Omnir is your company’s central place for every customer relationship: from the first contact, through sales and support, to delivery and billing.
This guide is for everyday users — salespeople, support agents, marketers and project managers — who want to get work done without learning anything technical.
What you can do in Omnir
| What you can do | Why it matters |
|---|---|
| Manage contacts and organizations | Keep every person and company you work with, with their full history. |
| Capture and convert leads | Track prospects and move them through your sales process. |
| Run your sales pipeline | Manage opportunities from the first call to the closed deal. |
| Schedule activities | Log calls, meetings and tasks against any record. |
| Handle support tickets | Receive, track and resolve customer issues. |
| Build reports | See your sales, support and marketing numbers at a glance. |
| Email and campaigns | Write to customers from the CRM and run email campaigns. |
| Store documents | Keep files, contracts and proposals next to the records they belong to. |
| Manage projects | Track deliverables and team work in one place. |
| Quotes, orders and invoices | Build quotes and follow them through to payment. |
How this guide is organized
Each chapter covers one area of Omnir. Read it end to end, or jump straight to the chapter you need. Most chapters explain where to find the feature, what you will see and how to use it step by step, with tips along the way.
Tip:You don’t need to master everything at once. Start with Contacts, Leads and the Calendar: those three cover most daily work.
Note:Which modules you see depends on your workspace and your role. If a chapter describes something you can’t find, ask your administrator.
Still stuck? Ask your administrator, or email support@omnir.com. All guides