Company profile, service type, fee percentage, portal branding, signed proposals, notes, and activity logs stay in one place.
Sales Software
Commercial control for recruitment agencies that sell, scope, and grow accounts.
Omelion covers the revenue side of the agency: clients, contacts, leads, deals, job intake, saved filters, proposals, account ownership, and dashboards that connect commercial context to later delivery.
CRM Foundation
Clients, contacts, leads, and deals are treated as operating data, not just records.
The commercial layer needs to carry forward into delivery. Omelion keeps fee logic, service type, notes, files, activities, ownership, and account history tied to the same platform where jobs are later created and fulfilled.
Editable contact records, custom fields, notes, and client relationships make CRM people data easier to reuse.
Store company data, labels, files, activities, linked contacts, outreach history, and conversion paths to deals.
Deal records can carry fee logic, contacts, notes, status, and activity logs up to the moment a role becomes live work.
Client Management
Client records are built to support both account growth and portal delivery.
Portal access controls
Enable portal access, candidate notifications, portal logo display, and welcome-email workflows at the client level.
Advanced filtering and saved views
Create private, team, or organization-level filter sets with AND/OR condition groups for account segmentation.
Direct portal user management
Admins and sales teams can manage client portal users directly from the account record instead of jumping across tools.
What a client record can hold
Commercial profile
Industry, service type, company size, website, POC details, fee percentage
Account files
Signed proposals, uploaded logos, notes, and retrieval-ready documents
Portal settings
Branding, access enablement, welcome-email state, and colleague management hooks
Operational traceability
Activity logs, linked jobs, and saved filtered views for account oversight
Lead-To-Job Flow
The commercial journey keeps its context as demand turns into live vacancies.
Omelion helps teams carry the right context from acquisition to delivery so recruiters are not handed incomplete jobs with missing fee, contact, or account history.
01
Lead capture
Create structured leads with company context, activities, files, labels, and linked contacts.
02
Deal creation
Convert promising acquisition work into a commercial opportunity with fee logic and ownership.
03
Client onboarding
Create the account record, upload proposals, configure portal settings, and keep commercial notes accessible.
04
Job intake
Create the vacancy inside the same platform that already knows the client, contacts, fees, and account context.
Dashboard & Visibility
Commercial leadership needs more than a pipeline count.
Dashboard
Revenue logic, hires, fill rate, client metrics, recruiter views, and trend cards
Account manager scope
Controlled visibility into selected sales users and reporting lines
Sales ownership
Commercial workflows with scoped delivery visibility based on menus and modules
Roles & Access
Sales software inside Omelion is scope-aware.
Access is shaped by role, enabled modules, menu permissions, and reporting scope. That means sales leaders, account managers, and admins can work from different visibility models without maintaining separate systems.
Commercial teams can control account workflows while keeping the handoff into delivery cleaner.
Support selected-user views and reporting-line access where leadership needs to see only part of the sales function.
Commercial Page Cluster
The sales suite should route buyers into the specific commercial functions they care about.
This part of the site should not stop at a broad CRM story. Buyers often want to go directly into client management, lead and deal handling, visibility logic, or the broader platform architecture from the commercial lens.
Clients CRM
Account records with proposals, portal settings, notes, and filters.
Go deeper into how Omelion structures live client management.
Leads & Deals Acquisition records, activities, contacts, and conversion flows.Review the commercial path from prospecting to account creation.
Commercial Visibility Dashboards, ownership, and scoped views for sales leadership.See how the platform shapes access for sales and account managers.
Feature Architecture Place commercial control inside the broader operating model.Use the architecture view to show how commercial context connects to delivery.
Next Step
See how commercial context carries into the rest of the platform.
Review how Omelion connects CRM, job intake, recruiter workflow, and client delivery without forcing teams across disconnected tools.