Omni AI is an AI-enabled CRM and WhatsApp automation platform that helps businesses capture leads, manage conversations, build funnels, run campaigns and track follow-ups from first enquiry to conversion.

No. Omni AI is not ERP, accounting software, HRMS, payroll software, inventory software or GST filing software. It focuses on CRM, WhatsApp automation, funnels, campaigns and lead follow-up automation.

Can I use my own OpenAI, Claude, Gemini or DeepSeek API keys?

Yes, where applicable. Omni AI can allow clients to use their own AI API keys such as OpenAI, Claude, Gemini or DeepSeek, and clients pay the AI provider directly based on usage.

Who should use Omni AI?

Omni AI is suitable for enquiry-driven businesses such as coaching institutes, real estate businesses, clinics, consultants, agencies, education businesses, fitness businesses and local service providers.

AI CRM + WhatsApp Automation + Funnels

Capture leads. Automate follow-ups. Close more sales.

Omni AI helps growing businesses capture enquiries, manage conversations, automate WhatsApp follow-ups, build funnels, run campaigns and track every lead inside one clear CRM dashboard.

Capture leads from ads, forms, landing pages and WhatsApp.

Send automated replies, reminders and campaign messages.

Track every enquiry from first message to conversion.

See Platform Flow

Focused on CRM, WhatsApp, funnels, campaigns and lead follow-up. Not ERP, accounting, HRMS or payroll.

Omni AI Dashboard

Lead control center

Live flow

New leads

From 5 sources

Follow-ups due

Today

Hot pipeline

₹3.8L

Tracked

Pipeline Lead stages

New

Clinic enquiry

Contacted

Real estate lead

Interested

Course demo

Demo

Agency call

Closed

Wellness plan

Automation running

Form submitted CRM updated WhatsApp sent Reminder created Team assigned

Hi, I want details.

Sure. Please share your requirement. Our team will assist you shortly.

Lead captured → follow-up scheduled

Quick answer

What is Omni AI?

Omni AI is an AI-enabled CRM, WhatsApp automation and funnel platform for businesses that depend on enquiries, follow-ups and customer conversations.

Omni AI helps businesses capture leads, automate WhatsApp follow-ups, build landing pages and funnels, run email/SMS/WhatsApp campaigns, assign leads to team members, and track every enquiry inside one CRM dashboard.

It is useful when leads come from ads, websites, landing pages, WhatsApp, social media or manual campaigns — and the business needs a cleaner way to respond, follow up and convert prospects.

Best for

Coaches, clinics, consultants, agencies, real estate, education, fitness and local service businesses.

Main outcome

Faster replies, fewer missed follow-ups, cleaner lead ownership and better conversion tracking.

Core channels

CRM, WhatsApp, landing pages, funnels, email, SMS, booking and campaign workflows.

Not built for

ERP, accounting, HRMS, payroll, inventory, GST filing or full corporate operations.

Problem

Most businesses lose leads because follow-up is weak.

A business may spend on ads, social media, websites and referrals, but if the enquiry is not captured properly, the customer response is delayed, or the team forgets the next action, the lead goes cold. Omni AI is designed to close this gap.

Leads are scattered

Leads come from WhatsApp, landing pages, websites, ad forms, calls and social media, but no single CRM shows the full picture.

Follow-ups are missed

Callbacks, demo reminders, admission follow-ups, site visits and payment reminders depend on memory or manual sheets.

WhatsApp is messy

Customer chats stay inside personal phones, making it difficult to track ownership, status, response time and next action.

Campaign leads go cold

Ad leads are generated, but no structured WhatsApp, email or SMS follow-up sequence converts them into customers.

Owners lack visibility

Business owners cannot clearly see which leads are new, contacted, hot, pending, converted or lost.

Omni AI fixes the gap

It connects enquiry capture, CRM entry, WhatsApp response, team assignment and conversion tracking.

How Omni AI works

A simple automation flow from enquiry to conversion.

The goal is not to add complexity. The goal is to make every enquiry visible, every reply faster and every follow-up trackable.

Lead captured

A customer submits a form, messages on WhatsApp, clicks an ad or visits a landing page.

CRM updated

Omni AI creates or updates the lead record with source, customer details and pipeline status.

Message triggered

WhatsApp, email or SMS communication can be sent automatically based on your workflow.

Follow-up tracked

The lead is assigned, reminders are created and the team tracks progress until closure.

Platform modules

Everything needed to manage leads and customer conversations.

Omni AI focuses on the part of the business that directly affects sales: enquiry capture, customer communication, campaign follow-up and pipeline visibility.

CRM

CRM Lead Management

Manage customer details, lead stages, notes, source, owner, pending activity and next follow-up inside one dashboard.

WhatsApp Automation

Automate replies, reminders, updates, nurturing messages and campaign follow-ups through WhatsApp workflows.

API

WhatsApp Cloud API Ready

Use scalable WhatsApp communication workflows for lead nurturing, reminders and customer updates where applicable.

Landing Page Builder

Create campaign pages for demo booking, course enquiry, consultation, service enquiry and lead generation.

Funnel Builder

Build conversion paths such as lead magnet to WhatsApp follow-up, webinar to call booking or enquiry to pipeline.

WEB

Website Builder

Create simple business pages connected to lead forms, CRM records and follow-up automation.

Email & SMS Campaigns

Run nurturing campaigns and reminder sequences across email and SMS alongside WhatsApp communication.

Team Assignment

Assign leads to team members, track ownership and reduce confusion about who should follow up next.

Appointment Booking

Allow prospects to book demos, calls, consultations, admissions counselling, site visits or meetings.

AI Assistant Workflows

Use AI-enabled support for reply suggestions, lead qualification, FAQs and communication workflows where configured.

LMS

LMS / Course Module

For coaches, educators and trainers, course and student access modules may be used where applicable.

REP

Pipeline Reporting

Track lead source, stage, response status, pending follow-ups, campaign performance and conversion movement.

AI-enabled, transparent billing

Use your own AI API, WhatsApp platform and ad accounts.

Omni AI can work as an AI-enabled automation platform, but you stay in control of your actual usage accounts. This avoids hidden margins and gives clients clearer control over usage cost.

Bring your AI API

Use your own OpenAI, Claude, Gemini or DeepSeek API keys where applicable.

No AI markup

You pay the AI provider directly based on your actual API usage.

No WhatsApp spend markup

WhatsApp marketing/API charges are paid directly to the relevant provider or platform.

No ads spend markup

Meta, Google or other advertising spends are paid directly by the user to the ad platform.

Scope clarity

Omni AI is for sales and marketing automation — not ERP.

This distinction is important. Omni AI is intentionally focused on enquiries, CRM, WhatsApp communication, funnels, campaigns and customer follow-up. It does not replace core finance or corporate operations systems.

Omni AI helps with

CRMLead management WhatsApp automationFunnels Landing pagesCampaigns Follow-up remindersPipeline tracking Team lead assignmentAppointment booking

Omni AI is not

ERPAccounting software HRMSPayroll software Inventory systemGST filing software Corporate operations suiteFull finance system Stock managementComplete company automation

Use cases

Made for businesses that depend on enquiries, conversations and follow-ups.

Omni AI is best suited to businesses where speed of response and quality of follow-up directly affects revenue.

Coaching institutes

Capture student enquiries, send demo class reminders, follow up for admission counselling and track lead stage from enquiry to enrolment.

Real estate

Capture property enquiries, send project details, schedule site visits and follow up with buyers automatically.

Clinics

Manage patient enquiries, appointment reminders, consultation follow-ups and repeat visit communication.

Digital agencies

Build funnels, capture client campaign leads, automate follow-ups and offer white-label automation solutions where applicable.

Consultants

Book calls, capture enquiries, send reminders and nurture high-intent prospects until they are ready for a conversation.

Education businesses

Manage course enquiries, webinar registrations, student communication, admissions follow-up and content access where applicable.

Fitness & wellness

Capture trial enquiries, send membership reminders, follow up on renewals and reactivate old customer conversations.

Local service businesses

Reply faster, track every enquiry, assign work to the right team member and make sure no customer follow-up is forgotten.

Comparison

Stop using many disconnected tools for one sales process.

The problem is not that businesses lack tools. The problem is that those tools do not talk to each other during the lead conversion journey.

Separate tool stack

CRM tool
WhatsApp sender
Landing page builder
Funnel builder
Email marketing tool
SMS tool
Booking tool
Follow-up sheet

Omni AI approach

CRM
WhatsApp automation
Landing pages
Funnels
Email / SMS campaigns
Appointment booking
Follow-up reminders
Pipeline dashboard

Agency / White Label

Want to sell automation under your own brand?

Omni AI can support agencies, consultants and automation service providers who want to offer CRM, funnel, WhatsApp automation and campaign systems under their own branding where applicable.

Own branding where applicable

Custom domain where applicable

Client account support where applicable

Faster launch without custom development

Pricing

Choose the plan that matches your growth stage.

Omni AI subscription covers platform access. WhatsApp/API/ad spends are paid directly by you to the relevant platform or provider. Omni AI does not add markup on those spends.

Starter

For small businesses starting with lead capture, CRM and basic follow-up automation.

₹8,000/mo

Best for individual owners and small teams.

✓ CRM lead management
✓ Lead capture forms
✓ Basic WhatsApp automation
✓ Landing pages
✓ Follow-up reminders
✓ Basic dashboard
✓ Limited staff access

Most useful

Growth

For growing teams that need stronger automation, campaigns, funnels and pipeline visibility.

₹12,000/mo

Best for active sales and marketing teams.

✓ Everything in Starter
✓ Advanced automation workflows
✓ Team assignment
✓ Email / SMS campaigns
✓ Funnel builder
✓ Appointment booking
✓ Pipeline reports
✓ Campaign tracking
✓ More staff access

Agency / White Label

For agencies, consultants and automation sellers who want branded setup where applicable.

Custom

Pricing depends on white-label and client setup requirements.

✓ White-label setup where applicable
✓ Custom branding where applicable
✓ Own domain where applicable
✓ Client account support where applicable
✓ Advanced workflows
✓ Priority onboarding
✓ Agency support

Important billing clarity: Omni AI does not charge additional markup on WhatsApp marketing, WhatsApp API, AI API or advertising spends. Users pay those providers/platforms directly based on actual usage and provider terms.

Book demo

See if Omni AI fits your lead process.

Open the demo form in a popup and share your business details. Our team will show how Omni AI can fit your lead capture, WhatsApp follow-up and CRM workflow.

✓ Your lead sources and follow-up gaps

✓ WhatsApp automation use cases

✓ CRM pipeline setup

✓ Pricing, AI API and usage clarity

Ready to view Omni AI?

Click below to open the native demo form. The form appears in a popup, so the page layout stays clean.

Takes less than a minute.

FAQ

Answers that help buyers and search engines understand Omni AI.

What is Omni AI?+

Omni AI is an AI-enabled CRM and WhatsApp automation platform that helps businesses capture leads, automate follow-ups, build funnels, run campaigns and track enquiries until conversion.

Is Omni AI an ERP?+

No. Omni AI is not ERP, accounting, HRMS, payroll, inventory or GST filing software. It is focused on CRM, WhatsApp automation, funnels, campaigns and follow-ups.

Can Omni AI automate WhatsApp follow-ups?+

Yes. Omni AI can help automate WhatsApp replies, reminders, updates and follow-up sequences based on your lead flow and communication process.

Can leads from ads and landing pages enter CRM?+

Yes. Leads from forms, campaign pages, landing pages, websites and lead generation campaigns can be captured into CRM workflows where configured.

Can I use my own AI API keys?+

Yes, where applicable. Clients can use their own OpenAI, Claude, Gemini or DeepSeek API keys and pay the AI provider directly based on actual usage.

Do you charge extra on WhatsApp marketing or ad spends?+

No. Omni AI does not add additional markup on WhatsApp marketing, WhatsApp API or advertising spends. Users pay the relevant platform or provider directly.

Can agencies use Omni AI as white label?+

Yes. White-label setup can be offered depending on the selected plan and available configuration, especially for agencies and automation consultants.

Who is Omni AI best for?+

Omni AI is best for enquiry-driven businesses such as coaching institutes, real estate, clinics, consultants, agencies, education businesses, fitness businesses and local service providers.

Ready to stop missing leads?

See how Omni AI can help your business capture enquiries, automate WhatsApp follow-ups and track every lead from first message to final conversion.

View Pricing