How Omnify MY works

The first screen after sign-in — a single briefing on one screen, ordered by what needs you first rather than a grid of cards.

• A headline figure — revenue invoiced this month — with a Money breakdown into Collected, Outstanding, Expenses and Wages
• A "Needs You" list: overdue invoices, follow-ups due, and anything else waiting on a decision, in one place
• A "Lately" feed of recent activity across every module, so you can see momentum without opening a separate report

A structured pipeline for every prospect, from first contact through to a closed deal.

• Full contact and deal details — name, email, phone, company, source, expected value
• Move a lead through New → Active → Qualified → Won / Lost
• Schedule follow-ups and keep a running notes log of every interaction
• Filter by pipeline stage, keep a separate Contacts view, and review Lead History by date range

Manual entry becomes a bottleneck as you grow, so leads can flow in from outside Omnify automatically.

• Form Builder — build a custom lead form in Omnify (question types, required fields, your logo and brand colour, a custom thank-you message) and get a shareable link for a WhatsApp broadcast, a social bio, or an ad campaign
• Embeddable website form — paste a ready-made snippet onto your own site to turn any page into a capture point
• Webhook / API access — connect Google Forms, Elementor, Typeform, or Facebook Lead Ads through Zapier or Make.com, and a submission becomes a lead within seconds (see the Lead API reference below for the full contract, fields, and rate limits)

Every invoice and quotation rolled up by the company it belongs to, so a repeat client is one row with its whole history — not a name retyped slightly differently on every document.

• Each customer shows its contacts, invoice and quotation counts, total paid, outstanding, and last activity date
• "Needs Review" groups documents not yet linked to a customer by client name, so a whole batch can be assigned at once
• An editable master profile per customer (contact details, plus TIN and Business ID for e-invoicing) — editing it never rewrites invoices you have already issued
• Merge duplicates: documents move across, blank fields fill in from the other record, and old links keep working

Send a professional quote and track it from draft through to a decision.

• Build an itemised quotation and send it straight to the client
• Print or download a cleanly formatted PDF at any time
• Search and filter your complete Quotation History

The full lifecycle of a client invoice — created, sent, paid, or corrected — without a separate accounting tool.

• Itemised line items with subtotal, tax, and total calculated automatically
• A default 6% SST rate, adjustable per invoice where needed
• Invoice numbers generated automatically — no manual numbering to manage
• Send an invoice by email with the PDF attached, or download and print it yourself
• Track status through Pending, Sent, Paid, Overdue, and Cancelled
• Issue Credit, Debit, or Refund Notes against a sent invoice — linked back to the original for a clear audit trail, rather than silently editing a real invoice
• Capture a buyer's tax reference number (TIN) for proper business record-keeping

More than a spending log — a way to manage spend against a plan, with warnings before you exceed it.

• Log every expense with category, amount, date, and payment method
• Set a monthly budget and track spend-to-date, with a progress bar that warns at 70% and alerts at 90%
• Set per-category budgets with their own individual progress tracking
• Budget history is preserved month over month for comparison

Malaysian payroll automated — EPF, SOCSO, and tax applied correctly, with full visibility before anything is finalised.

• Maintain an employee roster with position, department, basic salary, and individual statutory rates
• Run payroll with a live preview: basic salary + allowances + overtime − unpaid leave − EPF − SOCSO − tax = net pay
• Add custom allowance or deduction lines per run (transport allowance, salary advance, and so on)
• Unpaid leave is calculated automatically (basic salary ÷ 26 working days × days taken)
• Every run is kept permanently in Payroll Records, with a summarised Payroll Report

Staff management in the same tool that runs payroll, with a mobile self-service portal so requests reach you instead of arriving over WhatsApp.

• Leave — staff request time off from the portal; Owners, Admins and Managers approve or reject it (Finance can log but not approve). Balances track by leave type, and approved unpaid leave flows straight into the payroll run
• Attendance — staff clock in and out from the portal; every record shows on one page, with the clock-in location on a map when the device could capture it
• Claims — staff submit an expense claim with a receipt photo; once approved and marked paid, the reimbursement is booked as a real expense automatically, counting toward budgets with no separate entry
• Staff get portal access by self-registering with the Organisation ID and their work email — no per-seat cost

For anyone selling physical products, an instant check on the true margin of each item.

• Enter cost price, selling price, and quantity for instant margin percentage and profit
• Batch Entry — add a whole product range by cost first, then set every selling price side by side once the full list is visible, and save them together
• Review past calculations in Margin History

Every module pulled into one view, so you can read business health without cross-referencing reports.

• Lead conversion rate — won leads as a share of total leads
• Total revenue from paid invoices, and net position after expenses
• Performance broken down by module
• A 6-month revenue-versus-expenses trend on Premium

For your accountant, a tax filing, or your own records — every core dataset exports on demand.

• Export Leads, Invoices, Expenses, Payroll, or Employees
• Choose CSV or Excel (XLSX)
• One click per module from a dedicated Downloads page

Grow past a single user with controlled access, so staff see only what their role allows.

• Invite team members by email, assigning their role at the time of invitation
• Six roles with different access levels: Owner, Admin, Manager, Sales, Finance, and Viewer
• Change a member's role at any time, or remove them from the organisation
• Cancel a pending invitation before it is accepted

A built-in assistant, available from anywhere in the app, for getting unstuck without waiting on email.

• Ask about any module — leads, invoices, payroll, expenses, margin, HR, or account settings — and get a plain-language answer instantly
• On the Dashboard, Analytics and Customers pages Alice can also read your own account data — she'll name the companies you haven't invoiced in 60+ days when you ask who to follow up with
• Submit a support ticket directly from the conversation, with the chat attached so nothing needs re-explaining
• Request a human follow-up in one click when a question needs a real person

Subscriptions, payments, and account setup handled inside the platform.

• Three tiers — Free, Starter, and Premium — billed monthly or yearly
• Secure card payments via Stripe, with referral and promo codes supported at checkout
• Upgrade or downgrade mid-cycle; unused time on your current plan is credited automatically
• A subscription receipt with a PDF invoice is emailed after every payment, and full payment history lives on your Profile
• Sign in with email and password or with Google, and reset a forgotten password without contacting support