OmniX CRM
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The OmniX Platform

A unified operating system for customer conversations & workflows

Eliminate fragmented tools. OmniX brings inbox communication, customer data, and automated routing into one interconnected workspace.

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Module 01

Omnichannel Shared Inbox

Every message across WhatsApp, Instagram DMs, Facebook Messenger, Email, and your website widget arrives in one collaborative feed. No missed chats, no duplicate replies.

✓ Collision Detection: See who is typing or viewing a chat in real time.
✓ Internal Notes: Tag teammates and discuss privately before replying.
✓ AI Smart Drafts: Suggest high-accuracy replies based on past resolutions.
Explore Shared Inbox in depth
Omnichannel Stream WhatsApp API Connected
Inbound WhatsApp • Lead Qualification

"We want to book a live demo for our 20 agents team."

Auto-routed to: Enterprise Sales • SLA: 5m remaining
Module 02

Workflow & Rule Automation

Put repetitive manual tasks on autopilot. Create triggers based on channels, message keywords, customer tags, or business hours to route, reply, and tag automatically.

✓ Conditional Logic: If VIP customer, assign Senior Account Executive.
✓ SLA Escalations: Alert managers if unassigned after 15 minutes.
✓ Out-of-Hours Responder: Set dynamic messaging by timezone.
Explore Workflow Automation in depth
Active Automation Trigger
WHEN New Message received on WhatsApp
IF Contains "Pricing" OR "Enterprise"
THEN Set Tag: 'Sales-Priority', Assign to 'Sales Tier 1'
Module 03

Customer 360° Management

Unify customer identity across emails and phone numbers. Empower agents with instant context, custom properties, tags, and complete historical conversation timelines.

✓ Unified Contact Profiles: Automatically merge phone & email contacts.
✓ Custom Fields: Store custom CRM data, account IDs, and subscription tier.
✓ Shopify & E-comm Sync: View lifetime spend and real-time order history.
Explore Customer Management
Customer Profile $3,450 LTV
Sarah Jenkins
sarah@acmedesign.com • +1 (555) 019-2834
VIP Account Shopify Plus
Module 04

Analytics & Performance Reports

Gain full visibility into team performance and channel health. Monitor first response times, resolution rates, peak conversation hours, and SLA compliance.

✓ Agent Leaderboards: Compare resolution counts and speed.
✓ Channel Volume Heatmaps: Identify peak traffic hours and optimize staffing.
✓ SLA Compliance Audits: Export detailed CSV reports for leadership.
Explore Analytics in depth
Live Team Metrics Today
Avg First Response
2m 45s
↓ 38% vs last week
Resolution Rate
94.8%
↑ 4.2% vs target
Fast 5-minute setup • No credit card required

Unify your customer communication today

Join fast-growing sales and support teams managing WhatsApp, Instagram, Email, and Live Chat from one unified CRM workspace.

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Full access during trial
Official Meta WhatsApp API
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