One connected business operating system

One workspace. Everything connected.

Manage customers, sales, invoices, payments, purchasing, support, marketing, campaigns, and your team without stitching together disconnected tools.

Built for small and midsize businesses ready to operate from one reliable source of truth.

What to expect

Operational software without the shortcuts.

Real records and persistent workflows—not demo-only screens.

Organization isolation backed by authorization and permissions.

Guided CSV and Excel migration with validation and duplicate review.

Dashboards and reports calculated from your organization’s data.

One operating model

Every workflow starts with connected customer data.

Omnix Office keeps the relationship, transaction, task, and outcome together, so your team can act with context.

01 / Migration

Bring your customers with you.

Move safely from CSV or XLSX with guided previews, intelligent field mapping, duplicate detection, and validation before records enter your workspace.

CSV & XLSXSuggested mappingsDuplicate reviewError reportsUndo history
02 / Sales & billing

Connect sales to cash

Move from lead to opportunity, quote, invoice, and Stripe payment without rebuilding the customer record at every step.

03 / Operations

Service, spend, and outreach

Coordinate tickets, vendors, purchase orders, contact segments, and email campaigns from the same operational record.

04 / Insight

Business Health

Track revenue, pipeline, overdue invoices, support demand, purchasing approvals, campaign engagement, and upcoming work in one dashboard.

From signal to action

Know what needs attention next.

The Business Health Dashboard turns activity across revenue, sales, service, marketing, purchasing, and tasks into a clear operating picture.

  1. 01

    Measure

    Revenue, pipeline, payments, customers, tickets, campaigns, and purchase orders.

  2. 02

    Prioritize

    Surface overdue invoices, stalled opportunities, urgent tickets, and late tasks.

  3. 03

    Act

    Move directly from each alert into the connected record and workflow.

Straightforward pricing

Choose the workspace your operation needs.

Monthly plans with room to upgrade as your team, workflows, and reporting needs grow.

Starter

Core operations for a small team.

$49/month

  • 1 organization and up to 3 users
  • Core CRM and customer-data import
  • Quotes, invoices, and customer portal
  • Basic marketing, help desk, and reports
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Best for growing teams

Professional

Connected tools for a growing business.

$99/month

  • Up to 15 users
  • Full CRM and saved import mappings
  • Purchasing and advanced help desk
  • Email campaigns and advanced reports
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Business

More control for larger operating teams.

$199/month

  • Up to 50 users
  • Advanced permissions and departments
  • Advanced purchasing and marketing
  • Priority support and expanded reporting
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Enterprise

Tailored access, migration, and support.

Custom

  • Custom user and organization limits
  • Custom onboarding and permissions
  • Service-level agreements
  • Assisted data migration and dedicated support
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Questions, answered

Before you move your operation

A better operating day starts here

Replace scattered tools with one shared workspace.

Bring your data, invite your team, and run customer-facing and back-office work from Omnix Office.

    Omnix Office | Your Entire Business in One Workspace