Module · Operations

Sales CRM & Flows

The Sales CRM & Flows module is the powerhouse of the Omnisnap ecosystem, designed to tame the most complex, chaotic, and unique business processes. This advanced workflow engine seamlessly bridges the gap between sales and operations, guiding data all the way from initial lead generation to production planning, resource allocation, and work scheduling.

It achieves this by breaking down daunting processes into manageable phases, providing a highly specialized "cockpit" for each phase. This ensures that every stakeholder has exactly the tools and data they need to perform at their absolute best. By eliminating technical barriers and bridging departmental silos, this module creates unprecedented transparency and trust.

Backed by pervasive AI that learns as you work, it turns error-prone tasks into easily plannable, heavily automated operations—allowing your team to "fire and forget" while the system monitors progress, safeguards quality, and opens the door to innovations your competitors haven't even considered.

Sales CRM & Flows

Key features

01

Phase-Based Workflow Cockpits

Deconstruct complex workflows into highly focused phases. Each phase provides users with a tailored dashboard containing only the specific data, tools, and context required for their immediate tasks.

02

End-to-End Lifecycle Management

Seamlessly transition from sales (leads, electronic proposals, pipeline tracking) directly into operations (production planning, work preparation, and scheduling) without data loss or friction.

03

Self-Learning AI Automation

Embedded AI continuously learns from your team's actions, actively predicting needs, accelerating future processes, and taking over routine tasks with increasing accuracy and safety over time.

04

"Fire and Forget" Monitoring

Automate your quality assurance and tracking. Simply initiate a process and let the system proactively monitor deadlines, resource bottlenecks, and compliance, alerting you only when intervention is necessary.

05

Cross-Departmental Transparency

Break down organizational silos by providing a single source of truth. Different departments can finally speak the same language, visually tracking how their individual efforts contribute to overarching company goals.

06

One-Click Resource Planning

Gain an instant, comprehensive overview of your team's day, week, or month. Easily allocate resources, optimize schedules, and plan ahead without digging through cluttered spreadsheets.

07

Interactive Customer Loops

Keep your clients engaged and informed automatically. Grant customers secure access to track their project's progress, view electronic proposals, and interact with the data relevant to their journey.

In every module

What holds for every module.

You never pay for these separately.

Your private cloud in Zurich

Customer data is stored and processed in Zurich. Keys and secrets are kept in a key vault in Zurich.

Encrypted

Your data is encrypted at rest (AES-256) and in transit (TLS).

Certified infrastructure

On ISO/IEC 27001 and SOC 2/3 certified infrastructure · revFADP · GDPR.

AI that does not train on your data

AI in your processes is Google Gemini via Vertex AI, processed in Zurich, contractually without training on your data.

Your source code

The source code is yours by contract. Cancel any time. Free offboarding within 10 working days, up to four handover meetings and 12 months of e-mail support.

Contact

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