The revenue cycle on one rail
Most CRMs end where money starts. OMB Cloud CRM extends through quotes, contracts, invoicing and collections — and back, with renewal triggers and customer health signals. Your sales team and your finance team see the same record, with the same history.
What it does
- Leads, contacts, companies — with smart deduplication, attribution from every form and channel, and round-robin distribution.
- Pipeline by board — sales, partnerships, agency services and renewals can each run their own board with their own stages.
- Conversations — email, chat, voice and WhatsApp threaded into the lead record. No copy-paste.
- AI agents — qualify, follow up, book meetings and draft replies. The agent reports to a human teammate and signs as itself.
- Native handoffs — convert a lead to a quotation to a contract to an invoice without leaving the record.
Why teams switch
Most teams come from a generic CRM and a stack of point tools. The first thing they notice: their team stops asking "where is that information?" The second thing: their cycle time drops, because every team member sees the same source of truth and the AI agents close the loops nobody had time for.
Who it's for
B2B teams that sell into multiple geographies (México, España, US, Canada, Brazil), invoice from multiple fiscal entities, and need their sales motion connected to billing reality. Agencies, consultancies, charter platforms, manufacturing distributors, and software companies in the 10-200 employee range.
Connects natively to
AI Agents, Quotations, Contracts, Invoices, Email, Calendar, Webforms, Webchat.
Next step
Talk to sales — a 30-minute call, no slides. We map your current stack onto OMB Cloud live, and you leave with a concrete migration outline.