Streamline Your Professional Services Operations (PSO)
with Omnitas
Manage your entire workflow, from lead generation to invoicing, all within monday.com
Why Choose Omnitas' PSO?
Discover what sets us and our solution apart from the competition
One-stop solution within monday.com
Our solution is fully embedded within monday.com, providing a unified platform for all your consultancy needs. No need to switch between multiple tools.
Elimination of silos
Break down communication barriers between departments. Ensure everyone from sales to project teams is aligned and informed.
Enhanced internal & client communication
Improve transparency and keep your clients in the loop with real-time updates. Easily share project status, milestones, and reports.
Real-time project tracking & reporting
Monitor project progress and team performance in real-time. Make data-driven decisions with up-to-date information.
Automated invoicing
Save time and reduce errors with automated invoicing. Ensure accurate billing based on a fixed price or actual time reported.
Full transparency with clients
Invite clients into specific boards and views, allowing them to see project progress and updates in real-time. Build trust through transparency.
The All-In-One Solution for Your Professional Services Operations - How Does it Work?
1. Lead Management
Effortlessly capture and track all incoming leads in a centralized place. Ensure no lead is ever missed with our intuitive lead management system. Automatically distribute lead information across contact, company, and opportunity boards to ensure comprehensive tracking.
2. Contact & Company Management
Automatically organize and update contact and company information. Our solution prevents duplicate entries, ensuring that contact and company details are organized and up-to-date.
3. Opportunity Tracking
Monitor and manage sales opportunities with ease. Forecast closing probabilities, and deal values, and ensure every opportunity is pursued effectively.
4. Project Management
Once a deal is won, it’s automatically transitioned into the projects board. Plan tasks, assign teams, and track progress all within one platform.
5. Time Reporting & Planning
Simplify time planning and tracking for your team. Connect time reporting with project tasks and ensure accurate, real-time reporting. Additionally, our unique Role/Skills board offers a comprehensive overview of team-specific capacity for incoming projects, further simplifying the planning process.
6. Invoicing Automation
Automate your invoicing process. Generate invoices based on reported hours or fixed fees. Reduce manual work and ensure timely billing.
Add-on Features
Extend the capabilities of the PSO solution with our add-ons
Social Media Suite
We can integrate your social media platforms into monday.com, enabling you to handle all your social media scheduling and content production within a single platform.
OmniCloud
We can integrate your preferred cloud storage, such as Google Drive, OneDrive, Dropbox etc, with monday.com. This allows for automatic creation of folder structures with relevant templated documents connected to each client based on project type.
OmniEnricher
Supercharge your lead generation process with our Chrome extension OmniEnricher. This add-on enriches new leads with relevant information such as address, revenue, number of employees, and more. Gain valuable insights to tailor your approach and maximize conversion rates.
Outreach Helper
By analyzing the company’s website and LinkedIn, the Outreach Helper generates valuable insights and creates bullet points outlining potential pain points. It also crafts effective outreach emails for you to start meaningful conversations with your prospects.
Meeting Assistant
Compatible with Google Meet, Teams, Zoom, and more, the Meeting Assistant transcribes your online meetings, provides a summary, and generates action points for follow-up. Stay organized and ensure nothing falls through the cracks after your meetings.
Contract Generator
Simplify the closing process with our Contract Generator add-on. Automatically generate contracts based on company and contact information stored in your boards, and seamlessly send them to clients for signing.
Seamless Integrations
We handle all integrations – so you don’t have to
Email Integration
Connect your existing email host to streamline communication and ensure all client interactions are logged within the platform.
Bookkeeping Integration
Automatic sync with your bookkeeping software for seamless financial management and accurate invoicing.
Security & Privacy
Make sure that your data is kept confidential with the right people in the right place. monday.com is dedicated to protecting all customers’ data, and they follow the strictest security measures on the market to secure and protect your data. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Your Data Will Never Leave Your monday.com Account
To ensure the best security for your data, our solution will keep all your data within your monday.com account. There are no transfers to external servers unless you choose to integrate with other software. If you opt for integrations, only the necessary data will be transferred to ensure seamless operation, and even then, stringent security measures are in place to protect your data during these transfers.
Ready to Transform Your Professional Services Operations?
Get started with our solution today. Schedule a personalized demo to see how this solution can streamline your workflow and improve efficiency. Our team of experts will walk you through the features and answer any questions you may have.
