Sales & work
Pipeline, clients, tasks, and delivery boards beside the money that funds the work.
What you get
- Leads, clients & calendar — Commercial follow-through — leads, clients, tasks, meetings, and reminders.
- Work boards & sprints — Delivery projects with boards, issues, and sprints for operational teams.
- Credentials vault — Encrypted shared secrets for the team — passwords and keys without the spreadsheet.
Who runs this
- Professional services & IT
- Agencies & studios
- Distribution & wholesale
- Contracting & construction
- Logistics & freight forwarding
Questions
Is delivery 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 payroll. 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 invoices? 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, delivery boards, and the vault inside the signed-in product. It does not publish a public agency portfolio site.
Can delivery teams plan sprints? Yes — work projects include boards, issues, and sprint planning.
Operational teams get delivery structure without leaving the workspace that already holds clients and collections.
What this does not do
- Public marketing website builder
- Social media scheduling or ad buying
- Replace a dedicated enterprise PMO suite
Connected to the rest of the system
FAQ
Where do shared passwords live?
In the encrypted credentials vault under Management, gated by role — not in a spreadsheet.