Sales Operations

Auditable Infrastructure for
CRM & Deal Pipelines

Sales teams constantly outgrow rigid CRM tools like Salesforce or Hubspot. With Omnismith's headless engine, you can adapt your sales schema instantly while maintaining perfect audit logs to guarantee fair commission payouts.

Clone CRM Blueprint Read the Docs

The Brittleness of Traditional CRMs

Standard CRMs become a tangled mess of unused fields and broken workflows within months. Worse, when sales commissions are on the line, untangling exactly who moved a deal forward and when is often impossible.

✗ Adding a new product line requires weeks of consulting and custom Apex development.
✗ Commission disputes occur because the exact timeline of a 'Closed Won' deal cannot be verified.
✗ Generic permissions mean Junior Reps can accidentally overwrite critical account details.
✗ Exporting and importing CSVs constantly because the CRM API is rate-limited or complex.

The Relational CRM Blueprint

Omnismith's headless engine lets you define your sales process dynamically. Create separate templates for Companies, Contacts, Deals, and Sales Reps, linking them together to form a highly flexible, queryable graph.

✓ Dynamic Templates: Add a 'Renewal Date' field to a Deal instantly.
✓ Relational Schemas: Link a Deal directly to multiple Contacts and a Sales Rep.
✓ Zero-Migration Engine: Schema changes deploy immediately without breaking API endpoints.
✓ Deploy in seconds via the Blueprint Marketplace.

Template: Deal Pipeline

Deal Stage List — Discovery / Proposal / Won

Deal Value ($) Number

Close Date Date

Primary Contact Reference → Contact

Assigned Rep Reference → Sales Rep

Malleable Starting Point

Customize with Claude Desktop or Claude Code

What you say next to Claude

Blueprints in Omnismith are malleable starting points rather than rigid templates. Ask Claude to install this blueprint into your Omnismith project, then reshape the resulting schema in plain English:

Prompt for CRM & Deal Pipeline

Install the CRM Deal Pipeline blueprint into my Omnismith project, then adapt the resulting schema: add a 15% partner referral commission field to the Deal template and alert our sales channel whenever deal size exceeds $10,000.

Runs via Omnismith MCP Server (https://mcp.omnismith.io/mcp) Claude MCP setup guide

Enterprise RBAC & Collaboration

In a CRM, visibility is power. Omnismith allows you to grant granular permissions. Sales Managers get full pipeline visibility, while Account Executives can only see and edit the deals assigned to them.

Deny

Cannot see unassigned accounts

View

Read-only — for Finance teams

Edit

Update stages on assigned deals

Full

Full Pipeline Admin control

Scoped Visibility

Ensure Account Executives only view and modify Deals they own, while granting the RevOps Team read-only access across the entire organizational graph.

Immutable Commission Auditing

Did John move the deal to 'Closed Won' before the end of the quarter, or did he backdate it? With Omnismith, every single attribute change generates a permanent ledger entry. Commission disputes vanish.

✓ Track exactly *who* changed a Deal Stage and *when*.
✓ Verify historical deal values instantly at the time of closing.
✓ Filter historical pipeline velocity by sales rep.

Deal Stage Audit Log

[email protected] 3 days ago

Changed Deal Stage: Proposal → Negotiation

[email protected] 1 day ago

Changed Deal Value: $45,000 → $55,000

[email protected] 11:58 PM

Changed Deal Stage: Negotiation → Closed Won

API-First Integrations & Automation

Sync lead data from your marketing site directly into Omnismith via REST API. Trigger webhook automations when deals close to notify the team in Slack and kick off customer onboarding.

# 1. Node.js: Creating a new lead from a form

await fetch("https://api.omnismith.io/v1/entities/template/contact", {
  method: "POST",
  headers: {
    "Authorization": "Bearer omni_token_xxx",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    attributes: {
      email: "[email protected]",
      lead_score: 85
    }
  })
});

# 2. Webhook: Firing Slack celebration on "Closed Won"

// Trigger: "Deal Stage changes to Closed Won"

POST https://hooks.slack.com/services/T00/B00/XXX
Content-Type: application/json

{
    "text": "[DEAL CLOSED]\nAccount: Acme Corp\nValue: $55,000\nRep: [email protected]"
}