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OmniHorizon AI CRM

START HERE · COMPLETE WALKTHROUGHHow to use OmniHorizon AI CRMFollow the full step-by-step guide with lettered screenshots.Open the illustrated guide →

A Windows business workspace for customer records, stock, quotes, and invoices, with a local data model.

Product details · Microsoft Store listing

What you can do

• Keep customer records, stock, quotes, and invoices in one Windows workspace.
• Carry quote details into an invoice instead of re-entering them.
• Review business activity from the dashboard.

More step-by-step help

• Work from quote to invoice
• Review stock before quoting
• Keep a customer history useful

Limits and review points

• This guide does not establish a backup, payment, tax, or invoice-delivery integration; confirm those steps in your own workflow.

Troubleshooting

A quote or invoice has an unexpected item

1. Review the customer, stock item, quantity, and amount in the source record.
2. Correct and review the document before sharing it.

A quote and invoice differ

1. Compare the original quote line items, quantities, taxes, and terms with the invoice.
2. Correct the source or invoice before exporting or sharing it.