Pipeline, built around your agency
Your stage names, fields and assignments are configured before handoff.
Built for agencies that need the system running
CRM for agencies, already configured
Most agency CRMs are bought, half built, and quietly abandoned. OmniFlow arrives with your pipelines, automations, reporting and review requests already set up, for $99 a month.
Agency pipelineConfigured
New lead12Website enquiryReferral
Qualified7Discovery booked
Proposal4Follow-up running
Automation activeOne record · every conversation
Setup included$99/month published pricingUnlimited users and contactsPowered by Integral Technologists
The real requirement
What an agency actually needs from a CRM
An agency needs one place where a lead, the conversation that followed, the proposal, the signed client and the work all live under the same record.
Most CRMs give you the first half and expect you to wire the rest yourself. A lead lands in a pipeline, then the trail goes cold because the follow-up sequence was never built, the calendar was never connected, and the dashboard is still the default one nobody reads.
Agencies feel this harder than most businesses because they are running the same motion for clients while neglecting it for themselves. The missing piece is rarely another feature. It is a finished configuration.
Where CRM projects break
Why most agency CRMs never get finished
Most CRM projects stall at configuration, not at purchase. Software can be bought in a day; making it fit the agency is the work that gets postponed.
Someone imports contacts, builds two stages, plans to return to the automations, and then a client deadline lands. Six weeks later the team is back in email and spreadsheets, still paying for a platform that was never consolidated.
"We started offering GoHighLevel to clients through Integral Technologists in 2023. OmniFlow came after, because we kept seeing small and mid-sized businesses buy the software and never get the automation working. So we built the configured version as its own product, and we still help businesses that already have their own systems through Integral."
Faiz Ahmed, founder of Integral Technologists
- Account openedThe feature list looks complete.
- Client deadline landsConfiguration loses priority.
- Old habits returnEmail and spreadsheets take over.
One platform, finished for you
What you get for $99 a month
OmniFlow is $99 per month or $999 per year. Initial business setup is included rather than sold as a separate onboarding project.
Follow-up, already switched on
Core email and SMS sequences respond while client work has your attention.
Calendar, forms and funnels
Every enquiry enters the right pipeline with its source and next action attached.
One conversation history
Email, SMS and chat stay connected to the contact instead of separate inboxes.
Reviews and reporting
Review requests run automatically and dashboards answer operator-level questions.
Contacts, users and support
The published plan includes unlimited contacts and users plus ongoing platform support.
Usage stays transparent.Phone, SMS, email delivery and AI usage are billed by consumption. AI voice agents, AI chat agents and complex bespoke automations are quoted after scoping.Review full pricing
The stack underneath the bill
What OmniFlow replaces, and what that stack costs
A separately assembled stack can pass $1,000 a month before usage. OmniFlow combines the core workflow at $99 per month plus usage.
| Tool | Reference price | Covered by OmniFlow |
|---|---|---|
| HubSpot Marketing Pro | $890/mo | Configured CRM |
| ClickFunnels | from $97/mo | Funnels set up |
| Webflow Business | $39/mo | Pages and forms |
| ActiveCampaign + Calendly | varies | Campaigns and booking |
| Twilio + Zapier | usage | Phone, SMS and automation |
| Illustrative total | $1,026+/mo | $99/mo + usage |
Illustrative reference prices carried from OmniFlow's pricing page and checked there in September 2026. Vendor tiers, seats, contacts and usage can change the comparison; verify current vendor pricing before making a purchasing decision.
One record, end to end
How agency work runs inside OmniFlow
Work moves from first enquiry to retained client without being retyped between disconnected tools.
Capture
A form or booking creates the contact with source context.
Follow up
The right sequence starts and the owner is assigned.
Close
Conversations and proposal status stay on one record.
Onboard
The closed deal starts the agency's delivery handoff.
Review
The request goes out after the work is completed.
An honest shortlist
How OmniFlow compares to the CRMs agencies usually shortlist
The deciding question is whether your team wants to own the configuration or have it built and maintained.
| Platform | Pricing model | Setup included | Best reason to choose it |
|---|---|---|---|
| OmniFlow | $99/mo published | Yes | Managed configuration |
| GoHighLevel | From $97/mo* | No | Build it yourself |
| HubSpot | Tiered + seats* | Separate | Largest integration ecosystem |
| Zoho CRM | Per-user tiers* | No | Broad Zoho suite |
| Pipedrive | Per seat* | No | Focused sales pipeline |
*Competitor pricing models are directional estimates and must be checked with each vendor. OmniFlow is built on GoHighLevel. Buy GoHighLevel directly if your team wants to build and maintain the account itself; choose OmniFlow when you want the configured result and ongoing management.
Fit before features
Is OmniFlow right for your agency?
OmniFlow is designed for small, operator-led agencies that need the system running more than they need another platform to administer.
You want the operating system finished
- Several overlapping tools are still disconnected.
- A previous CRM was bought but never completed.
- Leads go cold between enquiry and follow-up.
- No one owns CRM administration internally.
You need full platform ownership
- An in-house operator already maintains the build.
- You need deep custom development and data control.
- A dedicated RevOps team runs an enterprise stack.
- You only need one narrow point solution.
Results vary by agency, the quality of the source data, the scope of migration and how consistently the team uses the finished system.
A controlled handover
Moving your agency across
Migration is scoped around your current tools and data, while your existing stack stays available during the build.
We map how the agency sells and delivers, organise the contact and pipeline import, configure the workflows, then walk the team through the result. The exact timeline depends on data quality, integrations and the amount of custom work, so it is confirmed after scoping rather than promised on a generic page.
Questions
Everything an agency should know upfront.
What is the best CRM for agencies?
There is no single best CRM for every agency. If you want to build and maintain the configuration yourself, HubSpot, Pipedrive, Zoho and GoHighLevel are all capable options. If you want the pipelines, automations, calendars and reporting configured for you, compare managed platforms instead. That ownership decision narrows the shortlist faster than another feature checklist.
How much does an agency CRM cost?
Agency CRM pricing varies by seats, contacts, features and onboarding. OmniFlow publishes one platform price: $99 per month or $999 per year, with the initial business setup included. Phone, SMS, email delivery and AI usage are billed separately according to consumption, while complex bespoke automation or AI agent work is scoped separately.
Is a CRM difficult to learn?
Using a well-configured pipeline is usually simpler than designing one. The time-consuming work is deciding the stages, connecting calendars and forms, building follow-up, and making reporting useful. OmniFlow completes that configuration before handoff, then walks your team through the system it will actually use.
Can OmniFlow support an agency with several clients?
Yes. Reusable pipelines, automations and onboarding sequences help agencies run a consistent process across a growing client list. The right structure depends on how your agency sells and delivers, so the configuration is mapped during setup rather than imposed as a generic template.
Do we have to replace every tool we use?
No. Most agencies replace overlapping tools in the middle of the stack while keeping specialist software that already works well. The setup conversation identifies what should move, what should connect and what should stay. Replacing a useful tool merely to make the stack look smaller is not a saving.
Is AI going to replace CRM?
AI is becoming part of CRM rather than replacing the customer record. It can draft follow-up, summarise conversations, answer first-touch enquiries and qualify leads, but the shared history still needs a reliable home. OmniFlow can add AI chat and calling where they improve the workflow, with usage and custom build costs stated separately.
What happens if the first configuration is not right?
Configuration is reviewed during handoff and adjusted as your team starts using it, and that adjustment is part of the service, not an extra. On the contract itself: the monthly plan renews month to month and you can cancel future renewals at any time. The annual plan is paid upfront at the discounted rate and is generally non-refundable once it starts, so if you are unsure, start monthly. Both terms are in our refund policy and apply as written.
Get startedReady to run your agency in one flow?
Tell us what your current agency stack looks like. We will map the cleanest path into one configured OmniFlow workspace.
Setup included. Unlimited contacts and users. Support on every plan.
Published pricing · Free migration guidance · Terms apply