Built for revenue teams

Close more deals without losing track of a single one

Omni CRM keeps every contact, deal, and conversation in one shared pipeline — so your team always knows what to do next.

No credit card required — set up your workspace in minutes.

Enterprise pipeline$482,000
QUALIFIED6
PROPOSAL4
WON9
Aurora Health · Renewal
$64,200 · closes in 6d
Contract sent to legal
Pricing call completed
Follow up with procurement
This week
+18%
pipeline created

Everything your team needs to run its pipeline

No bolt-on tools, no duplicate data entry — just one workspace your whole team actually uses.

Never lose track of a deal
Drag deals across a visual pipeline, see the full activity history on every deal, and always know what's stuck and why.
One record for every relationship
Contacts and companies stay organized with search, tags, and custom fields — no more duplicate spreadsheets across the team.
Turn leads into revenue, faster
Move leads through a clear lifecycle and convert them straight into contacts, companies, and deals in one step.
Nothing falls through the cracks
Calls, meetings, and to-dos land in one timeline per record, so anyone on the team can pick up where you left off.
Follow up without leaving the CRM
Send email straight from a deal or contact — it's queued and delivered reliably, not lost in someone's personal inbox.
Built for teams, not just users
Every record is scoped to your organization, with role-based permissions so people only see and touch what they should.

From first contact to closed deal

Three steps to get your team working out of one shared pipeline.

1

Create your workspace

Spin up an organization, invite your team, and set roles in a couple of minutes.

2

Bring in your pipeline

Add contacts, companies, and leads — or convert leads straight into deals.

3

Work it end to end

Move deals forward, log every touchpoint, and keep the whole team in sync.

Set up your workspace in minutes
Multi-tenant, role-aware, and fully auditable from the first record you create.