Your Perfect Setup: Professional & B2B

Based on your answers, you run a professional service business. OmniSAM is tailored to help you manage complex sales pipelines, automate client onboarding, and deliver a premium client experience.

Never lose track of a high-value lead again.

• Visual Pipelines: Track every deal from initial contact to closed-won.
• Automated Stage Movement: Trigger actions automatically when a lead moves to a new stage.
• Task Management: Assign follow-up tasks to your team automatically.

Close deals faster with professional documents.

• Document Templates: Create stunning proposals and contracts in minutes.
• e-Signatures: Allow clients to sign documents legally and securely online.
• Payment Collection: Collect the deposit as soon as the contract is signed.

Deliver a premium, white-labeled experience.

• Secure Access: Give clients a dedicated portal to view their projects and files.
• Course Integration: Seamlessly integrate training materials for client onboarding.
• Community Features: Build an exclusive community for your high-ticket clients.

Make data-driven decisions to scale.

• Custom Dashboards: Track the metrics that matter most to your business.
• Attribution Reporting: Know exactly which marketing campaigns are driving revenue.
• Call Tracking: Record and analyze sales calls to improve team performance.

Eliminate the back-and-forth of booking meetings.

• Calendar Sync: Sync with Google or Outlook to prevent double-booking.
• Paid Consultations: Charge for your time upfront when clients book a meeting.
• Automated Reminders: Reduce no-shows with automated email and SMS reminders.

Attract and convert your ideal clients.

• High-Converting Funnels: Build landing pages that capture high-quality B2B leads.
• Webinar Integration: Host and automate webinars to educate your prospects.
• Multi-Channel Nurture: Follow up across email, SMS, and LinkedIn automatically.