Omniroq — simple, powerful CRM for small teams
Manage leads, clients and teams with focused tools — dashboards, notifications, file attachments and collaborative comments. Designed for speed, clarity and privacy.
Why Omniroq
Built for small teams who need fast access to leads and clients without complexity. Omniroq focuses on the features you use most — pipeline, files, comments, and lightweight dashboards.
- Quick lead capture & conversion
- Shareable contact records
- Team roles & assignments
- Secure file uploads and attachments
Overview
Omniroq is a focused customer relationship management tool that helps small businesses and teams track leads, convert them into clients, and collaborate efficiently. The application emphasizes a clean UI, fast workflows, and reliable notifications so your team spends less time digging through clutter and more time closing deals.
Core Functionality
Capture incoming leads, assign them to team members, filter and search quickly. Each lead can be converted to a client with history preserved.
Maintain client records, attach files, log interactions, and view conversion history. Clients are searchable and can be associated with teams.
Organize users into teams, assign ownership of leads/clients, and control access through simple role assignments.
Customizable dashboards let you arrange charts into rows and columns. Charts include new leads per day, sources, and priority breakdowns. Dashboards are lightweight and render quickly even with large datasets.
Real-time notification toasts keep you informed of important events. Confirmation toasts reuse consistent styling to provide quick, actionable prompts without interrupting your workflow.
Attach files to leads and clients and collaborate via inline comments. Files are stored locally (or via configured storage) and served securely.
Omniroq respects data privacy: authentication, CSRF protection, and careful handling of uploaded files are enforced. Role-based access keeps sensitive records limited to authorized team members.
Key Features
- Fast lead capture & conversion
- Customizable dashboards
- Real-time toasts & confirmations
- Attachments, comments, and history
- Simple team management
- Lightweight, responsive UI
Getting started
Create an account, add team members, and import leads via CSV or manual entry. Use the dashboard configure option to tailor charts to your needs.
Integrations & Extensibility
Omniroq is intended to be extendable. Current hooks include notification endpoints and import/export via CSV. If you need deeper integrations (webhooks, external analytics, or payment systems), these can be added through small plugins or API endpoints.
Support & Contact
For help setting up or customizing Omniroq, reach out to the support team. Documentation and FAQs are available inside the app. If you need a dedicated integration or onboarding, contact the account team.
Roadmap
Planned features include improved reporting, scheduled exports, role-based dashboards, and optional SSO for enterprise customers.