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
Core Features
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.
Added Features: 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
Trusted by Hundreds of Top Brands in the Portables Industry
Get More With Omni~View
View invoice lists, manage customer and vendor billing and payments with automation that integrates with accounting software, including QuickBooks and Sage products.
Track purchases, plan routes, organize dispatch, manage inventory, streamline work orders and parts, view reports, and more.
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.
Resources
Dispatch communication can make or break a day’s schedule, that’s why mobile dispatch apps are a game-changer.
Omni~View is proud to announce that we have joined the Portable Sanitation Association International (PSAI).
Managing portable toilet operations involves far more than keeping units clean and ready to rent – the right technology can help simplify the chaos.
Find Out How to Work Smarter
In your personalized demo, we’ll show you how Omni~View connects billing, customer info, contracts, inventory management, dispatch, and more – without a single spreadsheet.
