Product

Everything you need to run client relationships. Nothing you don't.

Omnir covers the work small businesses actually do — conversations, follow-ups and deals — and deliberately stops there.

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Open deals

38

+6 vs last week

Pipeline value

$412k

+11% vs last week

Activities this week

164

+23 vs last week

Overdue tasks

3

-4 vs last week

Revenue won

12 months

Deals by source

  • Referral
  • Website
  • Outbound
  • Events

The essentials

Five tools your team will open every day

Each one exists because customers asked for it twice. Nothing here is filler.

Shared inbox

Client mail lands in one thread the whole team can see, instead of somebody’s personal folder.

Quick notes

Type them mid-call. Notes attach to the contact the moment you save.

Follow-up reminders

Promise to ring back on Thursday and Omnir will make sure Thursday actually happens.

Reusable templates

Keep your best replies a click away rather than retyping them daily.

Client timeline

Calls, mail, and notes in one ordered history. Open a record, see exactly where you left off.

Contacts & inbox

Every conversation attached to the person it belongs to

Mail syncs both ways and notes land on the record as you type them. Open a contact and the full history is already there.

  • Two-way sync with Gmail and Outlook
  • Shared team inboxes
  • Notes attached to the contact

Re: Revised spring quote

Marisol Vega · Vega Landscaping · Today 9:41 AM

Reply Use template Remind me

Pipeline

A pipeline you can actually forecast from

Drag deals between stages and see their value at a glance.

  • Custom stages that match how you sell
  • Weighted forecast by close date

New

2
  • Vega Landscaping

    $8,400

  • Ohara Dental

    $3,200

Qualified

2
  • Northline Freight

    $21,000

  • Brennan Roofing

    $12,750

Proposal

1
  • Cross Studio

    $6,900

Won

2
  • Halvorsen Fit

    $15,300

  • Ruiz Interiors

    $9,100

Reporting

Answers without building a dashboard

The numbers small businesses actually ask for, ready on arrival — win rate, activity, revenue by source, and who is carrying the load.

  • Win rate by owner, source and stage
  • Activity reporting on calls and email
  • Revenue trends over any date range
  • Every view exports to CSV

Win rate by owner

Last quarter · 4 team members

Export CSV

Deals closed per week

  • Dana Whitfield68%
  • Marcus Lee54%
  • Sofia Iqbal47%
  • Ray Consuegra31%

Why teams switch

Built for the business you actually run

No implementation project

Enterprise CRMs assume a consultant and a quarter. Omnir assumes an afternoon.

Nothing locked behind modules

One product with everything in it. No tiers to unlock before the tool does its job.

Support that knows the product

You reach people who use Omnir daily, not a tiered queue reading from a script.

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.

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