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BUSINESS OPERATIONS · EARNSPOT PRODUCT SUITE

EarnSpot
OmniCRM

A flexible customer and workflow platform for businesses that need structure without industry-specific complexity.
Request an OmniCRM demo ↗ Explore flexible CRM modules ↓
Earn Spot / Flexible CRM 11-18
CRM
DESIGNED FOR Growing businesses
Capture Follow up Sell Grow

EarnSpot OmniCRM delivers predictable revenue and transparent customer operations without bloated features or multi-tool friction.

CAPTURE · CONNECT · CONVERT
01 One customer view
02 Consistent follow-up
03 Clear sales visibility
THE OPPORTUNITY

Give every customer relationship a clear next action.

OmniCRM brings leads, customer records, sales stages, tasks, quotations, billing and business reporting into one adaptable platform.

Teams gain consistent follow-up, visible opportunity ownership and a complete customer history without adopting unnecessary industry-specific complexity.

FLEXIBLE BUSINESS MODULES

Every lead and customer.
One adaptable CRM platform.

01

Lead & customer records

Maintain contacts, organizations, requirements, sources and complete relationship history centrally.

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02

Sales pipeline

Move qualified opportunities through configurable stages with value, probability and ownership.

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03

Tasks & follow-ups

Schedule calls, meetings, reminders and next actions so customer work stays visible.

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04

Quotes & billing

Prepare quotations, record approvals, issue invoices and track collections in connected workflows.

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05

Business reports

Review lead sources, activities, pipeline, sales and collections through practical reports.

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06

Communication history

Keep notes, emails, documents and agreed customer interactions connected to each record.

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07

CRM dashboard

See pending follow-ups, active opportunities and commercial signals without scattered sheets.

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OMNI

BEST FIT

Built around your business workflow.

A flexible CRM for organizations that need customer and sales structure without a specialized industry product.
  • 01 Gyms & wholesale
  • 02 Corporate offices
  • 03 Supermarkets & general business

IMPLEMENTATION

From scattered customer data
to one commercial workflow.

A guided rollout that maps customers, sales stages, tasks and reporting before teams go live.
01

Discover

Map customer types, lead sources, stages, activities, documents, roles and reports.
02

Configure

Set up fields, permissions, assignments, pipelines, follow-ups, quotations and reports.
03

Prepare

Review and validate agreed customer, lead and active-opportunity data.
04

Launch

Train teams, test complete customer journeys and support operational go-live.

COMMON QUESTIONS

Useful answers,
before we begin.

How does EarnSpot OmniCRM adapt to different industry workflows without complex custom coding? +

EarnSpot OmniCRM uses an intuitive Layout and Entity Manager paired with Dynamic Forms, Custom Fields, and Label Managers. This allows businesses across B2B, real estate, professional services, and retail to tailor pipelines, fields, and terminology to their specific operations without writing code or hiring outside developers.

Can EarnSpot OmniCRM centralize all team communication and calendar scheduling? +

Yes. EarnSpot OmniCRM features native email and calendar integration, including multi-account email support, custom template builders, Google and Outlook calendar sync, and shared team availability calendars. All client emails, meetings, calls, and tasks are automatically logged under the corresponding client record.

How does the platform streamline customer support and post-sales care? +

The CRM includes built-in Case Management with Email-to-Case automation, which automatically turns incoming support emails into trackable service tickets. It also features a self-service Customer Portal and an integrated Knowledge Base so clients can track resolutions or access resources independently.

What lead generation and marketing automation features are included? +

EarnSpot OmniCRM provides Web-to-Lead forms to capture prospects directly from your website. For outreach, it offers mass email marketing capabilities, Mail Merge personalization, and Target List segmentation to run targeted campaigns and measure engagement.

How does EarnSpot OmniCRM handle security, permissions, and compliance? +

The platform incorporates fine-grained Role-Based Access Control (RBAC) to ensure employees only access data relevant to their specific roles. Additionally, it supports enterprise enterprise authentication methods (LDAP and OpenID Connect) alongside built-in data privacy controls to maintain regulatory compliance.

Is EarnSpot OmniCRM cloud-based, and can existing business data be migrated? +

Yes. EarnSpot OmniCRM is available as a cloud-based solution accessible from anywhere, with optional on-premise deployment options. Built-in Data Import tools allow seamless CSV/Excel migration of existing contact records, sales histories, and accounts without losing data integrity.

REQUEST A DEMO

See every lead, customer and next action in one clear view.

Tell us about your business, sales team and current follow-up process. We’ll shape the OmniCRM demonstration around your priorities. Schedule a conversation ↗