Enterprise plan and up
Quotes, orders and invoices
Included, with purchase orders
Quotes in Sales Hub; invoices through Commerce Hub
No native invoicing; connect QuickBooks or Xero
Professional plan and up
Projects and time tracking
Included: projects and timesheets
No native time tracking
Projects on top plans; no native time tracking
Zoho Projects, a separate product
Email campaigns
Included, through your own sending provider
Marketing Hub, a separate product
Campaigns, a paid add-on
Zoho Campaigns, a separate product
Workflow automation
Included
Professional plan and up
Growth plan and up
Included; advanced rules on higher plans
All of the above in one product
Yes, one login and one client record
Separate hubs, each licensed per seat
CRM plus add-ons and marketplace apps
Several Zoho apps, or the Zoho One bundle
Help desk: client emails become tickets
Omnir: Included
HubSpot
Service Hub, a separate product
Pipedrive
Not built in; needs a third-party app
Zoho CRM
Basic cases only; the full help desk is Zoho Desk
Client portal
Omnir: Included: tickets, documents and FAQs
HubSpot
Service Hub paid plans
Pipedrive
Not built in
Zoho CRM
Enterprise plan and up
Quotes, orders and invoices
Omnir: Included, with purchase orders
HubSpot
Quotes in Sales Hub; invoices through Commerce Hub
Pipedrive
No native invoicing; connect QuickBooks or Xero
Zoho CRM
Professional plan and up
Projects and time tracking
Omnir: Included: projects and timesheets
HubSpot
No native time tracking
Pipedrive
Projects on top plans; no native time tracking
Zoho CRM
Zoho Projects, a separate product
Email campaigns
Omnir: Included, through your own sending provider
HubSpot
Marketing Hub, a separate product
Pipedrive
Campaigns, a paid add-on
Zoho CRM
Zoho Campaigns, a separate product
Workflow automation
Omnir: Included
HubSpot
Professional plan and up
Pipedrive
Growth plan and up
Zoho CRM
Included; advanced rules on higher plans
All of the above in one product
Omnir: Yes, one login and one client record
HubSpot
Separate hubs, each licensed per seat
Pipedrive
CRM plus add-ons and marketplace apps
Zoho CRM
Several Zoho apps, or the Zoho One bundle
Based on each vendor's published plans, October 2026. Plans change, so check their sites for the latest. HubSpot, Pipedrive and Zoho are trademarks of their respective owners.
Pricing
One price per user. No add-on hubs.
Start with a 15-day free trial of everything in Business. No card required.
Starter
For small teams that want their sales in one place.
Less time wrestling with software, more time on the phone with the people who pay me. It does the job and stays out of the way.
ARAmina R.Independent insurance agent, San Jose
I run a small crew and I have no patience for complicated tools. Omnir keeps my leads straight and that is the whole point.
DMDave M.Owner, Mendez & Sons Contracting
Two CRMs promised me the world and gave me a headache. This one does what the page says it does, which is refreshing.
JKJen K.Freelance brand strategist
Questions
See how it works. Get in touch.
Still unsure whether it fits how you work? Ask directly — the reply comes from the people who build it.
Service businesses — agencies, MSPs, consultancies and professional practices — where the work carries on after the deal is won: support, delivery and billing.
Starter covers the sales side: leads, deals, your inbox and reports. Business adds the help desk, client portal, quotes and invoices, projects and timesheets, automation and campaigns.
Yes. The free trial runs for 15 days with everything in Business, and no card is required. Sign up and your workspace is ready straight away.
Yes. Export your contacts, companies and deals to CSV and import them into Omnir, mapping the columns to fields as you go. If you would rather we did it, the onboarding package covers the migration.
No. Monthly plans can be cancelled at any time; annual billing saves 20%. Your data is yours to export whenever you want it.
Import a spreadsheet of contacts, connect your mailbox and you are working. There is no implementation fee; the onboarding package is there if you want us to do it with you.
Run the whole client relationship from one place.
Fifteen days free on everything in Business, no card required. Import your contacts and be working the same afternoon.
