Customer records & CRM tasks
Keep contacts and account details together, with tasks to organise customer follow-ups.
A clearer path
from enquiry to order.
Manage customer relationships, revise quotations and organise CRM tasks in one place. Track sales orders through split deliveries, call-offs and scheduled orders.
Start Your 30-Day Free TrialKey features
Quotations & revisions
Manage quote revisions and review prices, profit and margin at line and document level.
Documents & links
Store supporting documents and save links alongside your work, with document storage and links available across Omono.
THE CONNECTED DETAIL
From the first quote to the final delivery.
Keep customer details, quote revisions and CRM tasks together as an enquiry develops. Review quotation and order activity from the company record, with supporting documents and links available when you need them.
Manage sales orders and purchase orders alongside the stock and delivery information behind them. Split deliveries, call-offs and scheduled orders support work that needs to be fulfilled over time.
What’s inside.
Practical tools for the work your team does every day.
Quote revisions
Manage revisions, line items, margins, validity and chase dates.
Customer price lists
Manage customer price lists within Omono alongside your quotations and sales orders.
Multi-currency
Work in multiple currencies, with currencies and exchange rates maintained by an administrator.
CRM tasks
Organise customer follow-ups alongside contacts and account information.
Sales orders & deliveries
Manage split deliveries, call-offs and scheduled orders, with courier tracking links on dispatches.
Purchase orders
Manage supplier orders as part of your sales and purchasing process.
Documents & links
Keep supporting files and useful links with your business records.
Credit notes
Manage itemised customer credits in their own dedicated area.
From a confirmed order, manage separate dispatch dates and quantities.
See Split Deliveries in Workflow & Dispatch →A FEW PRACTICAL QUESTIONS
Good to know.
Does Omono support multiple currencies?
Yes. Omono supports customer and supplier currencies, with exchange rates maintained by an administrator. Rates are not refreshed automatically. Documents retain their recorded rate when the settings later change.
Can I manage customer price lists in Omono?
Yes. Omono includes customer price list management, keeping customer pricing within the same system as your CRM, quotations and sales orders.
Can I manage quote revisions and customer follow-up tasks?
Yes. Omono supports quote revisions, validity periods and chase dates. Tasks within the CRM help your team organise customer follow-ups alongside the customer information and quotation activity.
Can Omono manage call-offs and scheduled sales orders?
Yes. Omono supports call-offs, scheduled orders and split deliveries. Sales orders show delivered and outstanding quantities, helping your team follow customer requirements that are fulfilled over time.
Can I store documents and links in Omono?
Yes. Document storage and links are available across Omono, so supporting files and useful references can sit alongside your business records.
How does Omono connect CRM, quotations and sales order management?
Omono keeps customer contacts, addresses, quotations and sales orders in one platform. Your team can review the customer record alongside commercial activity, keeping the detail needed for a follow-up or order enquiry together.
Can I check profit margins when preparing a sales quotation?
Yes. Omono quotations show profit and margin at line-item and document level, so you can review individual products and the overall quote. Sales orders also display this commercial detail.
How can I keep track of outstanding quotes and customer follow-ups?
Quotations include chase dates, validity periods and revisions, while CRM tasks help you organise follow-up work. These give your team a record of what needs attention and which version of a quote they are discussing.
Can I track partially delivered sales orders?
Yes. Sales orders show delivered and outstanding quantities and can include multiple dispatches. This helps your sales team answer customer questions about what has already gone out and what is still due.
Can I schedule customer price changes and quantity discounts?
Yes. Customer price lists support future-dated sheets and quantity breaks. The applicable price is selected on a new quote or sales-order line. Changing the quantity on an existing line does not reprice it. A new price list does not reprice existing documents.
Pricing and follow-ups that work harder.
Customer pricing with quantity breaks
Agree prices by customer and order quantity. Prepare future-dated price lists, adjust prices by a percentage and review margins before sharing the list.
Quote follow-ups, without starting from scratch
Enable tasks based on quote chase and expected award dates. Reminders follow date changes and close when the quote is won or lost.
A clearer view of the sales pipeline
Record conversion probabilities and expected award dates, then use quotation conversion forecasting to review potential business.
SEE THE CONNECTION
Let’s look at your working day.
See how your quotes, orders and stock could work together in Omono.