Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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