Omni~Sales
Streamline Sales From Quote to Close
Track leads, automate follow-ups, and send contracts all in one place
Stay Organized, Responsive, and in Control
No more juggling systems and spreadsheets – bring it all together with Omni~View
Quotes
Built to streamline the sales process, Omni~View helps generate, track, and send professional and accurate quotes.
Orders
Easily manage and track orders for rentals, sales, and services because everything stays organized in Omni~View.
Customers
Omni~View’s Customer Management tools maintain customer and lead information for seamless quoting, sales, orders, dispatching, billing, and more.
Omni~Connect CRM
Email: Omni~Mail
Omni~Mail enables teams to send and track emails directly within the Omni~Connect CRM.
e-Sign: Omni~Sign
Streamline the document signing process with Omni~Sign – easily send, receive, and track signatures for quotes and agreements.
Text and Email Notifications
Automatically notify customers via email and text before, during, and after transportation tasks in the Omni~Connect CRM.
Customer Management
The Omni~Connect CRM takes Customer Management to the next level – gain 360 views into each customer, track interactions, manage follow-ups, and more.
Communications Center
Centralize all customer communication with the Omni~Connect CRM, including emails, phone calls, text messages, and meetings.
Tasks
Create, assign, and track tasks in the Omni~Connect CRM to ensure timely completion and efficient workflow.
I have been using the (Omni~Connect) CRM and I can tell you it has helped a lot. (A customer) called in and we put them into the CRM to remind ourselves to follow up. He decided to purchase from us because we called him back.
Mike Tuttle
Portable Storage and Beyond: The #1 Partner Across the Portables and Rental Industries
Get More With Omni~View
Track purchases, plan routes, organize dispatch through our dispatch planner and mobile dispatch app, manage inventory, streamline work orders and parts, view reports, and more.
View invoice lists, manage customer and vendor billing and payments with automation that integrates with accounting software, including QuickBooks and Sage products.
Manage teams and systems with user-management and user-permission tools, access to Omni~U for training and new hires, and easy-to-read dashboards.
Showcase products through an intuitive, modern e-commerce storefront, empower customers with a self-service portal, simplify orders, generate instant quotes, and more.
Resources
Why Customer Portals Are the Missing Link in the Rental Experience
Customer portals are one of the most valuable tools in modern rental management.
E-Commerce Storefronts Transform the Rental Experience
It’s time for rental and portables businesses to modern systems and processes with e-commerce storefronts.
How Smart Booking and Quote Tools Streamline the Rental Experience
Implement smart booking and quote tools to eliminate friction points and improve the customer experience.
Find Out How to Work Smarter
See how one connected platform powers portables and rental businesses, from booking to backend
(and zero spreadsheets)
