OMNIS - CRM, billing and teamwork in one app
Our CRM for businesses that work for clients: from the deal to the payment, in the office, from home and in the field.
OMNIS is InnoTech's web app for clients, projects, tasks, service visits and billing. It runs on desktop and phone, and it replaced our earlier apps Repair.ba, Evidentor and InnoTech DMS.
What is OMNIS?
OMNIS is the CRM and business app we build at InnoTech. It keeps clients, agreed projects, team tasks, field service, invoices and payments in one place - so you know who owes you, who is doing what today, and no retainer or maintenance contract goes unbilled.
It runs in the browser on a computer, and on a phone you add it to the home screen like an app, with task notifications. Nothing to install. Everything about it is on omnis.ba.
Who is OMNIS for?
- IT firms - projects with a payment plan in instalments, monthly support and maintenance, on-site interventions as field tasks.
- Agencies (marketing, digital, creative and accounting) - a retainer per client invoiced on time, campaigns and projects on a board.
- Service companies - service visits from maintenance contracts, a crew calendar, vehicles and tools with registration and service dates.
- Small businesses that have outgrown Excel - no ERP or expensive CRM, in the local language and without long training.
Modules
CRM and clients
Companies, contacts and individuals, statuses from lead to regular client, and a summary of every client: debt, delay, last payment and open tasks.
Projects, boards and the team calendar
A board per project and client, tasks with a due date, assignees and a checklist. Every task says whether the work is done in the office, from home or in the field, and the team calendar also shows who is on leave.
Invoicing and billing
A payment plan per project or contract: advance, instalments, retainers and maintenance. An invoice with or without VAT (PDF or Word) is made from the plan in a few clicks, payments are entered from the bank statement, and the billing calendar shows the whole year: who paid, who is late and what is still to be invoiced.
Service and maintenance
Service visits are created from the maintenance plan, with a checklist, a crew and equipment. The crew sees them in the calendar and on the phone, and maintenance is invoiced on time.
Team and equipment
Admin and worker roles (everyone sees their own work, e.g. workers without prices and invoices), team absences and equipment: laptops, cameras, vehicles and tools, with the history of who had what.
From the deal to the payment
- Client - a company or an individual, with contacts and billing details.
- Project - what you agreed, when and for how much.
- Payment plan - advance, instalments, extra services, a retainer or maintenance.
- Work - tasks in the office, from home and in the field, in the team calendar.
- Invoice and payment - an invoice from the plan, the payment from the statement, an overview of debt.
Data and security
The data is on servers in the European Union. Every company sees only its own data, and workers see what the administrator allows them to see. OMNIS does not issue fiscal receipts - your fiscal device still does that, and the fiscal receipt number is written on the invoice in OMNIS.
Pricing: you pay only for the modules you use
No per-user licences: the price is per company, for the modules you switch on. CRM is the base, the rest is added when needed, and the whole team uses it. Current prices are on omnis.ba/en/pricing.
OMNIS replaced Repair.ba, Evidentor and InnoTech DMS
For years we built separate apps: Repair.ba for service technicians, Evidentor for working-time records and InnoTech DMS for company documents. Today OMNIS does their job in one app: service and equipment, the team calendar and absences, and files are linked to the client and the task (they stay on your Google Drive).
See OMNIS on your own company's example
The demo takes 30 minutes, live, with your data and no obligation to buy. Request a demo on omnis.ba or write to us at [email protected].
