Leads and pipeline
Leads from your website forms land in the CRM, get scored automatically, and move across a drag-and-drop pipeline.
Built for service businesses
From first email to final invoice, in one CRM.
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.
15-day free trial · No card required · No sales pitch
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.
Explore the productYour 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.
Help desk: client emails become tickets
Omnir: Included
- HubSpot
- Service Hub, a separate product
- Pipedrive
- Ticketing through integrations such as Zendesk
- Zoho CRM
- Cases from web forms on Professional; the help desk is Zoho Desk
Client portal
Omnir: Included: tickets, documents and FAQs
- HubSpot
- Service Hub Professional or Enterprise
- Pipedrive
- Through third-party portal integrations
- Zoho CRM
- Enterprise and Ultimate editions
Quotes, orders and invoices
Omnir: Included, with purchase orders
- HubSpot
- Revenue Hub (formerly Commerce Hub), a separate product
- Pipedrive
- Invoicing through a connected app such as QuickBooks
- Zoho CRM
- Professional edition and up
Projects and time tracking
Omnir: Included: projects and timesheets
- HubSpot
- Projects object available; no native timesheets
- Pipedrive
- Projects included on Premium and up, a paid add-on below; no timesheets
- 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
- Limited workflows on Starter; full automation from Professional
- Pipedrive
- Growth plan and up
- Zoho CRM
- Workflow rules from Standard; advanced automation on higher editions
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
Compared against each vendor’s own published plans and product documentation, on the features a service business needs. Last reviewed 30 October 2026. Plans change often. If anything here is out of date, tell us at support@omnir.com and we will correct it — and we will share the source for any claim on request. HubSpot, Pipedrive and Zoho are trademarks of their respective owners; Omnir is not affiliated with, endorsed by or sponsored by them.
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 teams that want the sales side in one place.
$12/ user / month
Billed annually
- Leads, contacts, companies and deals
- Drag-and-drop deal pipeline
- Gmail or Outlook mail and calendar, synced both ways
- Website forms that create leads
- Tasks, calls and meetings with reminders
- Reports and dashboards
Business
For service teams that sell, support and bill their clients.
$29/ user / month
Billed annually
Everything in Starter, plus:
- Help desk: client emails become tickets
- Client portal for tickets, documents and FAQs
- Quotes, sales orders, invoices and purchase orders
- Projects, tasks and timesheets
- Workflow automation and lead scoring
- Email campaigns through your own sending provider
Enterprise
For larger teams that want it set up with them.
Custom
For 25 users and up
Everything in Business, plus:
- REST API and webhooks, with a sandbox workspace
- Onboarding and data migration included
- Fields, layouts and workflows set up for you
- Priority support
Every plan includes
- Unlimited contacts
- Roles and permissions
- Two-factor sign-in
- API access
- CSV export any time
Want us to set it up? The onboarding package is $499 one-time: workspace setup, data migration and live training. Included with Enterprise.
Prices in US dollars, excluding tax.
Founding customers
We are new. That is the honest pitch.
Omnir does not have a wall of logos or a shelf of case studies, because it has not been around long enough to have earned them. What it has is a working product and a short window where being early is worth something. We are taking on a small number of founding customers.
Your price, locked
The rate you join at is the rate you keep, for as long as you stay with us. Later price rises do not reach you.
A direct line to the people building it
Not a ticket queue. You talk to the person who writes the code, and what you ask for is weighed against what everyone else has asked for.
Set up with you, not handed to you
We migrate your data, set up your fields, layouts and workflows, and sit with your team while they learn it. No onboarding fee.
What we ask in return
- Use it properly for ninety days — as your real CRM, not a trial in a tab.
- Tell us the truth when something is wrong, early, while we can still fix it.
- If it has genuinely worked for you by the end, let us write it up as a case study and quote you. Only if it has, and only if you want to.
Is this you?
It works best if you run a service business that sells, supports and bills the same clients — an agency, an MSP, a consultancy, a professional practice — and you are currently doing that across three or four tools that do not talk to each other.
Tell us what you run today and what is breaking. If Omnir is not the right fit we will say so.
Apply to be a founding customerQuestions
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.
A 15-day free trial of everything in Business, no card required. Import your contacts and be working the same afternoon.