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The platform

Create anything, manage everything

Everything your business needs, in one connected platform.

Whether it's a simple CRM, a full ERP or a connected client portal, the Omniom platform provides the freedom to select pre-built module templates or build from scratch — do it yourself, with a partner, or have it done for you with our custom built services.

01Create

Build the thing you cannot buy.

Do it yourself, let AI draft it from a template, or hand it to us. A beautifully designed custom quote, a client presentation that is tracked and tied back to the opportunity it belongs to, a portal for one client, or an entire website — all built with the same tools, on the same records. Our integrated tools help you show what makes you different, and tell you what happened next.

  • Web builderPremium
  • PortalsPremium
  • App builderIncluded
  • Forms & surveysIncluded
  • Module & schema builderIncluded
Web builder — the live-edit canvas — replace with your uploaded screenshot
02Manage

The record of who you deal with, and what is being done about it.

Contacts, companies, deals, tasks, people and time off — one set of records that every other part of the platform reads from. Nothing is re-keyed, nothing drifts out of step, and a change made once is a change made everywhere.

  • CRM & pipelineIncluded
  • ContactsIncluded
  • Tasks & projectsIncluded
  • Calendar & schedulingIncluded
  • HR & onboardingIncluded
CRM — a deal record and its linked activity — replace with your uploaded screenshot
03Trade

Quote to payment as one line, not four systems handing off.

A quote becomes an order becomes an invoice without anyone retyping it, and every step stays attached to the client it belongs to. Stock and catalogue sit on the same records, so what you sell and what you hold are never two different answers.

  • Quotes & invoicingIncluded
  • Orders & stockPremium
  • E-commercePremium
Quote builder — line items becoming an invoice — replace with your uploaded screenshot
04Communicate

Every channel in one inbox, against the record it is about.

Email, SMS and WhatsApp arrive in the same place and land on the contact they came from. Message bodies live in saved templates rather than being written inside an automation, so the same wording goes out however it is triggered — and every send is visible on the record afterwards.

  • Inbox & channelsIncluded
  • TemplatesIncluded
  • AutomationIncluded
  • NotificationsIncluded
  • Marketing HubComing
Agent inbox — one conversation, every channel — replace with your uploaded screenshot
05Store

Files that belong to a record, not to a folder beside it.

A document is addressed, versioned and replaceable in place, so the link you sent last month still resolves to the current version. Everything held is backed up, replicated, indexed and readable by AI — which is why it is managed data rather than storage.

  • File hubIncluded
  • DocumentsIncluded
  • Managed dataAllocation
File hub — a document and its versions — replace with your uploaded screenshot
06Understand

One view across all of it, because it is all one set of data.

Reporting that crosses modules without an export, a spreadsheet or a nightly sync — because sales, delivery, invoicing and support were never in separate systems to begin with. Ask a question of your own records and get an answer that reflects what each person is allowed to see.

  • DashboardsIncluded
  • Advanced analyticsPremium
  • Cross-module reportingPremium
Dashboard — widgets across several modules — replace with your uploaded screenshot
The foundation

It all starts with people, permissions and your own data

Whatever you build above, these four are underneath it. They are not a module you add — they are how the platform works.

Users & roles
Unlimited users on every licence, with permissions at application, module, table, view and field level — and row-level visibility that decides which records a person sees at all.
AI across everything
One AI layer over the whole platform rather than a chat window beside it. It reads your real records, writes back to them, and sees exactly the rows a person's role allows.
Your own tables & attributes
The data foundation everything else is built on. Change the shape of a record and every form, view, report and automation that uses it follows.
Audit & visibility
Your own instance and your own database on every tier, an activity log of what changed and who changed it, and a published right to export your data.

Unlimited users is the one to notice. Everything above is priced for the business rather than per head, so the people who only need to look something up once a month can be on it too.

See what it costs, or see it running

Licences are priced for the business rather than per head, and onboarding is quoted separately. Both are set out in full.

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