Help / OmniHorizon AI CRM

How to · OmniHorizon AI CRM

Keep a customer history useful

A Windows business workspace for customer records, stock, quotes, and invoices, with a local data model. Check the controls in your installed version before acting.

  1. Create or open the customer record.
  2. Attach the relevant quote and invoice work to that customer.
  3. Review the record when the customer returns rather than re-entering prior details.

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