Close More Deals & Scale Operations

Stop juggling spreadsheets and disconnected tools. OmniSAM provides everything B2B service businesses need to manage pipelines, automate proposals, onboard clients, and get paid faster—all in one unified platform.

Never let a high-value deal slip through the cracks

Visualise your entire sales process from lead generation to closed-won. Track deal values, forecast revenue, and know exactly where every prospect is in your pipeline.

• Drag & Drop Stages: Easily move deals through your custom sales process.
• Automated Follow-ups: Trigger emails and tasks automatically when a deal changes stages.
• Revenue Forecasting: Accurately predict your monthly and quarterly revenue.

Send professional proposals and close faster

Create stunning, branded proposals and estimates in minutes. Let clients accept, sign digitally, and pay their deposit all from a single document.

• e-Signatures: Legally binding digital signatures built right in.
• Document Tracking: Get notified instantly when a client opens or views your proposal.
• Templated Services: Save your standard services and pricing to build quotes rapidly.

Deliver a seamless onboarding experience

First impressions matter. Automate your entire client onboarding process to ensure new clients get exactly what they need, the moment they sign, without you lifting a finger.

• Custom Intake Forms: Automatically collect necessary information and files.
• Welcome Sequences: Send automated email series introducing them to your team and processes.
• Internal Task Creation: Automatically assign setup tasks to your team members.

Centralise all client communications

Stop switching between email, phone, and messaging apps. OmniSAM brings every client conversation into a single, searchable timeline for your entire team to see.

• Omnichannel Support: Manage Email, SMS, Web Chat, and Social DMs in one place.
• Call Tracking & Recording: Make and receive calls directly in the platform, with recordings saved to the contact record.
• Team Collaboration: Assign conversations to specific team members and leave internal notes.

Eliminate the back-and-forth of booking meetings

Let clients book times that work for everyone. Sync with Google or Outlook to prevent double-booking, and automatically send reminders to reduce no-shows.

• Round-Robin Routing: Automatically assign new meetings to available team members.
• Paid Consultations: Require a credit card payment before a booking is confirmed.
• Automated Reminders: Send SMS and email reminders leading up to the meeting.

Get paid faster and manage cash flow

Create professional invoices, set up recurring subscriptions for retainers, and accept payments online via Stripe or PayPal directly within the CRM.

• Text-to-Pay: Send secure payment links via SMS for instant payment.
• Recurring Billing: Automate your monthly retainers and subscription services.
• Automated Receipts: Instantly send branded receipts upon successful payment.