CRM, knowledge and forms

Make customer context usable at the moment of action.

A customer record is only useful when it changes the work. Omnichannl makes registry data, external lookups, knowledge and form definitions available where agents, AI, campaigns and managers need them.

Discuss your operation
01 / What it includes

The tools your team uses day to day.

01

Configurable contact registry

Store core identity, organization and location details alongside custom typed fields, tags, ownership and channel identities.

02

Guided CSV import

Upload contacts, map source columns, choose a unique field and monitor the import instead of manually rebuilding records.

03

External data sync

Configure authenticated REST sources, pagination, record paths and field mappings to bring approved customer data into the registry.

04

On-demand lookups

Call an external API from a configured contact action and render the response as usable fields, tables or cards.

05

Public knowledge

Create articles and categories, publish tenant-branded help pages and make the same approved material available to grounded AI.

06

Conditional forms

Build text, number, date, selection and checkbox fields with visibility, requiredness and validation rules for consistent capture.

02 / How it works

Follow the work from start to finish.

  1. 01

    Model

    Define the customer fields, layouts and data sources that match the business rather than a generic CRM template.

  2. 02

    Ingest

    Create records from channels, manual work, CSV imports or configured external synchronization.

  3. 03

    Use

    Surface the correct fields, knowledge and actions in inbox, dialler, campaigns and AI context.

  4. 04

    Capture

    Write structured outcomes and form responses back into the operational record for later reporting.

Omnichannl turns customer data into a working layer: visible in context, configurable by the tenant and reusable across human and AI workflows.

07 / Start a conversation

Start with the real workflow

Tell us what needs to work better.

Tell us which channels, queues, call flows and reports matter. We'll use that to prepare a relevant walkthrough.

  • Your request goes to our product team.
  • We review it before we get in touch.
  • The walkthrough follows your workflow.
support@omnichannl.com
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