Messages, calls, and requests come in through configured channels.
OmniSmart Platform
OmniSmart Platform for connecting your operations
Channels, telephony, customer data, and processes work in the same environment so that customer service, sales, and management continue the journey without rebuilding context.
Shared history
Interactions available across teams and modules.
Connected modules
Each solution participates in the same operational flow.
Web and app
Access compatible with different work routines.
OmniSmart
Communication
forum Customer service
view_kanban Kanban
dashboard Dashboard
Automations
account_tree Workflow
smart_toy Menu Bot
Management
insights Reports
LS
Leandro SouzaWhatsApp · online
Hello! I wanted to know how OmniSmart can help my company.
Sure! We bring WhatsApp, chat, email and phone together in one place, with full customer context. 📞
Perfect. Does it integrate with my CRM?
A shared foundation
channels, customers, and processes
How the platform works
Context follows every step of the journey
Integration delivers value when it eliminates blind spots between customer contact, team responsibility, and the next process action.
The interaction is linked to the customer and available history.
Queues, rules, and workflows route the demand to the next responsible party.
The result feeds tasks, indicators, and future interactions.
Connected solutions
Choose the entry point for your operation
Each front solves part of the work but can share customers, conversations, events, and rules with the others.
Customer service
Omnichannel customer service
Bring together WhatsApp, phone, email, webchat, and social media with queues and continuous history.
Learn about the solution
Voice
Cloud PBX and voice
Manage extensions, IVR, queues, and recordings in the cloud, connecting calls to the customer.
Learn about the solution
Sales
CRM and sales funnel
Organize contacts, deals, tasks, and next actions with the sales history in the same context.
Learn about the solution
Marketing
Email Marketing
Create campaigns, segment contacts, schedule mass dispatches, and track results connected to CRM.
Learn about the solution
Marketing
WhatsApp campaigns
Send campaigns via the Official API and direct responses to AI, human service, or multichannel journeys.
Learn about the solution
Intelligence
AI Agents
Use knowledge and authorized integrations to chat, query data, and transfer when needed.
Learn about the solution
Automation
Workflows
Orchestrate multichannel journeys with conditions, wait times, and actions connected to CRM.
Learn about the solution
Omnichannel
Course platform
Publish your own courses with streaming experience, video lessons, progress, quizzes, and certificates.
Learn about the solution
Customer service
Helpdesk with AI
Track tickets, priority, SLA, and knowledge with AI support during resolution.
Learn about the solution
Integration
Integrations and API
Connect OmniSmart events and data to the technology ecosystem used by your company.
Learn about the solution
Mobility
Mobile App
Serve customers, track CRM and Help Desk, and view management indicators directly from your cell phone.
Learn about the solution
Sales
Closer WorkStation
Prepare and conduct calls with context, script, and objections, and track individual performance.
Learn about the solution
Integration
Feature Catalog
Consult resources by channel, team, and operational stage without navigating duplicate pages.
View features
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Professional services
Experts to design, develop, and evolve
When the operation requires methodology, specific development, or guidance from those who live the area, OmniSmart provides services connected to the ecosystem.
01
Project curation
Immersion, site survey, project design, A&A, flows, documentation, and configuration of the functional operation.
Learn about the service 02Tailor-Made Projects
Applications, integrations, automations, and custom-built components for the OmniSmart ecosystem.
Learn about the service 03Mentorias empresariais
Experts by area, over 300 processes in DocHub, and a mind map to structure direction and execution.
Learn about the service
Connectable architecture
The platform participates in your ecosystem
OmniSmart doesn't have to work as an island. Integrations, API, webhooks, and workflows allow you to combine platform events with systems authorized by your company.
Define which data enters and leaves each integration.
Use events to start tasks, messages, or process updates.
Preserve authentication, permissions, and responsibility for each action.
Track logs to handle exceptions and evolve the flow.
arrow_back Marketplace
searchSearch integration
RDSTATION
Marketing and CRMIntegrate syncpipedrive
PipedriveIntegrate syncsalesforce
SalesforceIntegrate syncHubSpot
HubSpotIntegrate syncmovidesk
MovideskIntegrate syncPloomes
CRMIntegrate synccheck_circleacelerato
AceleratoIntegrate syncaccount_balanceReceita Federal
CNPJ QueryIntegrate sync
Frequently asked questions
Questions about the OmniSmart platform
What is the OmniSmart platform?
It is a business environment that connects omnichannel customer service, telephony, CRM, helpdesk, artificial intelligence, workflows, and integrations to preserve context across channels and processes.
Do I need to contract all modules?
The commercial and technical design must consider the company's operation. Implementation can start with priority fronts and evolve as processes, users, and integrations are validated.
Does telephony work together with customer service?
Yes. The project can relate calls, extensions, queues, and recordings to the customer and to service or sales routines, according to the contracted configuration.
Does OmniSmart integrate with other systems?
Yes. The platform has integration resources, open API, webhooks, and workflows. Feasibility depends on the data, events, authentication, and rules available in each system.
How is implementation done?
The team maps channels, users, queues, data, responsibilities, and integrations. Then they organize configuration, testing, training, and gradual go-live.
Operation-oriented project
Start with the process that most needs context
Show how your company handles service, sales, and work distribution. The demo can be guided by the actual flow, without relying on a generic list of features.