Workflows & Tasks

Customisable | Amendable | Track-able

OMS allows your business to work in the exact way you need. Our workflows allow you to track and follow your processes right from the initial enquiry to completion. Our workflows consist of tasks which indicate to the user what needs to be actioned on the case and when.

This feature helps provide consistency in the service you provide and making it easy to keep track of your cases. Tasks can also have automatic emails & SMS attached to them to update the customer or introducer about required action or general progress updates.

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Workflows-OMS
The OMS team have provided West Yorkshire Money and the majority of the Money Group Brands their CRM system, not only can we adapt it to each brand, they are quick to respond to fixes, amendments and improvements. They provide results and their teams extensive industry knowledge shines through all other systems I’ve encountered with the many Lender CRMS I have worked with. Highly recommend and grateful for your support moving forward

Adele Forbes

Director, West Yorkshire Money
When we were initially sourcing a CRM system – we knew exactly what we wanted but couldn’t quite find one that worked for us as a specialist broker. We came across OMS, a system built for brokers, by brokers which in itself went a long way! The system itself meets our needs and has everything we need to save time to ensure that our business runs smoothly. We are continuing to work closely with the OMS team who are both experienced and efficient to make the system even better and more tailored for our business

Kim McGinley

Director, Vibe Financial