Your revenue team works faster.
AI handles the busywork with your approval.
Omvika helps Salesforce and CRM teams qualify leads, update records, and prepare follow-ups — with human review before any action runs.
No commitment · We respond within 1 business day
Useful automation without
giving up control
Omvika is built for teams that want automation to be practical, reviewable, and easy to trust. Each workflow is scoped to a specific job, tied to Salesforce and the tools your team already uses, and designed to keep people in control of CRM updates, outbound messages, and pipeline changes.
Lead qualification
Score inbound leads, route them to the right rep, and prepare the next step for review before any CRM update is made.
CRM record updates
Keep contact, activity, and pipeline data current with proposed updates your team can review before anything changes.
Sales follow-up drafting
Prepare follow-up emails based on deal activity, inactivity, or meeting context so reps can review and send faster.
Revenue workflow handoffs
Automatically trigger follow-on tasks in your CRM, inbox, or ops tools when a deal advances, with review before they run.
From signal to action,
with your team in control
Omvika fits into your existing stack quickly. Each workflow is configured once and runs with your team's oversight.
Connect your systems
Connect Salesforce, email, and other business tools using scoped OAuth access.
Define your workflow
Set the trigger, define what Omvika is allowed to suggest, and mark which steps require a human decision.
Review proposed actions
Omvika surfaces recommended updates, drafts, and next steps with the context behind each one.
Approve and execute
Your team approves, edits, or rejects actions before they run. Each decision is recorded.
Built for teams that need
review, boundaries, and visibility
Omvika is designed for workflows where automation needs oversight. You decide what can happen automatically, what needs review, and how each action is tracked.
Human approval
No CRM update, outbound message, or workflow action runs without a human approving it first. Configurable per workflow.
Scoped permissions
Every agent runs with the minimum access needed for its job. Actions outside that scope are blocked, not just flagged.
Action history
Every proposed action, approval, rejection, and execution is logged with timestamps, user identity, and full reasoning. Immutable records.
Your data stays yours
Omvika does not train on your CRM data or customer records. Data is processed only to execute approved workflows.
Where teams start first
Examples of practical workflows Omvika can help automate early.
Talk to us about
your workflow
We're working with a small number of early teams to design practical, approval-based automation for CRM and revenue workflows.
- Pilot support from the Omvika team
- Founder pricing locked in for early customers
- Input on workflow and roadmap priorities