Omni CRM platform

Omni CRM platform

Universal CRM platform built for complex business operations.

Context

See how a CRM can cover the full business structure, from superadmins to sales agents, with separate modules for clients, products, roles and commissions.

This demo shows a fintech use case, where teams can manage products like crowdfunding, bonds, funds or promissory notes with multilingual support and integration into the Finip investment platform.

Built for fintech teams that have outgrown spreadsheets and basic CRM systems.