Generate leads and convert accounts
Create leads with multiple contacts and convert them to accounts when they start buying from you.
Easy tracking and assignments
Track events, appointments, calls and reminders, and assign them to any employee or salesperson.
Salespeople can use the calendar to manage their road schedule. Shops can also use it to manage appointments and jobs.
Each salesperson can view each customer’s account details and history on their smartphone before they walk into each store.
Even easier with Omnna Mobile
All of this gets even easier with the Omnna Mobile app as opposed to simply using the web browser from the smartphone to access Omnna’s software.
Organize your accounts into unlimited sales groups, which can then be assigned to sales people or used to run promotions or create reports, pricing or advertisements.
Send automatic reports
Set any of your real-time reports to automatically send to any employee, customer, vendor or supplier you like.
No more paper, postage or printing. Send invoices, receipts and statements through email to your customers.
No data limits
Store unlimited emails for customers, contacts, leads, employees and vendors. All email data is safe and saved forever in Omnna’s private cloud environment hosted by Rackspace.
Tracking promotions with Omnna is a totally automated process. That way you never have to spend hours on collecting, exporting or calculating this kind of data again.
Once you have set the frameworks for your promotion you can then apply the promotion to all accounts or selected accounts and sales groups. Current users have used this feature to track gift giveaways, raffles, contests and bonus bill credits.
No need to run multiple reports or compile data every month. Set up your customers on rebate tracker plans once, and from then on, Omnna’s software will automatically track the details and provide real time reports anytime you want.
Easily assign accounts and tears to create custom rules for Line Code, Product Division, Maximum GP Percent, Discount Percentage, Rebate Percentage, Jobber Price Fields and more.