Built for small teams, not enterprises

The simple CRM built for growing small businesses.

Omnir gives you a clean, hassle-free way to track clients and keep every conversation in one place. No lengthy setup, no features you will never open — just enough tool to stay organised and win more work.

See how it works

Free trial · No card required · No sales pitch

The Omnir dashboard: total leads, deals won, revenue and conversion rate, with recent, upcoming and overdue activities, lead breakdowns and the sales funnel.

Trusted by small teams across

  • Insurance agencies
  • Contractors
  • Consultancies
  • Agencies
  • Clinics
  • Freight & logistics

Communication tools

Inbox, notes, and reminders in one clean place

Most tools bury the three things you use behind forty you don’t. Omnir builds the three — mail, notes, and follow-ups — so nothing quietly slips past you.

Explore the product

Leads

Work every enquiry by status — hot, contacted, attempted, cold — and see at a glance which industries are actually converting.

Accounts and contacts

Companies and the people inside them kept as separate records that stay linked, so a contact changing job does not lose the account.

Deals and sales funnel

Eight stages from Prospecting to Closed Won, with deal count, total value and win rate on one view.

Activities and calendar

Calls, meetings, demos and follow-ups on a shared calendar — with anything overdue pushed to the front.

Email and campaigns

Send and log email against the record it belongs to, then run a campaign to a segment without exporting a list.

Reports and dashboards

Build the dashboard you want from widgets. Revenue, conversion rate and activity counts update as the team works.

One view

Know where everything stands before the day starts

Pipeline, revenue, and what is overdue — on one screen that loads in under a second. No dashboard building, no report requests.

  • Live pipeline value and win rate
  • Overdue follow-ups surfaced first
  • Filter by owner, source, or date range
  • Export any view to CSV
See every feature
Search everything…

Dashboard

Add widgetThis month

Total leads

1,248

+12.5% vs last month

Deals won

256

+8.4% vs last month

Revenue

$1.48M

+15.3% vs last month

Conversion rate

18.8%

+3.6% vs last month

Revenue won

12 months

Deals by source

  • Referral
  • Website
  • Outbound
  • Events

Getting started

Running by this afternoon

Three steps, no implementation project, no consultant. Most teams are working live in under an hour.

01

Import your contacts

Upload a spreadsheet or connect your mailbox. Omnir deduplicates as it goes, so you start clean rather than importing years of mess.

02

Connect your mailbox

Mail syncs both ways and lands on the contact record. Logging stops being a separate task you have to remember.

03

Work the follow-ups

Open a contact and see exactly what happened last and what you promised next. That is the whole daily routine.

Testimonials

Real results for real small businesses

Everyday operators using Omnir to clear the clutter and stay on top of the conversations that actually pay the bills.

Share your own story
”
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

Omnir by the numbers

The numbers behind Omnir’s build

One founder. One focused tool. No bloat — just what a small business needs to keep track of what matters.

More about Omnir

4,200+

Businesses running on Omnir

Mostly teams of two to twenty, across services, trades and professional practices.

99.9%

Uptime over 12 months

Backed by a published Service Level Agreement, with service credits if we miss it.

< 4h

Median support reply

Answered by people who use the product daily, not a tiered ticket queue.

0

Setup projects

No implementation fee and nothing to configure for a week. Start the same afternoon.

Put your client conversations in one place.

Fifteen days free on the full product, no card required. Import your contacts and be working the same afternoon.

Talk to us first

The core idea

What should a CRM for a small business actually look like?

Like the handful of screens you open every day, and nothing else. Every feature has to earn its place against the cost it adds for the people already relying on the product.

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.

Contacts, the calls and emails attached to them, your notes, and the follow-ups you owe. That is deliberately the whole list — anything past it tends to go unused.

No. Most people using it are solo operators and small crews: agents, contractors, consultants — anyone who has more client conversations than they can hold in their head.

Minutes. Import a spreadsheet of contacts or start adding them as they come in. There is no onboarding project and no implementation fee.

No. It is month to month, and your data is yours to export whenever you want it.

Yes — there is a free trial with the full product, no card required. Send an email and it will be switched on for you.

Ask. One person builds this, so requests go straight to the person who writes the code. Good ideas that fit the product tend to ship quickly.