Combine the power of AI automation, intelligent CRM, and seamless integrations in one sophisticated platform built exclusively for modern advisors.
No credit card required • 14-day free trial • Cancel anytime
Trusted by Industry Leaders
Acme Advisory
Agency
Summit Financial
Independent
Apex Insurance Group
Enterprise
Premier Benefits
Agency
Elite Advisors
Independent
Nationwide Partners
Enterprise
See how our AI-powered platform transforms your daily workflow
Speak naturally to control your entire CRM. From the office or on-the-go, Omnial responds instantly to your voice commands.
Speak like you're talking to a colleague. No commands to memorize.
Desktop, mobile, or hands-free. Your command center travels with you.
Call clients, schedule follow-ups, check pipeline—all in seconds.
Your AI-powered observation layer that watches, learns, and surfaces insights across your entire CRM
Omnial observes every CRM action in real-time, building context and understanding patterns
Multiple specialized agents work together to handle different aspects of your business
No training required. Omnial learns your workflow and adapts to how you work
See how we stack up against traditional CRMs
From prospecting to closing, Omnial streamlines every step of your advisory process
From inquiry to first contact
Lead fills contact form
AI enriches data automatically
Creates CRM record + assigns owner
Sends personalized welcome email
Instant policy quotes
Ask terminal for quote
AI pulls client data
Generates customized quote
Sends to client & logs activity
Never miss a touchpoint
Set follow-up triggers
AI monitors deal progress
Auto-sends reminders
Updates status in real-time
Instant insights
Ask "Show my pipeline"
AI analyzes all deals
Generates visual dashboard
Highlights action items
A comprehensive suite of professional tools designed exclusively for high-performing advisors
Control your CRM with natural language commands powered by Google Gemini
AI-powered recommendations for next best actions and opportunities
Set up intelligent workflows that trigger based on behavior and events
Drag-and-drop deal management with customizable stages and real-time updates
Comprehensive contact and household tracking with relationship mapping
Never miss a follow-up with intelligent task management and reminders
Bi-directional sync with Salesforce, HubSpot, Zoho, and more
SOC 2 certified with row-level security, audit logs, and compliance controls
Real-time dashboards, forecasting, and performance insights
Join thousands of advisors who transformed their practice with Omnial
"Omnial transformed how our agency operates. The AI terminal alone saves us 10+ hours per week on routine tasks."
Sarah Mitchell
Agency Owner
Premier Benefits Group
"The multi-CRM sync is a game-changer. We can finally keep Salesforce and our internal tools perfectly aligned."
Michael Chen
Sales Director
Summit Financial Advisors
"I've tried every CRM on the market. Omnial is the only one built specifically for advisors. The difference is night and day."
Jennifer Rodriguez
Independent Advisor
Rodriguez Advisory
Your data is protected by industry-leading security standards
SOC 2 Type II
Security & compliance certified
GDPR Compliant
European data protection
ISO 27001
Information security management
HIPAA Ready
Healthcare data protection
99.9% Uptime SLA
Guaranteed availability
Bank-Level Encryption
AES-256 encryption
50,000+
Active Advisors
Trust Omnial daily
$2.4B
Revenue Tracked
Through our platform
99.9%
Uptime SLA
Guaranteed reliability
4.9/5
Customer Rating
From 12,000+ reviews
From solo advisors to enterprise agencies, we have a plan that fits your needs
Perfect for solo advisors
For growing teams
For large organizations
Experience the platform that combines AI intelligence, seamless integrations, and sophisticated CRM tools in one beautiful interface.