Modules
The full catalog of native OMB Cloud modules.
CRM that runs the whole revenue cycle
Leads, contacts, companies, conversations and pipeline — connected to invoicing, contracts and AI agents in one platform.
AI Agents — your digital workforce
Full-time AI employees that qualify leads, run support, follow up on quotes and draft content. They report to a human teammate and sign as themselves.
Multi-country invoicing, natively
CFDI 4.0 for México, Facturae for España, US standard, NF-e for Brazil — one platform, multiple fiscal entities, true compliance.
Quotations that close
Branded PDFs from your catalog, multi-currency, with e-signature, version control and one-click conversion to contract or invoice.
Contracts without DocuSign
In-house e-signature, legally valid in MX and US for B2B, with audit trail embedded in the PDF — and zero third-party fees.
Project management built for service businesses
Gantt, kanban, calendar, matrix and an operator dashboard — wired to clients, invoices and the team capacity that actually delivers.
A CMS that lives where the leads live
Visual builder for marketing sites, landings and microsites — multi-site, custom domains with auto-SSL, tied to your CRM and webforms.
Forms that actually capture leads
Drag-and-drop forms with conditional logic, embedded anywhere, routed to CRM with full UTM attribution intact.
A chat widget that qualifies and books
AI-driven web chat that qualifies leads, answers from your knowledge base, books meetings on your calendar — and hands off to humans cleanly.
Multi-fiscal billing for international B2B
Run a Mexican entity, a US entity and a Spanish entity from one tenant — each with its own tax authority credentials, currency and locale.
Email that lives inside the customer record
Send from your real Gmail or Microsoft mailbox. Threads land in CRM. AI agents draft and send signed as themselves.
Document storage that knows your customers
A document layer linked to customers, projects and deals. Drive integration for sync — and AI agents that read for context.