getting-started · Help
Step-by-step guides, FAQs and tutorials for every OMB Cloud module.
Get started with Marketing Analytics
Traffic, conversion, attribution and revenue — one dashboard tied to the same CRM the rest of the platform uses.
getting-startedGet started with Collections
A dunning workflow for invoices that crossed due-date — staged outreach, multi-channel, tone-calibrated.
getting-startedGet started with SEO
Track rankings, audit pages, generate AI-assisted briefs — built into the platform, not bolted on.
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.
getting-startedGet started with Webchat
An AI chat widget for your website — qualifies leads, books meetings, hands off to humans when needed.
getting-startedGet started with AI Agents
Digital employees that work across email, chat and voice — not just bots, but full-stack workforce.
getting-startedGet started with Webforms
Capture leads, applications, surveys — every submission lands in your CRM with full attribution.
getting-startedGet started with Automations
When-this-then-that workflows that move records, notify channels, and tie modules together.
getting-startedGet started with Diagnostics
Interactive self-assessments that qualify leads and tee up consultative sales calls.
getting-startedGet started with Billing
Configure fiscal identities — MX, US, ES, BR, CA — under a single tenant.
getting-startedGetting started with Catalog
Your master list of products and services with pricing, taxes and multi-currency — pulls into quotes and invoices.
getting-startedGet started with Google integrations
Gmail, Calendar, Drive, Ads, Search Console — connected to the parts of the platform that need them.
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.
getting-startedGetting started with Contacts
A unified database of every person in your operation — leads, customers, vendors — with deduplication and source attribution.
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.
getting-startedGetting started with Invoices
Multi-country invoicing with native CFDI (Mexico), Facturae (Spain), NF-e support (Brazil) and US/CA standard.
getting-startedGetting started with Quotations
Generate branded PDF quotes from your catalog, send for approval, and move accepted quotes into contracts.
getting-startedGetting started with Contracts
In-house electronic signature with multi-signer support, audit trail and tamper-evident PDFs — no third-party vendor.
getting-startedGetting started with Projects
Manage delivery work with tasks, milestones, time tracking and a client portal — all linked to the CRM record.
getting-startedGetting started with Drive
Connect Google Drive or OneDrive and keep every contract, quote and customer file linked to the CRM record.
getting-startedGetting started with the Email Hub
A unified inbox for your team that ties every email back to a contact, lead and timeline.
getting-startedGetting started with Calendar
Sync your calendar, publish booking pages, and let the AI agent schedule meetings on your behalf.
getting-startedGetting started with OMB Cloud CRM
A 10-minute tour through pipelines, leads, contacts and the activity timeline.