Nothing to link or set up
Connected to the other modules where it should be, using the same logic and interface. There is no integration project between CRM and the DMS, because there is no gap.
CRM
Know the customer before you pick up the phone.
Every enquiry, call, viewing, invoice and service visit for one person, on one screen. Not a contacts database bolted to a DMS, the same record the workshop and accounting are already writing to.
CRM
Communication streams
New SMSNew email
PlannedActiveCalendarPipeline
FiltersEmails · 8SMS · 16
CustomerTypeStatusLast contact
Petr Novák
Jana Veselá
Martin Dvořák
Lucie Malá
One customer's record as the advisor opens it: the open opportunity with its enquiry, call, test drive and offer in order and the customer's history under it, then the next best action BRAIN™ proposes on the same record. Sample data, not a customer's record.
- Best fit
- Sales advisor · Sales manager · Marketing · Principal or CFO
- Operational job
- Keep enquiry, call, viewing, invoice and service context on one customer record before the next sales action.
- What you get
- Customer history with enquiries, offers and the next sales action in context.
The problem
The customer remembers. Your systems do not.
A buyer who has been serviced eleven times and bought three cars still gets asked for a phone number. The history exists, it is just in the workshop system, the portal inbox and somebody's memory. Omnetic CRM is not another place to type customer data. It is the view of a record the rest of the platform is already keeping.
Addressable segments, not mailing lists
Segmentation tells you which customers to approach and when, so an offer arrives because it is relevant rather than because a campaign was due.
Configurable to how you actually work
Fields, states, notifications and activity types are set up for your business during implementation, not left as a generic template you work around.
The workflow
A lead becomes a forecast without losing its context
Five states, each with an owner and a due time. Select one to see what enters, what Omnetic does, and what the team gets.
Contacts arrive from wherever they came from
Portal, web form, chat, inbound call and walk-in are captured and matched against existing customers. Duplicates merge instead of multiplying.
Sources are configurable per site, so a group can route Prague and Vienna enquiries differently without two systems.
- In
- Portal message 09:14, phone number matches an existing customer
- Omnetic
- Merges onto the existing record, attaches the listing, opens an opportunity
- Out
- One thread with eleven service visits and three cars already on it
Scored, segmented and dated
Detailed segmentation says not only which products suit a customer but when to offer them, the difference between a relevant call and a nuisance one.
Notifications are set per user, so a manager can watch a segment without drowning an advisor in alerts.
- In
- Enquiry text, ownership history, finance end date, mileage
- Omnetic
- Scores intent, places the customer in a segment, sets a follow-up date that means something
- Out
- Intent 0.86 · segment “four-year diesel, changeover Q4”
One owner, visible to everyone
Activities, states and servicing are planned in one uniform system, so “who is dealing with this?” has an answer on the record rather than in a group chat.
Colleagues comment, mention each other and hand over without the thread restarting.
- In
- Opportunity, site capacity, advisor workload
- Omnetic
- Assigns an owner, books the viewing, reserves an appraisal slot for the trade-in
- Out
- J. Dvořák owns it · Friday 14:00 · appraisal 13:30
Calls and emails stay attached to the deal
A comprehensive history of every interaction, from first business opportunity to final invoice, sits on the customer, including what was promised on a Tuesday phone call.
Stalled threads resurface automatically instead of quietly expiring.
- In
- Six-minute call, two emails, one missed appointment
- Omnetic
- Summarises the call, extracts the promise and the objection, schedules the next contact
- Out
- Whoever picks this up next knows what was said
A forecast built from deals, not optimism
Turnover, profit and future potential per customer are expressed in figures, and the pipeline they roll into reconciles with accounting, because both come from the same events.
A site manager can open any number in the forecast and land on the deal behind it.
- In
- 41 open opportunities across six sites
- Omnetic
- Weights each by stage and history, projects turnover and gross profit
- Out
- A forecast the CFO recognises, drillable to a single deal
Capabilities
One system, many uses
Six capability areas, each configurable to your own needs during implementation.
Contacts
Contacts gathered from every source and opportunities managed in one place, arranged the way your business works rather than a fixed template.
Planning
A uniform way to plan, manage and evaluate every activity that involves a customer, including states and servicing, not only sales calls.
Information
Detailed information about every customer in one place, with notifications each user can set for the things they actually need to know.
Segmentation
Detailed segmentation that tells you which products are relevant to a customer and, just as importantly, when to offer them.
History and forecasts
The full interaction history from business opportunity to final invoice, and detailed forecasts of future sales when you need them.
Data
Transactions with a customer expressed in figures, turnover and profit, alongside where the potential for future development sits.
By role
Who this changes the day for
Sales advisor
Opens one thread and finds the history, the trade-in and the promise from last Tuesday already there.
Sales manager
Sees which opportunities are stalling and why, without asking six people for an update.
Marketing
Addresses a real segment with a relevant offer, and can see what it produced in the same system.
Principal or CFO
Gets a forecast that reconciles with the ledger because both are built from the same events.
Platform & data connections
Nothing to link, nothing to set up
DMS Core
The customer and vehicle objects CRM reads, it does not keep its own copy.
BRAIN™
Scores intent, drafts replies and suggests the next action, with a person approving.
Open Platform
Portals, telephony and web forms deliver enquiries straight onto the record.
Reporting & Accounting
Turnover and profit per customer come from posted transactions, not from a sales spreadsheet.
System relationship
CRM in the connected product system
CRM reads the customer and vehicle objects DMS Core keeps and writes the enquiry, the opportunity and the follow-up back to them. What arrives from portals and telephony lands on the same record, and what BRAIN™ proposes is approved on it.
Outcome & proof
What we can and cannot claim yet
One customer history
Enquiries, calls, visits, offers and service events stay on one customer record.
Fewer lost follow-ups
The next move has an owner and due date; a publishable impact still needs a measured baseline.
Role-scoped access
Access follows the organisation, branch and permissions assigned to the user.
Integrations are scoped
Channels and external systems are confirmed for the market and deployment.
Implementation & availability
Secondary product demonstration
Customer follow-up timeline
One sample customer history shows the thread from first enquiry to the next service task.
Review CRMAnna Novak · customer historysample data
Enquiry
capturedUsed Car Sales · today 09:14
Call
completedAdvisor · today 10:05
Viewing
bookedOctavia · Fri 14:30
Next move
assignedOffer follow-up · Monday
Events
12Open tasks
2Bring one customer's history
Pick someone who has bought twice and serviced ten times. We will show what the advisor would see before the call.
Book a CRM demoThe customer
One person with purchases, service visits and an open enquiry.
The channels
Where enquiries and calls arrive today, and who answers them.
The forecast
How pipeline reaches the CFO now, and what it reconciles with.