Help
Step-by-step guides, FAQs and tutorials for every OMB Cloud module.
How to write a B2B quote that closes — 7 elements
The structural elements every B2B quote needs, in the order that matches how the buyer reads it. Plus the three lines most quotes are missing.
guidesMulti-country invoicing — a B2B operator's guide
How invoicing actually works when you bill from Mexico, Spain, the US and Brazil simultaneously. Compliance, FX, and the three traps that bite at scale.
guidesThe B2B collections playbook that recovers 80%
Why single-channel collections caps at 60% recovery and how multi-channel dunning, paced correctly, lifts that to 80%+.
guidesAI sales agents — when they work and when they don't
An honest framework for when an AI agent replaces human reps for parts of the sales workflow, and when it shouldn't.
guidesMigrating from HubSpot to OMB Cloud — what to expect
A practical walkthrough of what migrates cleanly, what needs manual mapping, and the timeline you should plan.
guidesDocuSign alternatives for B2B — when in-house signing wins
For everyday B2B contracts in MX and the US, simple e-signature is legally valid and costs nothing per envelope. When DocuSign is still the right tool, and when it's not.
how-toCreate and publish a page
Build a hero, body, footer, and ship it under your domain with one click.
how-toMulti-site and custom domains
Host a main marketing site, campaign landers, and partner microsites under one tenant.
best-practicesStructure a CMS site that scales
Conventions that keep a 3-page site and a 60-page site both manageable.
troubleshootingTroubleshooting: page changes not live
Why your edit doesn't show up at the public URL — and how to force-refresh.
advancedAdvanced: templates, themes and component libraries
Lock brand consistency across hundreds of pages without freezing flexibility.
getting-startedGet started with Marketing Analytics
Traffic, conversion, attribution and revenue — one dashboard tied to the same CRM the rest of the platform uses.
how-toRead the conversion funnel
Visitor → lead → meeting → deal — and where each segment leaks.
how-toAttribution: first-touch, last-touch, multi-touch
Three models, three different stories. Pick the one that matches the question you're asking.
best-practicesBest practices: which metrics to actually watch
Most marketing dashboards have 40 widgets. You need 6 numbers.
troubleshootingTroubleshooting: numbers don't match Google Analytics
They never will — and that's usually fine. Here's why and what to trust.
advancedAdvanced: cohort analysis
Group leads by week of creation, then watch what % progress over time.
getting-startedGet started with Collections
A dunning workflow for invoices that crossed due-date — staged outreach, multi-channel, tone-calibrated.
how-toHow collection stages and the funnel work
When an invoice moves stage, who triggers it, and how to override.
how-toMulti-channel follow-ups (email, voice, WhatsApp)
Email is the floor — voice and WhatsApp lift recovery rate dramatically after day 21.
best-practicesTone playbook: firm without burning the relationship
Five tone moves that keep customers paying and willing to renew.
troubleshootingTroubleshooting: collection emails bouncing
Why your dunning emails don't arrive and how to recover deliverability.
advancedAdvanced: segmented playbooks by customer tier
Strategic customers and one-off customers should never see the same cadence.
getting-startedGet started with SEO
Track rankings, audit pages, generate AI-assisted briefs — built into the platform, not bolted on.
how-toTrack keywords and rankings
Pick the right keywords, watch positions move, get notified on big shifts.
how-toGenerate AI content briefs
A brief that says what to write, why, and what shape it should take.
best-practicesBest practices: pillar pages and clusters
A pillar page + cluster of supporting pages outperforms 20 disconnected blog posts.
troubleshootingTroubleshooting: page not indexed
When you published but Google still doesn't show your page.
advancedAdvanced: schema markup and structured data
Schema.org markup that earns rich results in SERPs.
getting-startedGet started with Agency
The in-tenant catalog of done-for-you marketing and ops services — request, scope and track without leaving the platform.
how-toRequest a service from the catalog
Filling the brief well saves you a meeting and shaves days off delivery.
how-toTrack agency engagements
Every active service shows up as a project — same project module your team uses.
best-practicesBest practices: writing briefs that get great work
A great brief takes 30 minutes and saves a week. Five rules.
troubleshootingTroubleshooting: project running late
Most slippage has a cause traceable in the project itself.
advancedAdvanced: retainers and ongoing engagements
When you stop buying services and start buying monthly capacity.
getting-startedGet started with Webchat
An AI chat widget for your website — qualifies leads, books meetings, hands off to humans when needed.
how-toEmbed Webchat on your website
One script tag, two-minute setup. Works on any CMS or static site.
how-toHanding off from AI to human
When the visitor needs a human, the AI bridges without dropping context.
best-practicesBest practices: tone, scope and guardrails
A well-scoped chat agent feels professional. A poorly-scoped one feels like a chatbot.
troubleshootingTroubleshooting: Webchat not loading
When the bubble doesn't show up, or chat stays in "connecting…" forever.
advancedAdvanced: routing rules and segmentation
Send enterprise visitors to enterprise reps, SMB to SMB. Without asking the visitor.
getting-startedGet started with AI Agents
Digital employees that work across email, chat and voice — not just bots, but full-stack workforce.
how-toBuild a custom AI Agent
Persona, knowledge, tools, guardrails — the four levers that define your agent.
how-toConnect channels: email, chat, voice, WhatsApp
One agent, multiple surfaces. Same context, same memory.
best-practicesBest practices: scoping an agent that performs
Narrow scope, clear escalation, honest about limits — the three principles of agents that work.
troubleshootingTroubleshooting: agent giving poor answers
When the agent fabricates, derails, or refuses — diagnose by reading the transcript carefully.
advancedAdvanced: multi-agent handoff and workflows
Agents that work in teams — SDR hands off to AE, AE hands off to CSM. Without dropped context.
getting-startedGet started with Webforms
Capture leads, applications, surveys — every submission lands in your CRM with full attribution.
how-toBuild a form with the visual builder
Fields, validation, conditional logic, theming — all without code.
how-toEmbed a form on your website
Three ways: snippet, iframe, direct link. Each preserves attribution.
best-practicesBest practices: forms that actually convert
Six moves that lift submission rate without changing your offer.
troubleshootingTroubleshooting: form not submitting
When the button does nothing, or submissions don't reach CRM.
advancedAdvanced: conditional logic and multi-step forms
Branch the form based on prior answers without making it feel like a survey.
getting-startedGet started with Automations
When-this-then-that workflows that move records, notify channels, and tie modules together.
how-toBuild a custom workflow
Drag triggers and actions onto a canvas. Branch with conditions.
how-toTrigger and action catalog
What you can fire from, and what you can do — at a glance.
best-practicesBest practices: debouncing and idempotency
Don't send the same notification 14 times because a field flickered.
troubleshootingTroubleshooting: automation not firing
When you expected the workflow to run, but nothing happened.
advancedAdvanced: conditional branches and loops
Workflows that handle "if A do X, if B do Y" and iterate over collections.
getting-startedGet started with Diagnostics
Interactive self-assessments that qualify leads and tee up consultative sales calls.
how-toDesign questions that qualify
Each question should produce both a score and a useful piece of CRM data.
how-toConfigure the result page
The result page is where the lead falls in love or bounces. Earn the call.
best-practicesBest practices: tone and length
5-10 minutes, conversational, never accusatory.
troubleshootingTroubleshooting: low completion rate
When people start but don't finish.
advancedAdvanced: benchmarking and segments
Tell each respondent how they compare to similar companies. Most powerful result-page lever.
getting-startedGet started with Billing
Configure fiscal identities — MX, US, ES, BR, CA — under a single tenant.
how-toAdd a fiscal entity per country
Step-by-step for MX (CFDI), US (LLC/Corp), ES (Facturae), BR (NF-e).
how-toOperate across multiple countries from one tenant
Pick the right entity per invoice — by customer country, contract, or currency.
best-practicesBest practices: credential hygiene
CSDs expire. Signature certificates expire. A blocked stamp on a Friday afternoon is avoidable.
troubleshootingTroubleshooting: stamping fails (MX, BR, ES)
Most stamping errors are credential, customer data, or amount issues — not platform issues.
advancedAdvanced: cross-entity reporting and consolidation
Roll up revenue across countries without losing the per-entity compliance view.
getting-startedGetting started with Catalog
Your master list of products and services with pricing, taxes and multi-currency — pulls into quotes and invoices.
how-toImport the catalog from CSV
Bring your existing product list in one shot — pricing, taxes, categories.
how-toMulti-currency catalog pricing
Quote the same item in MXN to MX clients and USD to US clients with locked rates.
best-practicesNaming and structuring catalog items
Five conventions that keep your catalog usable as it grows past 200 items.
troubleshootingTroubleshooting: prices not updating on quotes
When you edit an item but new quotes still show the old price.
advancedAdvanced: bundles and tiered packages
Create bundles that combine multiple catalog items at a discounted single line.
getting-startedGet started with Google integrations
Gmail, Calendar, Drive, Ads, Search Console — connected to the parts of the platform that need them.
how-toConnect Gmail to CRM threads
Send from your real Gmail, see replies in CRM. No forwarding rules.
how-toCalendar booking for Webchat and CRM
AI agents and reps book onto your real calendar with conflict detection.
how-toConnect Google Ads for ROI tracking
Spend data flows in, gets matched to leads and deals, ROI computes automatically.
troubleshootingTroubleshooting: permission errors
OAuth misconfigurations, workspace policies, expired tokens.
advancedAdvanced: Search Console for SEO insights
Pull organic performance into the platform, cross with conversion data.
getting-startedGet started with CMS
Build marketing sites, landing pages and microsites visually — multi-site, multi-domain, multi-tenant.
getting-startedGetting started with Clients
A client portal where customers see their projects, invoices, contracts and conversations — no extra software for them.
how-toInvite users to a client portal
Add stakeholders to the portal with role-based permissions (decision-maker, viewer, billing-only).
how-toShare files and folders with a client
Drag-drop files into the client portal and the customer downloads them directly — no email attachments.
best-practicesClient onboarding best practices
How to use the portal to deliver a great first 30 days that anchors the relationship.
troubleshootingTroubleshooting: client cannot access the portal
When a client reports the portal won't load — three causes and fixes.
advancedAdvanced: host the portal on your own subdomain
Run the client portal as clients.yourdomain.com instead of omb.cloud — fully branded with no OMB Cloud chrome.
getting-startedGetting started with Contacts
A unified database of every person in your operation — leads, customers, vendors — with deduplication and source attribution.
how-toMerge duplicate contacts
When the same person exists under multiple emails or spelling variants, consolidate without losing activity history.
how-toLink contacts to leads, invoices and conversations
How OMB Cloud automatically connects activities to the right contact — and what to do when it gets it wrong.
best-practicesBest practices for contact segmentation
Tags and custom fields that let you slice your contacts for marketing, sales and reporting.
troubleshootingTroubleshooting: emails to contact bounce
When marketing or transactional emails to a contact bounce — diagnose and fix without damaging reputation.
advancedAdvanced: LinkedIn-based contact enrichment
When a webform captures only an email, the agent enriches with LinkedIn name, role and company automatically.
getting-startedGetting started with Companies
A central database of every organization you sell to, with tax IDs, industry, multi-fiscal-entity support and the contacts who work there.
how-toImport companies and contacts from a CSV
Bring your existing client list into OMB Cloud — companies and contacts together, deduplicated automatically.
how-toMerge duplicate companies
When the same organization exists twice, merge them and keep everything linked correctly.
best-practicesFive rules for company data quality
Practices that keep your Companies database trustworthy 18 months from now.
troubleshootingTroubleshooting: tax-ID validation errors
When you can't save a company because the tax ID is rejected — common causes.
advancedAdvanced: managing parent companies and subsidiaries
When a client group operates multiple legal entities, group them so you see the consolidated picture.
getting-startedGetting started with Invoices
Multi-country invoicing with native CFDI (Mexico), Facturae (Spain), NF-e support (Brazil) and US/CA standard.
how-toIssue CFDI 4.0 invoices for Mexico
Native CFDI 4.0 issuance with multi-emisor wholesale timbrado — no third-party PAC contract needed.
how-toIssue Facturae invoices for Spain
Native Facturae 3.2.x XML generation signed with XAdES — ready for B2G mandatory and Crea y Crece B2B progressive.
best-practicesInvoicing best practices for B2B cash flow
Five invoicing habits that shorten DSO and reduce payment friction in B2B receivables.
troubleshootingTroubleshooting: invoice fails to stamp
When the CFDI/Facturae stamping rejects your invoice — common SAT or AEAT errors.
advancedAdvanced: recurring subscription billing
Configure monthly/annual recurring invoices with proration, plan changes and automatic stamping.
getting-startedGetting started with Quotations
Generate branded PDF quotes from your catalog, send for approval, and move accepted quotes into contracts.
how-toDesign a branded quotation PDF template
Use the visual builder to compose a fully branded quotation PDF — logo, colors, typography, layout.
how-toApply discounts and taxes correctly
Volume discount, promo codes, VAT/IVA per line — get the math right the first time.
best-practicesQuotation best practices that lift win rate
Five tactical changes B2B teams make on quotations to close 10-20% more deals.
troubleshootingTroubleshooting: PDF rendering issues
Misaligned tables, missing logos, weird fonts — common rendering issues and fixes.
advancedAdvanced: quote-to-contract flow with one click
When a prospect accepts a quote, OMB Cloud can auto-generate the contract for signature in seconds.
getting-startedGetting started with Contracts
In-house electronic signature with multi-signer support, audit trail and tamper-evident PDFs — no third-party vendor.
how-toCreate a contract from a template
Pre-built templates for NDA, services, contractor, lease, sales — pick, fill variables, send.
how-toSend to multiple signers (sequential or parallel)
Configure a contract with several parties and choose the signing order that fits your workflow.
best-practicesBest practices for audit trail and defensibility
Make every signed contract defensible if you ever end up in front of a judge or auditor.
troubleshootingTroubleshooting: signer cannot open or sign
When a signer reports the link doesn't work — four common causes and fixes.
advancedAdvanced: bulk-import existing contracts with AI extraction
Drop a PDF or scanned image and an AI agent extracts the full body, parties, value and term automatically.
getting-startedGetting started with Projects
Manage delivery work with tasks, milestones, time tracking and a client portal — all linked to the CRM record.
how-toSet up milestones and link them to invoicing
Trigger an invoice automatically when a milestone is marked complete and approved.
how-toTrack time against tasks
Log billable hours per task with stopwatch or manual entry, then export for invoicing or analysis.
best-practicesBest practices: project templates and playbooks
Five principles for project templates that save time without becoming straitjackets.
troubleshootingTroubleshooting: client portal access issues
When a client can't access the project portal — three common causes.
advancedAdvanced: retainer-based projects with rollover hours
Configure recurring retainers with monthly hour quotas, automatic rollover and overage billing.
getting-startedGetting started with Drive
Connect Google Drive or OneDrive and keep every contract, quote and customer file linked to the CRM record.
how-toConnect Google Drive
OAuth-based Google Drive connection with optional folder scoping.
how-toAttach files to leads and companies
Drag-and-drop files into any CRM record and they auto-file into the right folder.
best-practicesDrive folder structure best practices
Five rules that keep your customer files findable five years from now.
troubleshootingTroubleshooting: files not appearing in Drive
When uploads succeed in OMB Cloud but don't land in Drive — three checks.
advancedAdvanced: use a Google Shared Drive as the OMB Cloud root
For teams with strict offboarding policies, use a Shared Drive so files survive employee departures.
getting-startedGetting started with the Email Hub
A unified inbox for your team that ties every email back to a contact, lead and timeline.
how-toConnect a Gmail account to the Email Hub
OAuth-based Gmail connection with optional label scoping for privacy.
how-toSet up SMTP for outbound when Gmail/Outlook are unavailable
For shared mailboxes or non-Gmail/Outlook domains, configure SMTP with rotating accounts.
best-practicesEmail deliverability best practices
Authenticate your domain, protect reputation, and stay out of spam folders.
troubleshootingTroubleshooting: emails not syncing into the Hub
When the Email Hub stops ingesting new messages — diagnose in 3 steps.
advancedAdvanced: shared mailboxes (sales@, support@, info@)
Route a shared inbox to multiple team members with auto-assignment and AI triage.
getting-startedGetting started with Calendar
Sync your calendar, publish booking pages, and let the AI agent schedule meetings on your behalf.
how-toCreate your first booking page
A public URL prospects can use to book time on your calendar without back-and-forth.
how-toEnable AI scheduling for inbound requests
When a prospect asks "can we meet?" by email or chat, the AI agent handles the rest.
best-practicesBest practices: team calendars and availability
How to publish accurate team availability without leaking private meetings.
troubleshootingTroubleshooting: double bookings or wrong timezone
When a prospect books a slot that's actually unavailable — common causes.
advancedAdvanced: multi-host round-robin and pooled availability
For teams: distribute incoming bookings fairly or require multiple people in the same meeting.
getting-startedGetting started with OMB Cloud CRM
A 10-minute tour through pipelines, leads, contacts and the activity timeline.
how-toImport leads from a CSV file
Bring your existing pipeline into OMB Cloud in under 5 minutes.
how-toSet up lead scoring
Auto-prioritize leads by fit and engagement so reps focus on the best opportunities.
best-practicesCRM pipeline hygiene best practices
Five habits that keep your pipeline accurate and your forecast trustworthy.
troubleshootingTroubleshooting: leads not appearing in the CRM
When new leads from forms or webchat don't show up — three things to check.
integrationsConnect your email and calendar to the CRM
Sync Gmail/Outlook conversations and calendar events automatically into the CRM timeline.