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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The team at Clever Lending have had a seamless transition from office working to home working, with OMS being cloud based it made our initial home working tests very easy to implement to a full home working operation. With case information and documents store on the cloud, we have been able to get everything we need at the touch of a button. As a manager, I’ve been able to keep a track of case process, staff activity and run MI reports with ease.

Kevin Blount

Clever Lending
The ability to work from home in these challenging times has been made much easier by having a CRM system that is cloud based, fast and supported by a very knowledgeable team. I've used OMS for two years now after giving up with their competitors. OMS adapts to how you work and they are always improving it. My clients love the information it provides them and they can keep updated 24/7 on progress of their case by logging in. I still feel I'm in my office with the information it provides and it's one less thing to think about in the current situation.

Simon Allen

Director, Searchlight Finance Limited