OMGCRM Documentation
Stop donating 30% of your revenue to the void. OMGCRM helps you manage leads, automate follow-ups, and close more deals with industry-tailored pipelines.
Key Features
Adaptive Pipelines
Pre-built industry-specific pipelines that adjust to your business type
Auto-Tasks
Automatic follow-up task generation when leads move between stages
AI Follow-Up Generator
Personalized message creation that sounds like you
Smart Roadmaps
Step-by-step guidance that updates as deals progress
Documentation
Industry-Specific Pipelines
OMGCRM comes pre-configured with pipelines tailored to your industry. Each template includes stage-specific auto-tasks and smart roadmaps.
New → Site Visit → Quote → In Progress → Completed
New → Contacted → Viewing → Offer → Under Contract → Closed
Inquiry → Document Request → Review → Return → Completed
Lead → Discovery → Proposal → Negotiation → Won → Onboarding
New → Engaged → Discovery → Offer → Enrolled → Completed
Inquiry → Engaged → Quote → Ordered → Fulfilled → Repeat
Inquiry → Intake → Consult → Treatment Plan → Follow-Up
Inquiry → Intake → Consult → Engagement → Retained → Closed
Integrations
Connect leads from multiple sources directly into your pipeline: