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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Avalara Yes 
Microsoft 365 Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Salesforce Yes 

Integrations

Avalara No 
Microsoft 365 No 
QuickBooks Online No 
Sage 100 No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$40 per user, per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

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 No 
Claims Management No 
Customer Management No 
Dispatch Management No 
Employee Management No 
Fleet Management No 
International Moves No 
Interstate Moves No 
Job Management No 
LTL / Shared Truckload No 
Lead Management No 
Local Moves No 
Military / GSA Moves No 
Quotes / Estimates No 
Storage Management No 
Work Order Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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