Unlock Your Referral Engine For Membership Sales
Omni is the all-in-one CRM that empowers membership salespeople to harness referrals, streamline follow-ups, and boost conversions by up to 35%.
Dashboard Overview
New Referrals
18
+12%Active Leads
42
-3%Closed This Month
7
+5%Recent Activity
New referral: Michael Thompson via John Smith
Scheduled meeting with Sarah Chen
Sent follow-up SMS to David Rodriguez
Marked 'Prospect Inc.' lead as 'Contacted'
New member: Emily White (referred by you)
Is This Your Membership Sales Reality?
Manual tracking, lost referrals, and inconsistent follow-ups mean missed sign-ups and wasted effort. Omni fixes this.
Losing Member Referrals?
Valuable word-of-mouth leads vanish without a system to capture, track, and engage them effectively.
Inconsistent Follow-Up?
Juggling texts, emails, and notes for leads *and* members leads to dropped balls and missed opportunities.
Stalled Pipeline?
Prospects go cold when you can't easily see their status, history, and the next best step to encourage sign-up.
Omni: The Smarter Way to Sell Memberships.
We combine powerful referral tools with seamless communication and pipeline management, built specifically for your industry.
Unlock Your Growth Potential
Omni provides the integrated tools you need to turn every connection into a conversion opportunity.
Maximize Word-of-Mouth
Generate unique referral links effortlessly. Track every referral from click to close, visualize your network, and potentially increase referral sign-ups by [25%].
- Generate & share unique salesperson & member referral links.
- Capture details seamlessly via integrated forms & scheduling.
- Visualize your entire referral network to spot hidden opportunities.
Connect Effortlessly
Manage all lead and member communication (SMS & Email) from one hub. Boost engagement up to [40%] with templates, personalized blasts, and full history tracking.
- Dedicated SMS number for consistent, professional outreach.
- Send individual messages or targeted text/email blasts.
- Utilize templates and scheduling to save time on follow-up.
Close More Memberships
Visualize your sales process with a drag-and-drop pipeline built for memberships. Reduce lead drop-off by [15%] by tracking status, activity, and next steps.
- Customize stages to match your unique sales cycle (Trial, Tour, etc.).
- At-a-glance view of prospect details and interaction history.
- Filter, sort, and manage your pipeline to keep sign-ups flowing.
Get Started in Minutes
Focus on selling, not complex setup. Omni streamlines your workflow instantly.
Capture & Organize Leads
Easily import contacts, add prospects manually, or capture referrals automatically via unique links.
Engage & Nurture Prospects
Use integrated SMS/Email, schedule follow-ups, and visualize your referral network.
Convert & Grow Memberships
Move prospects through your sales pipeline, track conversions, and watch your member base expand.
Simple, Transparent Pricing
Choose the plan that fits your needs. Start free, upgrade when you're ready.
Starter
Perfect for individuals getting started
- Up to 50 Active Leads
- Basic Referral Links
- Email & SMS Integration (BYO*)
- Standard Pipeline View
Pro
For serious sales professionals
- Unlimited Leads
- Advanced Referral Tracking & Network View
- Bulk Messaging Capabilities
- Customizable Pipeline
- Performance Analytics
- Priority Support
Team
For collaborative sales teams
- Everything in Pro
- Team Dashboards & Collaboration
- User Roles & Permissions
- Advanced Reporting Suite
- API Access (Soon)
- Dedicated Account Manager
Ready to Convert More Referrals?
See how Omni helps top membership salespeople close more sign-ups and build stronger networks. Start your free trial – no credit card needed.
14-day free trial. No credit card required.