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CRM

Know which agents are growing, slipping or overdue.

Agent profiles with order and invoice history, brokerages and teams — plus automatic analytics: lifetime value, gaps between orders and churn risk.

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Omnivou — CRM dashboard screenshot
CRM dashboard

What's included

Included on every plan.

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  • Agent profiles with brokerage, team, tags, lifecycle stage and branding files
  • Automatic spend, activity, payment and loyalty tiers
  • Lifetime value, average order value and churn risk
  • Activity timeline: notes, emails, SMS, calls, orders and payments
  • Find duplicates and merge field by field
  • Import from CSV, or let AI pull an agent or brokerage profile from a URL
  • Brokerage and team records with their own discounts
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Agent profile
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Omnivou — Agent profile screenshot
Agent profile

Agent profile

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Agents with tiers & risk
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Omnivou — Agents with tiers & risk screenshot
Agents with tiers & risk

Agents with tiers & risk

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Brokerages
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Omnivou — Brokerages screenshot
Brokerages

Brokerages

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Tier rules
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Omnivou — Tier rules screenshot
Tier rules

Tier rules

See Omnivou running a real studio.

Book a 30-minute walkthrough, or apply to be one of our first 25 Founding Studios — free onboarding and your price locked for life.