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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Omni-View is a comprehensive, cloud-based software solution tailored for companies involved in portable storage, roll-off services, and modular space management. This suite simplifies and streamlines essential operations, encompassing inventory management, dispatch scheduling, and the processing of orders and work orders. It also includes billing functionalities for both customers and vendors, alongside customer relationship management tools for sales, quotations, contract handling, and follow-up interactions. To enhance financial management, it offers integrations with prominent accounting systems such as QuickBooks and Sage, while also addressing administrative duties that involve user permissions, dashboard creation, team oversight, and training. The platform is organized into distinct modules like Omni-Sales, focusing on quotes and automated communications; Omni-Operations, dealing with route optimization and reporting; Omni-Finance, which manages invoicing and payment processes; and Omni-Admin, overseeing system management and employee onboarding. This modular approach allows businesses to customize their experience and improve operational efficiency.

Description

Enhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Avalara
Microsoft 365
QuickBooks Online
Sage 100
Salesforce

Integrations

Avalara
Microsoft 365
QuickBooks Online
Sage 100
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$40 per user, per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Omni-View

Founded

2003

Country

United States

Website

omni-view.com

Vendor Details

Company Name

Salestack

Founded

2010

Country

India

Website

www.salestack.in

Product Features

Moving

Billing & Invoicing
Claims Management
Customer Management
Dispatch Management
Employee Management
Fleet Management
International Moves
Interstate Moves
Job Management
LTL / Shared Truckload
Lead Management
Local Moves
Military / GSA Moves
Quotes / Estimates
Storage Management
Work Order Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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