Sell past the “deal” stage
Others Most CRMs stop at opportunities and leave checkout to another tool.
Omnio CRM Lead → cart → shareable checkout → paid sales order — in one account.
Omnio CRMOmnio CRM
The CRM that closes the order — not just the deal
Most CRMs track conversations. Yours should close the order, not just the deal: a Kanban pipeline that turns leads into paid sales orders, carts with checkout links, Malaysian gateways, and follow-ups that open WhatsApp.
Lead → cart → paidsenangPay · Billplz checkoutWhatsApp follow-ups
No credit card required 30-day trial on your account
Illustrative product UI — not live account data
Everything you need after the conversation
AI reply agent
Excel import
Checkout link
Payment gateways
Open API
WhatsApp follow-up links
Why teams switch from “pipeline CRMs”
If your CRM can’t take payment, it’s only half the job. Here’s how we differ — without the enterprise bloat.
Built for how MY teams sell
Others Global CRMs assume email-first B2B funnels and US/EU gateways.
Omnio CRM Walk-in, chat, and online — with senangPay and Billplz built natively into the same checkout flow.
Promos that hit the order
Others Marketing tools blast offers; sales tools don’t apply them on the line.
Omnio CRM Campaigns and customer-group discounts land on the cart and order — not in a separate spreadsheet.
Follow-ups that open WhatsApp
Others Generic task lists that never leave the CRM.
Omnio CRM Activity rules schedule the next touch and open a WhatsApp follow-up link when it’s time.
Reads urgency, not just keywords
Others Fixed workflow automation only flags a message when it matches a keyword or rule someone configured in advance.
Omnio CRM Every inbound message is triaged for sentiment and urgency by the same AI that replies — no extra AI cost, no rule-writing — so “still no reply?” gets caught even with zero keyword match.
Tells you what needs attention first
Others A dashboard full of numbers still needs someone to notice when one of them is wrong.
Omnio CRM Omnio Brain checks your sales data daily and surfaces real findings — a revenue drop, a stalling-cart trend, discount leakage — before you have to go looking. You approve or dismiss; it never acts on its own.
Your selling system, end to end
From first lead to paid order and the next follow-up — in the account your team logs into every day.
Pipeline that moves
Run leads on a Kanban board or list — tag, qualify, and convert a won lead into a sales order without retyping.
- Board and list views for every stage
- Tags, source, and convert-to-order
Cart to paid order
Build carts, share a checkout link, collect payment, and keep every line item and balance auditable.
- Cart → checkout → sales order, no re-entry
- Payment balance tracked to the ringgit
Follow-ups that fire
Activity Dashboard and rules schedule the next touch — open a WhatsApp follow-up link when it is time to reach out.
- Calendar of tasks from rules or manual entry
- WhatsApp deep-links for one-tap follow-up
AI triage, not fixed rules
Every inbound message is read for sentiment and urgency the moment it lands — piggybacked on the same AI reply, at no extra cost — so Live Chat surfaces the angry or time-critical customer before anyone opens the thread.
- Understands context, not just keyword matches
- Tune it with plain-English instructions, not a new rule
Promotions without spreadsheet chaos
Run timed campaigns with group-aware discount rules so the right offer lands on the right order.
- Scheduled start/end windows
- Customer-group-aware discount rules
Your team, your permissions
Invite staff and decide who can view, create, edit, delete, or export — without giving everyone the keys.
- Per-module permissions for staff
- Clear limits for customers, carts, orders, and seats
API when the UI isn’t enough
Connect your website, warehouse, or scripts with API keys from your account — same routes the app uses.
- Revocable API keys for your workspace
- Interactive docs via OpenAPI / Swagger
From ad click to delivered parcel — one thread, not five tools
The same customer record moves through every stage, so you're never reconciling ad spend, chats, orders, and shipping by hand.
One customer record — start to finish
Ad click
A Meta Click-to-WhatsApp ad hands off the ad and campaign ID with the very first message.
Conversation
Lands in your Omnichannel Inbox — the AI reply agent answers from your own FAQ.
Lead
Becomes a pipeline lead, automatically tagged with the channel it came from.
Paid order
Cart → checkout link → sales order, line items and balance tracked to the ringgit.
Shipment
Book EasyParcel in one click, or log the courier manually.
Delivered
Airwaybill number and live tracking status land on the order automatically.
Know which ad started each sale Compare ad spend against real revenue Track every order through to delivery
Made for teams who sell face-to-face and online
Retail counters, service bookings, and marketplace sellers — one account, same flow.
Retail & walk-in
Ring up a sale, keep a running cart, and share a checkout link or record payment without leaving the counter.
Appointments & services
Track every contact as a lead or customer, schedule follow-ups, and reach out before their next visit.
Online & marketplace sellers
Import your catalog once, then quote, checkout, and reconcile payment status per order.
Up and selling in three steps
No heavy onboarding. Your trial is a real account — import when you’re ready.
- Step 01
Create your account
Sign up, invite your team, and land in a working trial — ready to sell, not a hollow demo.
- Step 02
Import or capture
Bring customers and items in via Excel, or create them as conversations convert.
- Step 03
Sell with confidence
Quote, share checkout, collect payment, and keep follow-ups on the calendar.
Checkout your customers already trust
Share a checkout link from any cart. Connect senangPay or Billplz in your account — including sandbox credentials while you test.
Your account stays yours
Private workspace for your business — with staff permissions and keys you control.
Your account, your data
Everything you enter stays inside your workspace — not mixed with another business’s records.
Staff permissions
You decide what each teammate can see and change across customers, leads, orders, and more.
Revocable API keys
Issue keys for integrations and revoke them anytime — without changing staff passwords.
Audit trail
On plans that include it, review sensitive changes so your team stays accountable.
Connect the tools you already run
Need your website or warehouse to talk to Omnio CRM? Use API keys from your account — the same routes the app uses, with permissions that match your staff access.
GET /api/customers
X-Api-Key: rd_••••••••Response
{ "customers": [ … ] }How much does Omnio CRM cost?
Start free for 30 days. Upgrade when your team outgrows the limits — no long-term contracts.
Questions buyers ask first
Straight answers on trial, data, team access, and payments.
How long is the free trial?
Your account starts with a 30-day trial. No credit card is required to begin.
Do I need a credit card to sign up?
No. Create your account, invite teammates, and explore before choosing a paid plan.
Which payment gateways are supported?
Connect senangPay or Billplz for customer checkout links — including sandbox mode while you test. (Stripe is used separately, only for your own Omnio subscription billing.)
Does Omnio's AI do more than reply to chats?
Yes. Alongside replying on WhatsApp/Messenger/Instagram, Omnio Brain checks your sales data every day and proactively surfaces findings — a revenue slowdown, an unusual spike, a stalling-cart trend — right on your Dashboard, before you have to go looking.
Ready when your next lead says yes
Open your account. Bring your team. Close the order in the same place you tracked the lead.
- 30-day trial
- No credit card required
- Invite your whole team