OmniSchema CRM

Every customer, lead and deal, with the next step always clear.

Your customers, the people you deal with there, new enquiries and the work you are quoting for, in one place. Each deal has a next step, Today shows what is due, and won work goes to Operations as a customer and a job request without typing it twice.

For: Owners, sales and office teams who win work and look after customers in small and growing firms.

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What it does

Customers and contactsCompanies and the people you deal with there, with phone and email one tap away, and contacts kept when they move to a new company.

Leads when you want themKeep new enquiries as leads until they are worth chasing, or go straight to a customer and a deal. Duplicates are shown before you add the same customer twice.

A pipeline of dealsMove deals through your own stages on a board. Every open deal has a next step, and deals without one are flagged.

TodayCalls, follow ups and tasks due today, and deals that need a next step, in one list when you sign in.

Calls, emails and notesLog a call with its outcome straight after you make it, add notes and files, and see the whole history on the customer.

Won work goes to OperationsWin a deal and send it to Operations: the customer joins your customer list and the job request is ready for the office, with the agreed scope.

Website enquiry formAdd a form to your website and each enquiry arrives as a new lead, with the visitor's consent recorded.

Summaries and draftsAsk for a summary of a customer or a draft email. They are suggestions you check: nothing is sent or changed by itself.

Consent kept with each contactHow and when each contact agreed to hear from you, and a do not contact flag that everyone can see.

Better together

With Operations: won work becomes a customer and a job request, linked back to the deal, so the office never types it twice.
The same sign in, the same company branding and the same workspace switch as the rest of OmniSchema.
Each role sees only what it should: read only, their own records, their team, everything, or settings too.

Getting started

1Switch it onIn Governance, Company settings.
2Choose who does whatIn User roles: read only, own records, team, everything or admin.
3Add your customersType them in or import a spreadsheet, then add deals with a next step.

All our products

OmniSchema OperationsRun every job from the first call to the paid invoice.Free to start. See how it works OmniSchema PeopleYour team's records, leave, time and training in one place.From £4 an employee a month. See how it works OmniSchema PurchasingOrder parts from the job, and pay only for what arrived.£99 a month on its own. See how it works OmniSchema CRMEvery customer, lead and deal, with the next step always clear.From £8 a user a month. See how it works OmniSchema PayrollMonthly and weekly pay, with tax and National Insurance worked out for you.From £4 an employee a month. See how it works