What is an Agentic Enterprise System (AES)?

An AES is a business operating system where artificial intelligence agents can execute real actions across all business modules — not just answer questions. OMB Cloud AES includes AI voice agents managing sales, collections, invoicing, marketing and customer success autonomously, coordinated and available 24/7.

How long does OMB Cloud AES implementation take?

Zero days of implementation. OMB Cloud AES is opinionated software — it arrives pre-configured with industry best practices for B2B qualification (MEDDIC), social selling, sales maturity scoring and the full customer lifecycle. Your company can operate from the first login without consultants, without configuration and without a learning curve.

What sales methodologies does OMB Cloud AES include?

OMB Cloud AES integrates four enterprise-grade sales frameworks: a social-selling scoring engine for digital prospecting, MEDDIC for B2B qualification, a sales maturity scoring model to evaluate and scale commercial discipline, and a customer-lifecycle bowtie to maximize acquisition, retention and account expansion.

Does OMB Cloud AES replace HubSpot or Salesforce?

OMB Cloud AES goes beyond HubSpot or Salesforce. In addition to CRM, it includes fiscal invoicing, automated collections, AI social media, landing pages, contracts with digital signature, and AI voice agents that execute real actions across all modules. If voice quota maxes out, calls seamlessly continue in WhatsApp with the same agent — a unique capability in the market. No implementation or consultants needed. All in one system, live from day one.

In which countries is OMB Cloud AES available?

OMB Cloud AES is available worldwide with support in English, Spanish, Portuguese and French. It has a presence in Miami, Mexico City, Barcelona and Sydney, and serves companies in the United States, Mexico, Spain, Brazil, Argentina, Colombia, France and Australia, among other markets.

Industries

Clinics and healthcarePractices, clinics and multi location networks with patients who arrive through digital channels.

In a clinic the patient arrives through Google, Meta or WhatsApp, writes after hours and expects an answer in minutes. We take it on: we receive them, qualify them, book them on the real calendar of each location and follow up all the way to the evaluation, with clinical and commercial criteria defined by your leadership and with every patient on the record.

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What it covers

Every front, run to the same standard.

Continuous digital reception

Web chat, WhatsApp, Messenger and Instagram answered around the clock, with qualification by condition, body area and location, and escalation to the front desk when it applies.

Scheduling and confirmation

Appointments on each location's calendar, with reminders and confirmation, and reactivation of anyone who did not show up.

Paid media and reputation per location

Campaigns on Google and Meta with attribution per location, Business Profile and reviews answered in your voice, every one of them with a reply.

Leadership of the network

A funnel per location (contact, appointment, evaluation, treatment), with the same figure on every screen and weekly analysis.

What you get

Results, not one more tool.

Patients who do not fall through

Every contact is recorded with its source, its condition and its location, and with a next step.

A landing page per campaign

One page and one form per campaign and per location, connected to the CRM.

Collections and invoicing

Invoicing per legal entity and payment follow up in a tone that protects the relationship with the patient.

Compliance

Isolation per location, encryption and Vault Mode for anything sensitive.

How it runs

We take it on. Here is how.

01One session

Discovery

Conditions, body areas, locations, hours and scheduling criteria.

02In days

Configuration

Clinical stages, catalogs, landing pages, channels and profiles per location.

03Every week

Operation

Continuous reception, scheduling, campaigns, reviews and a weekly report per location.

For leadership

What changes, in three numbers.

Minutes

to first answer for every patient, at any hour.

Per location

funnel, calendar and reviews with the same truth across the network.

On the record

every patient with their source and their contact history.

Questions from leadership

What usually comes up before deciding.

Does it handle several locations?

Yes. Each location runs its own calendar, its own paid media and its own profile; corporate sees the whole picture and can route.

How is patient information protected?

Isolation between clients, encryption in transit and at rest, Vault Mode per module and signed confidentiality agreements.

Does it integrate with my medical record system?

The system runs the commercial and care layer; the medical record remains the source of the clinical history and is connected when it applies.

Combinations that add up

With Clinics and healthcare, this goes further.

No piece works alone. Three combinations that add up with what you just read, and why.

Conversational AI careThe patient writes after hours and expects an answer in minutes: reception, qualification and appointment, around the clock. Google servicesBusiness Profile, answered reviews and campaigns per location: right where the patient decides. CRM and follow upEvery patient with their source, their condition and their next step, by location.

Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.

You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.