Sales & clients
Sales & work
Pipeline, clients, tasks, and livraison boards beside the money that funds the work.
What you get
Capabilities that ship with this module today.
Leads, clients & calendar
Commercial follow-through — leads, clients, tasks, meetings, and reminders.
- Lead pipeline and client directory
- Tasks (including repeating) and calendar meetings
- Daily reminder digests for follow-ups
- Weekly activity recap — Monday email or request any week, filtered by role
Work boards & sprints
Livraison projects with boards, issues, and sprints for operational teams.
- Work projects with boards and issues
- Sprint planning for livraison teams
- Same role-gated workspace as finance and HR
Credentials vault
Encrypted shared secrets for the team — passwords and keys without the spreadsheet.
- Org-scoped encrypted credential storage
- Role-gated vault access
- Beside leads, work, and calendar in Management
Questions
Short answers up front. Expand for the longer version — the full text is in the page source either way.
Is livraison tied to finance permissions?Yes — work lives in the same role-gated workspace as finance and HR.
Boards, issues, and sprints sit beside receivables and paie. A role that cannot open finance still will not see company money just because they can open Work.
Where do shared passwords live?In the encrypted credentials vault under Management.
Org-scoped encrypted storage replaces the shared spreadsheet. Access stays role-gated next to leads, calendar, and work boards.
Can we track leads through to factures?Yes — leads and clients sit next to the cash cycle.
Commercial follow-through uses the same client master receivables posts against, so sales and collections are not two disconnected lists.
Do tasks and meetings send reminders?Yes — daily digests and optional weekly recaps.
Repeating tasks, calendar meetings, and Monday activity recaps stay filtered by what each role can open — HR does not get accounting noise.
Is this a public portfolio or agency site builder?No — it is the operating layer for work and sales, not a marketing website.
Omnizone runs pipeline, livraison boards, and the vault inside the signed-in product. It does not publish a public agency portfolio site.
Can livraison teams plan sprints?Yes — work projects include boards, issues, and sprint planning.
Operational teams get livraison structure without leaving the workspace that already holds clients and collections.
Ready to see it in your workspace?
Start a trial or create an compte. Book a walkthrough if you want a human on the call.