The CRM module is the central nervous system of OMB Cloud. Everything else — invoices, contracts, conversations, collections — references contacts and leads that live here.
The three core entities
- Contacts are people. One row per person, with email, phone, role and the company they work at.
- Companies are organizations. A company can have many contacts.
- Leads are opportunities. A lead links a contact to a sales motion: which pipeline, which stage, what value.
Your first pipeline
From /app/crm, click "Pipelines" and create your first one. Default stages — Qualification, Discovery, Proposal, Negotiation, Closed Won, Closed Lost — work for most B2B teams. Rename them to match how your team actually sells.
Creating a lead
Three ways: (1) manual via "+ New lead", (2) from a webform submission auto-creating a lead, (3) from a webchat conversation handled by an AI agent. Every lead has a stage, an owner, a value and an activity feed.
Activities and the timeline
Every interaction (call, email, meeting, contract sent, invoice issued) becomes an activity on the lead's timeline. Activities are auto-created when other modules act on the lead — sending a quote, signing a contract, paying an invoice.
Tips
- Use the "Today" view as your daily start screen — it filters to leads needing action today.
- Enable lead scoring under Pipeline settings to auto-prioritize.
- The AI agent assigned to your tenant can take notes and update lead stages automatically — toggle this under Agents settings.