Every feature, grouped by what it does

Pipeline

Where every lead is, and what happens next.

• Opportunity pipeline start here
  The pipeline as an object: stages, drag-and-drop, and the fact that automations move cards for you.
• The pipeline board on screen
  Reading the board. What a column means, what a card shows, and what changes without you touching it.
• Which lead to work next
  Choosing. Not tracking leads — deciding which one gets the next hour.

Unified inbox

Every channel in one thread.

• Unified inbox start here
  The inbox as an object: which channels feed it, and that replies go back out the channel they came in on.
• Every channel in one list
  The consolidation itself, on screen. Six sources arriving as one list, with the source still visible per message.
• Stop checking five apps
  The app-switching cost alone. One failure: a message read in one app and answered from another, twice.

Texting

Real SMS conversations from the same place as everything else.

• Two-way texting start here
  Texting as a channel of the CRM: reminders, follow-ups, campaigns, and automated replies, from the record.
• Replying from the thread
  The thread view. One conversation, its history, and sending from inside it rather than from a phone.
• Texts that get a reply back
  Two-way specifically. The difference between a broadcast a customer cannot answer and a conversation they can.

AI employee

The AI that answers, writes and books.

• AI employee start here
  What the AI employee is set up to do, and the boundary of what it is allowed to decide.
• What the AI employee covers
  The enumeration. Voice, conversation, reviews, content, workflows, sites — each named, each bounded, each linked to its own page.
• The AI employee while you are out
  One shift. What arrives, what the AI does with it, and what is waiting for you when you get back.

Workflows and automation

Work that happens without anyone remembering it.

• Workflow automation start here
  Trigger and action as a pair. What can start a workflow, what a workflow can do, and where it stops.
• Building a workflow
  The builder canvas. Picking a trigger, chaining steps, seeing the branch — the act of building one, not the concept.
• The work you do twice
  Identification, not automation. How to spot which of your repeated tasks is worth automating first.
• Follow-ups that do not depend on memory
  Follow-up sequences only. The second, third and fourth contact, which is where manual follow-up dies.
• Outreach that runs without you
  Automation and email as one machine: scheduling, drip pacing, click tracking, resending to non-openers.

Calendar and booking

People book time without the back-and-forth.

• Calendar and booking start here
  Availability once, link everywhere, confirmations and reminders automatic. The full loop.
• The booking link in use
  The customer's side. What they see when they open the link, and what lands in your calendar as a result.
• Calendar types
  Reference, not persuasion. Single event, round-robin, group, class — which to use, and syncing to the calendar you already keep.

Call tracking

Which advert made the phone ring, and what was said.

• Call tracking and recording start here
  Tracking numbers per campaign, plus recording. Attribution and review as one feature.
• The call log
  The log itself. Live call activity, replaying a recording, and the source column that ties a call to an advert.

Contacts

One record per customer, kept current.

• Contact management start here
  The contact record: what is on it, and that it updates itself as the customer interacts.
• Filtering, tagging and segments
  Getting a list back out. Filters, tags and segments — the retrieval half, which is the half spreadsheets fail at.

Content AI

Draft copy for posts, emails and pages.

• Content AI start here
  What it drafts — posts, emails, page copy — and that the output is a draft you edit, not a thing you publish blind.
• Content AI in the editor
  The three controls where you meet it: generate, make an image, fix the spelling.
• When you have nothing to post
  The blank page, once. Getting from nothing to a first draft — and stopping there.

Conversation AI

Replies that go out while you are on a job.

• Conversation AI start here
  Text-channel AI: answers, qualifies, books, and hands over. Where the handover point is.
• AI replies in the thread
  The AI reply inside a normal thread — how you can tell it was the AI, and how you take the conversation back.
• Answers outside working hours
  The overnight gap only. What a message sent at 11pm gets, and what is waiting at 7am.

Email

Campaigns built and scheduled once.

• Email campaigns start here
  Building and scheduling a campaign: the builder, the send window, the list it goes to.
• The email builder
  Drag-and-drop specifically. What blocks exist, and what an email looks like on a phone when you are done.
• The email you never send
  The stall. Emails that never go out because the design is not finished — and sending a plain one instead.

Forms and surveys

Ask, collect, and act on the answer.

• Forms and surveys start here
  Build, embed, and what happens after submit — the response landing on a contact record and starting a workflow.
• Building and embedding a form
  The build and the embed. Fields, layout, and the snippet that puts it on a page you already have.
• Asking customers directly
  Surveys as the narrow case: asking a question you are currently guessing the answer to.

Memberships and courses

Gated content and paid access.

• Memberships and courses start here
  Gated content, drip release and access control, with payment attached — no plugins.
• Uploading a course
  Getting material in. Uploading lessons, ordering them, and what the learner portal looks like.
• Charging for access
  The money side only: free versus paid tiers, recurring access, and what happens when someone stops paying.

Missed calls

What happens in the sixty seconds after a call you could not take.

• Missed call text back start here
  The whole mechanism: instant text, booking link, and the AI follow-up behind it.
• The sixty seconds after a missed call
  The sequence, in order, with timing. What fires first, what the caller sees, what you see.
• Every caller hears back
  The caller's experience alone. Being called back, from their side.
• Knowing you missed it
  The alert to YOU, which is the other half and a genuinely different thing from the text to them.

Payments and invoicing

Send the invoice, take the money.

• Payments and invoicing start here
  Invoice, payment link, and the methods behind it — card, ACH, recurring, auto-billing.
• Creating and tracking an invoice
  One invoice from creation to paid: the form, the send, and the status that changes when money arrives.
• Invoicing from the job
  Timing. Invoicing at the job rather than on Sunday night, and what that does to how fast you get paid.

Power dialer

Call the list without dialling the list.

• Power dialer start here
  Queue, auto-dial, and the fact that the next call starts when the last one ends.
• The dialer queue
  Building the queue and reading the report after — the setup and the scoreboard, not the dialling.

Reporting

Where the work and the money really went.

• Reporting and dashboards start here
  What is tracked and what the dashboard shows: lead, campaign and revenue in one view.
• The dashboard at a glance
  The default screen. What is on it when you log in, before you configure anything.
• Where the money came from
  Attribution as one question: which source produced revenue. Not reporting in general.

Reputation and reviews

Asking for reviews, and answering them.

• Reputation management start here
  The loop: request goes out automatically, review comes in, review gets answered.
• How review requests get sent
  The request mechanics in full: email, SMS, WhatsApp and QR for in-person, plus timing, site widgets and drafted responses.
• Reviews in one place
  The review inbox. Google and Facebook side by side, and replying without opening either.
• Asking without having to ask
  The ask itself. Why owners do not ask for reviews, and what removing the asking changes.
• Knowing what is being said
  Monitoring only. Finding out about a review the day it lands, not the month after.

Social media

Plan, schedule and publish from one calendar.

• Social media planner start here
  Write once, schedule to several platforms from one calendar. The core loop and its limits.
• Scheduling weeks of posts
  Volume. Bulk upload from a spreadsheet, per-format handling (reels, stories, images), templates, and the analytics after.
• The posting calendar
  The calendar view. Seeing the month, moving a post, and which platforms a slot is going to.
• Posting in batches
  One sitting versus every day. The scheduling habit, stated narrowly.

Voice AI

The phone gets answered.

• Voice AI start here
  What Voice AI does on a call: answers, asks, captures details, books. And what it hands to a person.
• When you cannot pick up
  The handover moment. What triggers Voice AI rather than voicemail, and what you get afterwards.

Websites and funnels

Pages built and published without a developer.

• Website and funnel builder start here
  Building a site or a funnel: templates, drag-and-drop, publish. The feature, plainly.
• Building a funnel
  A funnel specifically — a sequence of pages with a goal, versus a site, which is a place.
• Testing two versions of a page
  A/B testing only. Running two versions, and reading the result honestly at small traffic volumes.

Mobile app

The whole thing, from the van.

• Mobile app start here
  What the phone app can do that the desktop can — reply, book, invoice, move a deal — and where it stops.

Live chat

The widget on your site, wired to the same inbox.

• Live chat widget start here
  The widget on your site and where the message goes: SMS, WhatsApp or chat, all into the same inbox.

The software as a whole

What OmniHub CRM is, and what it replaces.

• Everything in one place start here
  The consolidation claim, stated once and conceded once. What one system replaces, and what it does not.
• Before and after
  A day compared to a day. The same jobs, done two ways, with nothing claimed that is not shown.
• What OmniHub CRM is
  The shortest honest definition on the site. One screen, no scroll, no argument.
• One owner's week
  One owner, followed through: inbox, follow-up, invoice. A narrative, not a feature list.
• The guided tour
  A tour with links. Each feature named in one clause and linked to its own page — this is the routing page.
• Full walkthrough
  The long one. Eleven minutes, screen by screen — the page for someone who wants to see the whole product before logging in.
• Hosting and speed
  Infrastructure only: where it runs, how fast pages load, and what uptime means for a site that takes bookings.