OmniSales
One funnel, three channels, every offer your workspace already sells
A campaign engine that drives sequenced outreach across email, WhatsApp and live calls. Stages branch on inbound replies and on silence; conversions attribute back to the right campaign; every regulated touch carries the compliance scaffolding the platform expects.
- 3 Channels — email, WhatsApp, live call
- 3 Stage types — cold, reply branch, follow-up
- 730d Retention on the campaign event log
OmniSales runs sales funnels over the workspace's own contacts in AIM CRM, against the workspace's own offers in ProductCatalog or Billing. A campaign picks one or more offers, a target list and the channel mix, and the engine takes over: it selects the next contact whose schedule matures, generates per-stage content through AgentBuilder, and dispatches on the chosen channel.
Stages are typed — cold outreach, interested-reply branch and follow-up — and each stage can carry several variants for A/B comparison or for a scripted multi-step sequence. Branching is event-driven: an inbound reply moves the contact to the reply branch; a silence interval matures into the next follow-up; an unsubscribe or a stop-word drops the contact from every active campaign in the workspace.
Three channels share one orchestrator. Email is sent through SmartForms over a connected Gmail mailbox, with open tracking pixels and click redirects signed by HMAC. WhatsApp is dispatched through WhatsappQR, respecting the 24-hour window, per-contact rate caps and a warm-up ramp. Live calls are operator tasks — the engine schedules the call, the operator dials, a single endpoint records the result back into the funnel.
Compliance is part of the pipeline. List-Unsubscribe and One-Click List-Unsubscribe-Post headers ship on every email, with a two-step opt-out page that survives email pre-fetch. Quiet hours respect the per-contact timezone and active weekdays. A frequency cap counts cross-campaign touches per contact per 24 hours. Hard bounces, spam complaints and stop-words in inbound (en/he/ru) take the contact out of every running funnel automatically.
Conversions are recorded with deduplication per (campaign, contact) and attributed by direct match, last-touch within the campaign's attribution window, or a fallback rule for late-window cases. A daily reconciler cross-checks recent paid Billing events against open campaigns so revenue is never lost on a missed webhook. Every send, open, click, reply, error, opt-out and conversion lives in one event log with 730-day retention for audit and reporting.
Everything OmniSales handles for you
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Three-channel cadence
Email, WhatsApp and operator-dialed calls — driven by one scheduler and one event log.
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Branching stages
Cold outreach, interested-reply branch and follow-up loop — each switchable on inbound or silence.
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Variants and sequences
A/B variants for cold and reply stages; scripted multi-step sequences for follow-up.
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Compliance built in
List-Unsubscribe + One-Click, two-step opt-out, quiet hours, frequency cap, stop-words EN/HE/RU.
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Tracked open and click
HMAC-signed pixel and redirect tokens — open and click events tied to the right send.
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Deduped conversions
Per (campaign, contact) — direct, last-touch within window, or fallback attribution rule.
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Audit-grade event log
Send, open, click, reply, error, bounce, spam, unsubscribe, conversion — one timeline, 730-day retention.
A funnel that composes existing platform services
OmniSales orchestrates the services already in the stack. The campaign reads its target list and schedule from CRM, draws content from AgentBuilder, sends through SmartForms and WhatsappQR, and converts against ProductCatalog or Billing.
- AIM CRM owns contacts, the per-contact schedule fields and the activity log every interaction lands in.
- AgentBuilder generates per-stage content and adapts copy to the contact and the offer.
- SmartForms sends email through the workspace's connected Gmail mailbox.
- WhatsappQR dispatches WhatsApp messages with rate and window control.
- ProductCatalog supplies the product offers a campaign can promote and convert against.
- Billing supplies the paid plans the campaign can sell and emits the events the conversion hook listens to.
- SuperAdmin sets the model that powers the per-stage content generator.
Wire OmniSales into your product today
Book a consultation with our founders and we'll walk you through the whole microservice stack — not just this one — live on your domain.