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.
One connected business operating system
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
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
Omnix Office keeps the relationship, transaction, task, and outcome together, so your team can act with context.
Move safely from CSV or XLSX with guided previews, intelligent field mapping, duplicate detection, and validation before records enter your workspace.
Move from lead to opportunity, quote, invoice, and Stripe payment without rebuilding the customer record at every step.
Coordinate tickets, vendors, purchase orders, contact segments, and email campaigns from the same operational record.
Track revenue, pipeline, overdue invoices, support demand, purchasing approvals, campaign engagement, and upcoming work in one dashboard.
From signal to action
The Business Health Dashboard turns activity across revenue, sales, service, marketing, purchasing, and tasks into a clear operating picture.
Revenue, pipeline, payments, customers, tickets, campaigns, and purchase orders.
Surface overdue invoices, stalled opportunities, urgent tickets, and late tasks.
Move directly from each alert into the connected record and workflow.
Straightforward pricing
Monthly plans with room to upgrade as your team, workflows, and reporting needs grow.
Core operations for a small team.
$49/month
Connected tools for a growing business.
$99/month
More control for larger operating teams.
$199/month
Tailored access, migration, and support.
Custom
Questions, answered
A better operating day starts here
Bring your data, invite your team, and run customer-facing and back-office work from Omnix Office.