Finance
Treasury (Finance): CRM, billing, and handoffs together
Treasury (Finance) teams usually stall when clients ask for status because there is no portal. Omni Group gives Finance operators a client portal your buyers can actually log into, starting from Launch at €79 / $89 per month. Expert services are scoped deliverables — a portal, documents, or a live page — not a custom rebuild of the whole practice.
- • renewals surprise the team because dates live in chat
- • invoices and delivery status live in different tools
- • operations still copy data between CRM and billing
Launch
€79 / $89
Start on Launch, then add a scoped expert service if this niche needs a done-for-you setup.
Growth
€249 / $279
Start on Launch, then add a scoped expert service if this niche needs a done-for-you setup.
Scale
€429 / $469
Start on Launch, then add a scoped expert service if this niche needs a done-for-you setup.
Vertical package
Ready to buy€790/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Discover local leads
discover
- 2. Score leads
score
- 3. CRM capture
create-contact
- 4. Outreach sequence
sequence
- 5. Follow-up
run
- 6. Billing
invoice