CRM
CRM software that turns follow-ups into orders
Know every lead, every conversation and every next step. Omnegic CRM organises your pipeline and passes won opportunities directly into sales without re-entering customer details.
The challenge
Why opportunities slip through the cracks
- 01
Leads live in phones and inboxes
When a salesperson is away or leaves, their contacts and conversations leave with them.
- 02
Follow-ups depend on memory
Without reminders and a shared record, promising enquiries go cold.
- 03
No reliable view of the pipeline
Managers can’t see which opportunities are progressing, stalled or likely to close.
The Omnegic approach
Omnegic CRM gives your team a shared record of leads, customers, activities and opportunities. Each opportunity moves through clear stages, and when it is won, the customer and deal details flow into sales management as a quotation or order.
Capabilities
What Omnegic Customer Relationship Management covers
Standard capabilities describe the module’s intended scope. Items marked as configured per implementation depend on your setup and are confirmed with you during evaluation.
Lead capture and qualification
Record enquiries with source, contact details and qualification notes.
Contacts and accounts
Maintain customer companies and contacts shared with sales and accounting.
Opportunity pipeline
Track opportunities through defined stages with expected value.
Activities and follow-ups
Log calls, meetings and tasks with due dates so next steps are visible.
Ownership and assignment
Assign leads and opportunities to team members for clear accountability.
AI pipeline insights
AI highlights stalled opportunities and customers whose buying pattern has changed, so follow-ups go where they matter.
Configured or confirmed per implementation
Pipeline stagesConfirm in evaluation
Stages are configured to match how your team actually sells.
Website and channel lead sourcesConfirm in evaluation
Connecting web forms or other lead sources requires integration work that is confirmed per implementation.
Workflow
Lead to customer in one record
Information captured at the first enquiry stays with the customer through the sale and beyond.
- 1
Lead
An enquiry is recorded with its source and contact details.
- 2
Qualify
The team confirms the need, budget and decision-makers.
- 3
Opportunity
A qualified lead becomes an opportunity with a stage and value.
- 4
Follow up
Activities and reminders keep the opportunity moving.
- 5
Win and convert
The won deal becomes a quotation or order in Sales.
CRM
Pipeline visibility for sales leaders
A shared CRM gives managers the information to coach and forecast without chasing updates.
Opportunities by stage
See where deals are concentrated and where they stall.
Overdue follow-ups
Spot opportunities with no recent activity.
Lead sources
Understand which channels bring qualified enquiries.
Customer history
Combine CRM activity with sales and payment history.
Connected modules
How Customer Relationship Management connects with the rest of Omnegic
Information created here is used elsewhere automatically, which is what removes duplicate entry.
- Sales ManagementWon opportunities convert into quotations and orders.Explore Sales
- Accounting & FinanceAccount managers can see customer balances before following up.Explore Accounting
- Human ResourcesSales team structure and ownership come from employee records.Explore HR
- Project ManagementWon service deals can start a project for delivery.Explore Projects
Benefits
What your team gains
Fewer lost leads
Every enquiry and follow-up is recorded in a shared system.
Continuity
Customer history stays with the business, not with individuals.
Clearer pipeline
Managers see stage, value and activity in one place.
Seamless handover to sales
No re-entry when a deal is won.
FAQ
CRM questions, answered
Is Omnegic CRM a standalone CRM?
Omnegic CRM is designed as part of the ERP so customer information is shared with sales, accounting and projects. That connection is its main advantage over a separate CRM tool.
Can we customise pipeline stages?
Yes. Pipeline stages are configured to match your sales process, whether you sell to distributors, project clients or direct customers.
Can leads from our website go straight into the CRM?
Connecting website forms or other lead sources is an integration that is scoped and confirmed during implementation.
Does it integrate with WhatsApp or email?
Integrations with messaging or email platforms are not assumed. If they are important to your sales process, raise them during evaluation so options can be confirmed.
Can managers see each salesperson’s pipeline?
Yes. Opportunities and activities are assigned to owners, so managers can review pipeline and follow-ups by team member.
Build a pipeline your team actually uses
See how leads, follow-ups and won deals flow into sales in Omnegic ERP.