Generate leads and convert accounts
Create leads with multiple contacts and convert them to accounts when they start buying from you.
Easy tracking and assignments
Track events, appointments, calls and reminders, and assign them to any employee or salesperson.
Salespeople can use the calendar to manage their road schedule. Shops can also use it to manage appointment and jobs.
Each salesperson can view each customer’s account details and history on their smartphone before they walk into each store.
Even easier with Omnna Mobile
All of this gets even easier with the Omnna Mobile app as opposed to simply using the web browser from the smartphone to access Omnna’s software.
Organize your accounts into unlimited sales groups, which can then be assigned to sales people or used to run promotions or create reports, pricing or advertisements.
Send automatic reports
Set any of your real-time reports to automatically send to any employee, customer, vendor or supplier you like.
No more paper, postage or printing. Send invoices, receipts and statements through email to your customers.
Tracking promotions in with Omnna is a totally automated process. That way do never have to spend hours on collecting, exporting or calculating this kind of data again.
Once you have set the frameworks for your promotion you can then apply the promotion to all accounts or selected accounts and sales groups. Current users have used this feature to track gift giveaways, raffles, contests and bonus bill credits.
Always real-time data
Your products, inventory, orders and customers are always real-time regardless of how you access Omnna.
Everything is tailored for the size of your smartphone’s screen.
Receive electronic signatures
Delivery and dispatch drivers can capture electronic signatures from customers when they deliver the parts.
You can always access Omnna from a web browser on a phone or tablet. However, the Omnna mobile app provides an optimized interface designed specifically for small screens. It’s all the great features of your dashboard, only easier to act on when you are out of the office and on-the-move.
No need to run multiple reports or compile data every month. Set up your customers on rebate tracker plans once, and from then on, Omnna’s software will automatically track the details and provide real time reports anytime you want.
Easily assign accounts and tears to create custom rules for Line Code, Product Division, Maximum GP Percent, Discount Percentage, Rebate Percentage, Jobber Price Fields and more.