Executive presentation · Agentic Enterprise System
Your technology partner for the AI era.
Choose your type of organization
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What OMB AES is
The multi-model AI workspace for a new generation.
Every area of your organization, operating at its best: AI and people in the same workflow, in a single tool.
Subscribe by area, strategically, or for your whole organization.All areas share the same information: start with the one that suits you best and add the others whenever you decide.
Layer 1AI models
AnthropicOpenAIGeminixAIElevenLabs
Layer 2Benchmark
We measure every model every day. Each task goes to the one that offers the best balance.
LatencyCapabilityEfficiencyCost
Layer 3OMB AES
Layer 4Your organization
Select an area in layer 3 to see how it helps you.
My Genome is the knowledge of your organization: your offer, your prices, your voice, your processes and your rules. It works as the system’s main guideline: every module and every communication point consults it before acting, so everything speaks and decides like your organization.
Guides every touchpoint
EmailWhatsAppSocial mediaWebsiteProposalsCalls
They respond, follow up and prepare the work under your rules.
ManualThey prepare, you execute.
AutomatedThey execute under the rules you approve.
AutonomousThey operate, you supervise.
Prospecting, follow-up, quotes and scheduling in a single flow.
Digital employee files, time off, attendance and an employee portal.
Modules
Digital employee fileTime off and leaveAttendanceEmployee portal
Projects, meetings with minutes, OMB Suite and modules for your type of organization.
Modules
ProjectsMeetingsEmailDriveCalendarContractsConversations+ modules for your type of organization
More efficient than adding up tools, people and vendors, and often at a lower cost.
Value proposition
Why are we not the same as what you already know?
01
OMB AESAgentic Enterprise System, instead of ten tools
A next-generation platform that brings together software, vendors and operational roles, with one source of information.
Sales, Marketing, Administration, HR and Operations read the same numbers.
One monthly fee, one support team and one point of contact.
Up to 80 % less than integrating separate solutions.
02
Multi-model AI operation
OMB AES works with the most efficient models for each process, using the world’s leading AIs.
The best technology available. Your organization benefits from it with no migrations or new contracts.
Daily benchmarks. Every day we measure model speed and cost to decide what serves our clients best.
Backup providers. A multi-AI architecture, so your operation can count on more than one AI company.
03
Institutional communication and standardized operation
My Genome lets you operate in any area and communicate at any touchpoint of your digital infrastructure, in a standardized way.
Consulting method. Value proposition, organizational goals, internal processes, general communication and channel operation.
Best practices by industry. For each type of industry, in 56 countries and up to 17 languages.
Global consulting standard. All work aligns to that level of judgment, in every area and every channel.
04
Agentic technology
Software is no longer a finished product: yours evolves every day.
Agentic coding. Latest-generation coding AI that writes and tests with unprecedented speed and precision: what took months, in days.
Constant self-improvement. A “living” system that detects, corrects and refines itself: more than 1,000 improvements released each month.
Tailored to you. You describe the module or template you need, and within days it runs on your information and your rules.
05
Cybersecurity for the AI era
AI multiplied what an organization can achieve, and also the threats it faces. This era calls for another way to protect yourself, and OMB AES already operates that way.
Global infrastructure. 18 data centers on four continents, with SOC 2 Type II and SOC 3 certification.
Defense that evolves. Audits that already account for AI threats, and an AI that treats what comes from outside as information, never as an order.
Availability in the contract. 99.5 % monthly, in writing.
Your goals
Where do you want your organization to win first?
Your evolution
This is how your businessyour institutionyour organization would evolve with the goals you selected.
About OMB
OMB. Driving our clients forward since 2012.
We are an American technology company with global reach. Since 2012 we have built the technology that organizations across industries use to grow and operate, and we are a strategic business ally for our clients.
14yearsin the market, since March 2012.
250+ industriespreconfigured for a fast setup.
17 languagesfrom Spanish and English to Japanese, Arabic and Hindi.
56 countriesand territories with a local edition, across five continents.
World-class infrastructure18 data centers on four continents
SOC 2 Type II and SOC 3 certified infrastructure.
SLA99.5% uptime
Monthly, the same we commit to in every contract.
NDAConfidentiality in writing
Signed before you share any information about your organization.
Terms of serviceA clear contract from day one
Scope, service levels and data protection in writing.
A change of era
We are entering a new era. Those who adapt first set the pace.
As happened with electricity and the internet, artificial intelligence is transforming the way organizations sell, serve and operateserve, inform and operatemobilize, serve and operate.
This time the change is faster: what once took decades now happens in months.
The world beforeThe world with AI
Service during office hours.
Instant response, at any hour and on any channel.
Decisions based on last month’s data.
Decisions based on real-time information.
Growing means hiring more.
Compact, hybrid and ultra-efficient structures, with autonomous processes.
Traditional systemsOMB AES
Costly licenses, out of reach for many sectors.
Plans by area, accessible to organizations of any size and sector.
Months-long implementations and steep learning curves.
A guided go-live and a tool your team learns by using it.
Complex, costly and slow integrations.
All your areas in a single system, with the same information.
Records filled in by hand that show what already happened.
An autonomous aCRM that captures, qualifies and follows up on every prospectevery requestevery donor on its own.
Go-live
Your operation up and running in days, not months.
Up to 80%
faster
than a traditional implementation.
Traditional implementationMonths
OMB AESDays
Agile
We start from what your organization already has. No endless projects or implementation teams.
Online
The entire process is done remotely, with visible progress at every stage and without disrupting your operation.
International consulting caliber
Our technology brings your organization the rigor of a world-class consulting firm, in a fraction of the time.
Simulator · My Genome
This is how your operation is configured.
✓ Applied
Each industry's best practices, as a starting point.Every configuration starts from the industry's best practices. It is a starting point: stages, fields, templates and copy are 100 % customizable for your businessyour institutionyour organization.
Examples
Manual · Automated · Autonomous
Step-by-step methodology. From manual records to autonomous operation.
When you adopt OMB AES, your team records each process or brings it in with our smart multi-platform importers. On that foundation you automate what repeats and, with proven cases, take it to autonomous.
Example · Any process
Who does the work
YouAgents
What is your time worth?
Reclaim your time so you can focus on what matters most.
SalesServiceFundraisingFocus on closingFocus on resolvingFocus on partnerships
Prospecting, follow-up and appointments move forward on their own. Your team arrives at every meeting with full context.
Intake, follow-up and appointments move forward on their own. Your team reaches every case with the full context.
Partner sourcing, follow-up and appointments move forward on their own. Your team reaches every meeting with the full context.
AdministrationFocus on deciding
Quotes, contracts, invoicing and collections move forward without chasing anyone. You review, approve and decide.
Official letters, agreements, receipts and collections move forward without chasing anyone. You review, approve and decide.
Agreements, receipts, dues and donations move forward without chasing anyone. You review, approve and decide.
MarketingCommunicationsCommunicationsFocus on strategy
Content, social media, campaigns and search positioning run every day in your brand’s voice.
Content, social media, campaigns and positioning run every day in your institution's voice.
Content, social media, campaigns and positioning run every day in your cause's voice.
LeadershipFocus on direction
A single source of truth for every number, and reports that write themselves. Your time goes into leading.
Plans
Choose by area. Grow whenever you want.
Each area works as a complete system. They all share the same information and all include the OMB Suite.
12-month commitment, billed monthly.
Recommended for you
Sales
Includes aCRM
aCRM: automated or autonomous CRMEvery opportunity moves forward based on real activity
AI-powered lead response and qualification, 24/7WhatsApp, social media, chat and email
Smart lead assignment to your teamEvery lead goes to the right person
Autonomous multichannel follow-up on every opportunityVia WhatsApp, email and social media
Autonomous follow-up on every quote until it closesKnows when and on which channel to reach out
Automated or autonomous meeting schedulingWith confirmations and reminders
E-commerce with synced orders and inventoryStore, orders and stock always up to date
Agentic prospecting on LinkedInFinds, reaches out, follows up and books meetings
2 of your 5 users with a Social Selling seatYou pay for the LinkedIn license yourself
Recommended for you
Marketing
Includes aCRM
aCRM: automated or autonomous CRMEvery lead arrives qualified and with its source
Automated or autonomous website, landing pages and blogReal-time agentic coding
Ongoing agentic SEO, AEO and GEOVisibility on Google and in AI answers
AI widgets for your websiteChat · WhatsApp · Quote builder
Autonomous creation and publishing of social media contentWith your Genome’s identity
Google Ads and Meta Ads campaigns with ongoing AI auditingPixels · UTM · Analytics
Behavior analysis with heatmapsWhere people click and where they drop off
Automated email and WhatsApp campaignsSegmented from your aCRM
Recommended for you
Administration
Autonomous multi-company e-invoicingValid with your country’s tax authority
Autonomous collectionsSmart follow-up until payment
Centralized catalog of products and servicesPrices and descriptions in one place
Automated bookkeepingRecords up to date, no data entry
Automatic matching of payments and invoicesEvery payment linked to its invoice
Expense control and traceabilityEvery expense with its receipt
Automatic invoicing of every accepted quoteNo re-entry
Recommended for you
HR
Digital file for every employeeContract, documents and details in one place
Vacation, leave and absences with approvalYour calendar and your team’s adjust on their own
Team productivity and workloadWho is overloaded and when to hire
Employee portal on their phonePay slips, attendance, documents and signatures
Announcements and surveys for your teamEvery notice lands right in their portal
Recommended for youAll four areas
OMB AES Complete
Sales, Marketing, Administration and HR in a single system
10 users included, 2 of them with a Social Selling seat700 AI credits on each Social Selling seat
Priority support
Monthly results session with the OMB team
Three seat types
With 1 to 3 areas you get 5 users; with all four, 10.
OMB AES seat
For each person on your team who runs the platform, with OMB Suite.
Social Selling seat
Employee seat (HR)
Their portal: digital employee file, pay slips, vacation and leave requests, attendance from their phone, documents and signatures, and announcements and surveys. They don’t use email or OMB Suite and don’t operate OMB AES; whoever manages HR uses an OMB AES seat.
Build your plan
Users5users
5 included
Employee seat (HR)25
25 included
Additional Social Selling seats0
Branches0
Total
Every plan adds 3 view-only users at no cost.
A group with several legal entities? We’ll put together a group proposal.
In every plan
OMB Suite included
All your work tools, connected to OMB AES and on your own domain.
OMB MailEmail on your domain and 3 team mailboxes
OMB Drive1 TB for running your business: your team’s email, documents and files
OMB CalendarYour team’s shared calendars
OMB MeetVideo calls with your team and your clients
OMB DocsCollaborative documents
OMB SheetsCollaborative spreadsheets
OMB SlidesCollaborative presentations
OMB PDFPDF viewer and tools
ConversationsWhatsApp, Messenger, Instagram, web chat and email in a single inbox, handled with AI.
ProjectsYour team’s projects and tasks, tracked on boards.
ContractsContracts with e-signature.
ReportsUp-to-date metrics and results, interpreted by AI.
AI Phone + IVRInbound and outbound calls: call from OMB AES, and an AI-powered IVR answers and routes every incoming call. With a prepaid Voice bundle.
AutomationsWorkflows that run autonomously across all your areas.
MCP serverConnect your AI assistant to OMB AES to query your business and operate in it, with your permission.
What you use
Fixed prices, no surprises
Your plan comes with AI credits and storage; top up the rest whenever you need it.
AI credits
500 credits
1,000 credits
3,000 credits
Storage
1 TB for running your business: your team’s email, documents and files.
50 GB
500 GB
1 TB
5 TB
Prepaid bundles
AI Voice, SMS and Mailing: each channel with its own bundle.
Voice · 300 min
Voice · 1,000 min
SMS · 1,000
SMS · 10,000
Mailing · 10,000
Mailing · 100,000
More bundles per channel inside OMB AES.
Migration includedAs part of go-live, our specialist team brings your data into OMB AES.
Three payment options
Your data is yoursWith no commitment, cancel anytime; with an annual commitment, once the 12 months are up. Your data is always yours. Work built with OMB AES (website, content and designs) can be downloaded after 12 months as a customer.
Prices valid as of November 9, 2026, subject to change without notice. Your plan’s price is set in your contract.
Next step
Let’s get your operation running this week.
01 · TODAYExecutive sessionWe review your goals with leadership and define where to start.
02 · WITHIN DAYSTailored proposalAreas, modules and investment for the goals you chose.
03 · KICKOFFOperation up and runningConfigured for your industry, with weekly reports.
We’ll also walk you through the partner program: how to run your clients’ operations from OMB AES and offer it under your own brand.
This clears the selected type of organization, the goals you checked, the savings simulator data, the contact details and the proposal. Your sound preference is kept.
Full experience
A presentation designed with sound
Ambient effectsThey accompany the transitions between slides.
NarrationEach slide is also presented by voice.
You can turn it off at any time from the control in the top right.
