Omnisnia CRM · Closed Beta
Omnisnia CRM — Documentation
Everything you need to get productive with Omnisnia CRM — the AI-native CRM you run yourself. Start with Getting Started, then dive into the guide for each part of the product. Omnisnia is currently in closed beta.
In this documentation
- Getting Started This page walks you through creating an account, understanding organizations and how they keep data separate, logging in, and finding your way around
- Account & Organizations This page covers your personal account: your profile, the organizations you belong to and how to switch between them, inviting other people , the diff
- Clients & Contacts Clients are the accounts you do business with, and contacts are the people at those accounts. Together they are the foundation of your CRM: leads conv
- Leads Leads are prospects at the top of your funnel — people or companies you have not yet qualified into clients. Omnisnia lets you capture leads by hand o
- Deals & Pipelines Deals are the opportunities you are working — each tied to a client, with a value, a stage, and an expected close date. Pipelines organize your stages
- Products & Quotes The product catalog holds the things you sell. You add products to a deal as line items to build up its value, then generate a numbered, customer-faci
- Tasks & Activities Tasks are the to-dos you and your teammates work through, and the activity timeline is the running history of everything that has happened on a record
- Calendar & Reminders Calendars hold your scheduled events, and reminders surface what's coming up so nothing slips. Omnisnia raises in-app reminders for tasks that are due
- Sales Email Sales email lets you send templated messages to your contacts, log every message on the record's timeline, track opens and clicks, and run multi-step
- Support Cases Support cases track customer issues from the moment they are raised until they are resolved. Each case keeps a timeline of everything that happens on
- Custom Fields Custom fields let your organization extend Omnisnia's records with its own fields — a Renewal date on clients, an Account tier, or anything else you n
- Import, Export & Dedupe Omnisnia can bulk-load your data from CSV files, export it back out to CSV, find duplicate clients, and merge them together while preserving history.
- Reports & Dashboards Reports turn your CRM data into numbers you can act on. Omnisnia ships several built-in reports, lets you build and save your own, and lets you compos
- Collaboration Beyond the CRM, Omnisnia is a place for your team to work together: real-time channels for messaging, versioned documents you can upload and search, f
- Workflow Automation Workflow automation lets Omnisnia react to changes in your data without anyone lifting a finger: when a record is created or updated, a rule runs an a
- Omni Assistant Omni is Omnisnia's built-in AI assistant. It answers questions grounded in your organization's own data, and it can carry out work on your behalf — bu