Getting started with OmniCRM is simple. Create your account at omnicrm.com, complete the guided setup wizard, and you'll have your pipeline, contacts, and first automation live within 30 minutes. No technical knowledge, no IT team, and no external consultant required. Our onboarding assistant walks you through every step from your first login.

OmniCRM works across all major platforms and devices. The desktop app is available for MacOS and Windows. The mobile app is available for iOS (iPhone and iPad) and Android. You can also access OmniCRM directly in any modern web browser without downloading anything. All your data syncs in real time across every device so you can move seamlessly between your phone, tablet, and desktop without losing any progress or context.

OmniCRM is fully optimized for all screen sizes — every feature available on desktop is equally accessible and functional on mobile, with no features locked behind a desktop-only wall.

The OmniCRM desktop app is available for download from our Getting Started page — choose MacOS or Windows and your download starts immediately.

The iOS app is available on the Apple App Store and the Android app is available on Google Play.

Search for "OmniCRM" on either store, install the app, and log in with your existing account — your entire CRM syncs instantly with no additional setup required.

Yes. OmniCRM offers a full-featured 14-day free trial with no credit card required. During your trial you get access to every feature on the platform — pipelines, messaging, analytics, AI assistant, ticketing, project management, and integrations — with no restrictions or limitations. At the end of your trial you can choose the plan that best fits your team size and needs, or contact our team to discuss a custom arrangement.

OmniCRM offers plans for every stage of business growth — from solo founders and small teams to large enterprise organizations. Start by identifying your team size and the features you use most, then compare plans on our Pricing page. If you're unsure which plan fits your needs, our sales team is available via live chat and email to recommend the right option based on your specific use case and growth plans.

Yes. Every new OmniCRM account starts with a 14-day free trial that includes full access to all features on the platform with no credit card required. You can invite your whole team, import your contacts, build your pipelines, and test every feature during your trial with real business data.

Your data is preserved when you upgrade at the end of your trial — nothing is lost and no setup needs to be repeated.

Yes. OmniCRM offers significant savings when you choose annual billing over monthly billing. Annual plan subscribers receive up to 20% off compared to the equivalent monthly rate — the exact saving is displayed on our Pricing page next to each plan.

Non-profit organizations, educational institutions, and registered charities may also qualify for additional discounts — contact our sales team with your organization details to find out more.

Volume discounts are also available for enterprise teams with large user counts. Our enterprise sales team can put together a custom pricing proposal based on your team size, feature requirements, and contract length.

OmniCRM accepts all major payment methods — credit cards (Visa, Mastercard, American Express), debit cards, bank transfers, and mobile payment options including Paystack for users in Nigeria and other African markets. All payments are processed securely through our payment partners

You can manage your billing details, update your payment method, download invoices, and view your payment history at any time from the Billing section of your account settings.

Yes. All payments processed through OmniCRM use industry-standard SSL encryption and are handled by PCI-DSS compliant payment processors. OmniCRM never stores your full card details on our servers — all sensitive payment information is tokenized and managed directly by our payment partners. Your financial data is fully protected at every stage of the transaction.

You own your data completely. OmniCRM acts as a data processor on your behalf — we store and process your data only to provide the service you've subscribed to. We never sell, share, or use your business data for any purpose other than operating OmniCRM for your account. You can export your complete data set at any time and request full deletion of your data when you close your account.

OmniCRM is fully GDPR compliant and adheres to all major international data protection regulations. We operate a strict data minimization policy — we only collect and process the data necessary to deliver our service. Your data is never shared with third parties for marketing purposes. You can review our complete Privacy Policy for full details on what data we collect, how we use it, how long we retain it, and your rights as a data subject.

All data processing activities are documented in our Data Processing Agreement, available on request for enterprise customers who require it for their own compliance obligations.

All OmniCRM data is stored on secure, encrypted cloud servers with 99.9% uptime guaranteed. Your data is backed up automatically every 24 hours and stored in geographically redundant data centers to protect against hardware failure or regional outages. Enterprise customers can request data residency in specific geographic regions — contact our enterprise team for details on available data residency options for your organization.

OmniCRM's platform interface currently supports English, French, Spanish, Portuguese, and Arabic, with additional language support being added on an ongoing basis. The platform automatically detects your browser's language preference and adjusts the interface accordingly. You can also manually set your preferred language from your account profile settings at any time. If your language is not yet available, contact our support team — we maintain a language request list and prioritize additions based on user demand.

If you've lost access to your OmniCRM account, click the Sign In page and select Forgot Password to receive a password reset link by email.

If you no longer have access to your registered email address, contact our support team directly via our Contact Us page with your account details — our team will verify your identity and restore your access securely within one business day. For enterprise accounts, your organization's OmniCRM administrator can also reset individual user access from the Admin Panel without contacting support.

• Go to the OmniCRM login page and click Forgot Password beneath the sign-in form. Enter your registered email address and we'll send you a secure password reset link immediately. Click the link in the email — it's valid for 24 hours — enter your new password, and you're back in. If the reset email doesn't appear in your inbox within a few minutes, check your spam or junk folder.

• If you still can't find it, contact our support team via live chat or email and we'll resolve it for you quickly.

• For added security, we recommend enabling two-factor authentication on your OmniCRM account once you're back in — this can be configured in your Security Settings and prevents unauthorized access even if your password is ever compromised.