Help Center
How to use Omnir
Step-by-step guides for everyday work in Omnir, from your first login to quotes and invoices. No technical background needed.
Getting started
Welcome to Omnir
What Omnir does for your team, and how this guide is organized.
ReadYour first login
Sign in, set up your profile and password, and understand your role.
ReadNavigating Omnir
The sidebar, the top bar, list and detail views, search, and Quick Create.
ReadThe Dashboard
Your home screen: widgets, reading them, and making the dashboard your own.
ReadSales
Contacts
Find, create and work with the people you deal with.
ReadOrganizations
The companies you work with, and the complete picture of each one.
ReadLeads
Capture prospects, work them, and convert the qualified ones.
ReadOpportunities
Manage your deals and pipeline from first conversation to closed.
ReadCalendar and activities
Plan calls, meetings and tasks, invite colleagues and get reminders.
ReadService and files
Marketing and email
Reports, projects and billing
Can't find what you need?
Your administrator can help with access, missing modules and settings. For anything else, write to us and we will help.