Features

Everything you need to work a pipeline, in one place.

Pipeline, calling, email sequences, follow-ups and reporting, all built around the conversations that win and keep clients.

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Pipeline

One pipeline, every deal.

A visual board you can actually work. Drag deals through stages you configure, attach a £ value and a weighted forecast to every opportunity, and keep contacts and history together.

  • Visual kanban pipeline
  • Opportunities with £ value + weighted forecast
  • Configurable stages
  • Contacts and deal timeline

Calling

Turn calls into outcomes.

A call cockpit built for volume. Claim a lead from the queue, dial, log the outcome and book the callback without leaving the screen.

  • Claim-dial-log call cockpit
  • Outcomes and callbacks
  • Shared team queues
  • Calls on the contact timeline

Sequences

Outreach that runs itself.

A visual builder for email and multi-step sequences. Add wait, condition, branch, task, postal and notify steps so the right message goes out at the right moment, automatically.

  • Visual sequence builder
  • Wait / condition / branch / task / postal / notify steps
  • Reusable templates
  • Auto follow-ups

Follow-ups

Never drop a follow-up.

Tasks, calendar, booking and a shared action queue keep the next step in front of the right person: personal, team or org-wide.

  • Personal / team / org action queues
  • Tasks tied to deals and calls
  • Calendar + booking
  • Full activity timeline

Team & reporting

See the whole team.

Roles, telesales teams, channel-effectiveness reporting and custom dashboards give you the full operational picture, with custom fields for whatever you need to track.

  • Teams, roles & permissions
  • Channel-effectiveness reporting
  • Custom dashboards & widgets
  • Custom fields

Work in the care sector? OroMiQ adds live CQC ratings, inspection history and risk scoring on top of everything above.

See OroMiQ for Care →

Ready to go?

Get started, or take the demo for a spin.

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