OMNIA CRM manages accounts, contacts, opportunities, and vendors on the same Business Partner, the single master of business partners shared by every module of the platform: AML alerts, risk, CMDB, CMMS, sales. The same business partner is a sales customer, a risk subject, the owner of an asset in CMDB and of equipment in CMMS, with no ETL between silos.
Most CRMs are an island: sales works off yesterday's export, compliance asks for the same documents all over again, and the asset that CMDB or CMMS manages "belongs" to a different customer in a different system. OMNIA CRM shares the same Business Partner that runs across the whole platform, a single record where the customer, vendor, employee, prospect, salesperson, and manufacturer roles coexist, not four separate records to reconcile. That same business partner is the reference across the whole platform.
From the commercial record to the closed opportunity, with risk, KYC, and lead capture in the same place, not six different screens.
Customer, vendor, employee, prospect, salesperson, and manufacturer coexist in the same business partner record, with no duplicated data. Whoever is a customer in sales is also a risk subject in compliance, the owner of an asset in CMDB, and of equipment in CMMS.
Credit limit and balance used, credit status, open balance, and payment terms per business partner; tax ID, group, and parent-child hierarchy for parent companies with subsidiaries, all on the same BP, not in an attachment.
Each business partner carries its own addresses (billing, shipping, payment, delivery), contacts with title and phone, and the bank accounts to pay or collect from them, without leaving the BP record.
The same record crosses the business partner's risk level and category, its ownership links with the exact % of ownership, open AML alerts and cases, and the KYC file status, an alert opens the customer directly, no hunting for a UUID.
Due diligence requirements and required documents, configurable by role and criticality, with validity and status per business partner, onboarding isn't complete until the KYC file is up to date.
Commercial dashboard with leads (including the ones coming in through the contact center), a funnel with configurable stages, and direct conversion to a sales document with no re-entry; a self-service portal so the customer can see their own case.
You open the business partner and it's already crossed with what matters for a decision: how much risk it represents, who else it's linked to by ownership, which alerts are open, and whether its KYC file is current.
OMNIA CRM doesn't export or sync in batch: it publishes the change as an event and the rest of the platform reacts, the same mechanism used by service, compliance, and billing.
When you update a contact or close an opportunity, the change travels through the same event ring the rest of OMNIA uses, it's not a separate integration someone has to maintain, or a replica that falls out of sync.
It's not a copy synced every night: it's the same Business Partner, with roles, seen from every module, all pointing at the same record.
The contact center identifies the business partner by the incoming number and builds the 360, risk and KYC included, before the agent even answers.
The won opportunity converts into a sales document and then into a contract/policy, the business partner's data is never typed in again.
An off-the-shelf CRM does one thing very well: the pipeline. But it keeps its own contact, and someone has to integrate it, by hand or with an iPaaS, with the ERP, the service desk, and the compliance module. OMNIA CRM is part of OMNIA Workspace: it doesn't integrate the master of business partners, it shares it.
We'll show you OMNIA CRM working with your own case, accounts, pipeline, vendors, or the risk and KYC 360, connected to the rest of OMNIA Workspace, not as an isolated demo.