Omni5.app — Complete Reference
Everything explained — features, what we do, what's self-serve, one-time costs and monthly add-ons.
All prices in INR • GST 18% additional • Annual = setup fee waived
The first thing every new customer needs — getting onto WhatsApp Business API. This is the most critical step and where most platforms leave you on your own. We don't.
| Service / Task | What it involves | Professional | Business | Agency | Self-Serve? | One-Time Setup |
|---|---|---|---|---|---|---|
| WABA Application | Applying to Meta for WhatsApp Business API — business docs, phone number registration, category selection. Can take 2–7 days. Meta rejects ~30% first try. | Guide provided | We assist | We handle fully | Partial | All tiers |
| Meta Business Verification | Verifying your business on Meta Business Manager — legal documents, domain verification, trust score build-up. Needed to unlock higher messaging limits. | Guide provided | We guide | We handle | Partial | All tiers |
| WABA Sender Name Approval | Getting your business display name approved by Meta. Rejections are common — wrong format, policy mismatch, name not matching legal entity. | Self-serve | We submit | We submit | Yes | All tiers |
| WhatsApp Number Connection | Linking your phone number to the WABA account, OTP verification, and removing from personal WhatsApp if needed. | Self-serve (guided) | We do it | We do it | Yes | All tiers |
| Business Profile Setup | Profile photo, business description, category, website, email on your WhatsApp Business profile. Small but affects trust. | Self-serve | We do it | We do it | Yes | All tiers |
| Platform Account Creation | Creating your Omni5 workspace — org name, timezone, branding, default settings. | Self-serve | We do it | We do it | Yes | All tiers |
| Team Members & Roles | Adding agents, supervisors, admins — setting permissions, inbox assignments, notification preferences. | Self-serve | We configure | We configure | Yes | All tiers |
All conversations across channels land in one shared inbox. Your team assigns, replies, notes and closes from a single view — no app switching.
| Feature | What it does | Professional | Business | Agency | Self-Serve? | One-Time Setup |
|---|---|---|---|---|---|---|
| WhatsApp Inbox | Multi-agent shared inbox — assign conversations to team members, add internal notes, labels, reply as team. Full conversation history. | ✓ | ✓ | ✓ | Yes | — |
| Email Inbox | Connect Gmail, Outlook, or custom SMTP. Manage email exactly like WhatsApp — same interface, same team. | ✓ | ✓ | ✓ | Yes | — |
| Telegram | Connect your Telegram bot — all incoming messages appear in the shared inbox alongside WhatsApp and Email. | — | ✓ | ✓ | Yes | — |
| Facebook Messenger | Receive and reply to Facebook page messages from the Omni5 inbox. | — | ✓ | ✓ | Yes | — |
| Instagram DM | Manage Instagram direct messages in the shared inbox. No more switching between apps. | — | ✓ | ✓ | Yes | — |
| WA Numbers | Number of WhatsApp Business numbers you can connect (e.g. Sales: +91-XXXXX, Support: +91-YYYYY, Dispatch: +91-ZZZZZ). | 1 number | 3 numbers | 10 numbers | Yes | — |
| Team Members | Total agents, supervisors and admins who can log in and use the platform. | 5 members | 15 members | 50 members | Yes | — |
| Contacts | Total contacts you can store. We NEVER charge extra for contacts — unlike Gallabox, AiSensy, Wati. | Unlimited | Unlimited | Unlimited | Yes | — |
| Conversation Assignment & Routing | Assign conversations to specific agents, auto-route by keyword or label, set SLA timers for response time. | ✓ Basic | ✓ Full | ✓ Full | Yes | — |
Automate responses, build interactive forms, and nurture contacts through multi-step journeys — all without coding.
| Feature / Service | What it does | Professional | Business | Agency | Self-Serve? | One-Time Setup |
|---|---|---|---|---|---|---|
| Chatbot / Auto-Responder | Keyword-triggered replies — customer sends "hi", bot replies with menu. Business hours replies, FAQ answers, department routing. Works 24/7. | Platform — self-setup | Platform + We design 3 flows | Platform + We design 5+ flows | Yes | All tiers (design) |
| WA Templates — Design | WhatsApp templates for broadcasts and transactional messages — header, body, footer, CTA buttons. Must match Meta formatting or get rejected. | Self-serve | We design 3 templates | We design 5+ templates | Yes | All tiers (design) |
| WA Templates — Submission | Submitting templates to Meta for approval. Wrong category, restricted words, or policy violations = rejection. We know the patterns. | Self-serve | We submit | We submit | Yes | All tiers |
| WA Flows (Interactive Forms) | Meta's native interactive forms inside WhatsApp — lead capture, booking forms, feedback surveys, catalogue browse with multi-step logic. Not simple to build. | Self-serve (platform) | We design 2 flows | We design 5+ flows | Complex — no-code builder | Standard+ (design) |
| Flow Builder (Visual) | Drag-drop canvas to build WA Flows — add screens, conditions, dropdowns, date pickers, image pickers. Preview before submitting to Meta. | ✓ Full access | ✓ Full access | ✓ Full access | Yes | — |
| User Journeys / Drip Automation | Visual automation: contact joins group → send welcome → wait 1 day → send offer → if no reply → follow up. Trigger by tag, form, event, or date. | 3 active journeys | Unlimited — we setup 2 | Unlimited — we setup 5+ | Yes (visual builder) | Standard+ (design) |
| Automation Triggers & Conditions | Set triggers — contact tag added, form submitted, specific keyword, date-based (birthday, anniversary), API event. With AND/OR conditions. | ✓ Basic | ✓ Full | ✓ Full | Partial | Standard+ |
| Template AI Builder | AI-assisted template writing — suggests content, checks Meta compliance score, predicts approval probability. | ✓ | ✓ | ✓ | Yes | — |
Track every lead from first message to closed deal — stage pipeline, deal value, inline conversation, and quick quote sending built in.
| Feature / Service | What it does | Professional | Business | Agency | Self-Serve? | One-Time Setup |
|---|---|---|---|---|---|---|
| Deals & Enquiry Tracker | Track leads by stage (New → Contacted → Quoted → Won/Lost), set deal value, add notes. WhatsApp conversation built right in — no switching screens. | Self-serve (platform) | We setup fully | We setup fully | Yes — platform provided | Standard+ includes setup |
| Custom Pipeline Stages | Define your own sales stages that match how you actually work. E.g. "Site Visit Scheduled", "Sample Sent", "Negotiation". | Self-serve | We configure | We configure | Yes (once shown) | Standard+ |
| Quick Quote | Send a formatted quote as a WhatsApp message + shareable link. Customer can view and accept online. Deal value auto-updated, stage moves to Quoted, note logged automatically. | Self-serve | We design 1 template | We design 3 templates | Yes — platform provided | Standard+ includes design |
| Auto Follow-up on Proposals | If proposal not accepted in X days — auto-send a WhatsApp follow-up. Customisable delay and message. | ✓ | ✓ | ✓ | Yes | — |
| Product / Service Inventory | Coming soon — maintain a digital catalogue of products/services with pricing, images, and descriptions. Will integrate with quotes and broadcasts. | Coming Soon | Coming Soon | Coming Soon | — | — |
| Contact Import & Cleanup | Import existing contacts from CSV, Excel, or previous CRM. We handle deduplication, field mapping, tag assignment, group placement. | Self-serve up to 5,000 | We handle up to 20,000 | We handle unlimited | Partial | All tiers |
| Tags & Custom Fields | Add any custom field to contacts (e.g. Car Model, Budget, City, Last Purchase Date). Build tag taxonomy for broadcast segmentation. | ✓ | ✓ | ✓ | Yes | Covered |
| Contact Groups & Segments | Create static or dynamic lists for broadcast targeting — e.g. "Customers who bought in last 30 days", "Leads from Instagram". | ✓ | ✓ | ✓ | Yes | — |
| Import / Export | Export any contact list or conversation history as CSV. Import from any source. | ✓ | ✓ | ✓ | Yes | — |
Three distinct types of messaging — bulk campaigns, automated drip sequences, and API-triggered transactional alerts. Each serves a different purpose.
| Feature / Service | What it does | Professional | Business | Agency | Self-Serve? | One-Time / Add-on |
|---|---|---|---|---|---|---|
| Broadcast Campaigns (platform) | Send bulk WhatsApp or Email campaigns to segmented lists — promotions, re-activations, announcements. Scheduled or instant. Analytics included. | 30/mo — self-serve | 100/mo — self-serve | Unlimited — self-serve | Yes | — |
| Broadcast Copywriting | Writing the message — subject line, body text, CTA, emojis, tone of voice. Requires understanding your audience. | Self-serve | Self-serve | Self-serve | Yes | Growth Partnership ₹3,999/mo |
| Broadcast Design (images/carousels) | Designing header images, product carousels, offer graphics for rich media templates. | Self-serve | Self-serve | Self-serve | Yes | 3 templates in Basic/Standard/Agency setup |
| Monthly Broadcast — Done For You | We write, design, segment and send 2 campaigns per month on your behalf, with reporting. Your approval required before sending. | Add-on only | Add-on only | First 3 months included | No | Growth Partnership ₹3,999/mo |
| Broadcast Performance Analytics | Delivered, read, replied, clicked rates. Campaign comparison. Unsubscribe tracking. | Self-read (platform) | Platform + we review | Platform + AM reviews | Yes | — |
| Nurture / Acknowledge — Journeys | Drip sequences — welcome series, post-purchase follow-up, re-engagement, feedback requests. Visual builder. | 3 active | Unlimited | Unlimited | Yes (visual builder) | Standard+ (we build) |
| Transactional Messages (API) | API-triggered messages — order confirmations, OTP verification, payment receipts, shipping updates, appointment reminders. Your dev triggers via REST API. | — | 50,000 req/day | Unlimited | Dev team required | — |
| Transactional API Access | REST API to send messages programmatically from your website, app, or ERP system. | — | Full access | Full + priority rate limits | Dev team required | — |
| BBC CRM & Website Integration (Complimentary) | Pre-built WA integration for BBC-built CRMs and websites. Lead submission confirmations, order/booking updates, payment receipts, service alerts — all sent automatically via WhatsApp. No API development needed; BBC configures it during onboarding. | ✓ Complimentary | ✓ Complimentary | ✓ Complimentary | No — BBC configures | All tiers (BBC onboarding) |
| A/B Testing on Broadcasts | Test two message variants on a sample, auto-send winner to full list. | — | ✓ | ✓ | Yes | — |
| Drip Sequences | Time-delayed automated follow-up messages — Day 1: Welcome, Day 3: Offer, Day 7: Reminder. | ✓ Basic | ✓ Full | ✓ Full | Yes | — |
For agencies that manage multiple clients — each client gets their own isolated workspace. With full white-labelling, clients never see Omni5.
| Feature / Service | What it does | Professional | Business | Agency | Self-Serve? | One-Time Setup |
|---|---|---|---|---|---|---|
| Client Accounts (Sub-Tenants) | Each client gets their own isolated workspace — separate contacts, team, WhatsApp number, data. You manage all from a single agency dashboard. | — | — | Unlimited | Yes (platform) | Agency Setup ₹50,000 |
| Client Onboarding Framework | A template workspace + default flows + onboarding checklist you can deploy for each new client — built once, reused forever. | — | — | We build it | No | Agency Setup ₹50,000 |
| Embedded WABA Signup | Your clients connect their WhatsApp number directly inside your branded platform — no manual Meta process needed. Powered by Meta's Embedded Signup API. | — | — | ✓ Full | Platform feature | Agency Setup |
| Custom Branding | Your logo, primary colour, accent colour, and favicon replace all Omni5 branding. Clients log into a platform that looks like yours. | — | — | We apply | No | Agency Setup ₹50,000 |
| Custom Domain | Platform runs on your domain — e.g. crm.youragency.com. SSL certificate included. DNS change required on your domain registrar. | — | — | We configure | No | Agency Setup ₹50,000 |
| Custom SMTP | All system emails (invitations, notifications, reports) sent from your domain — e.g. noreply@youragency.com. No "Sent via Omni5". | — | — | We configure | No | Agency Setup |
| Remove Omni5 Branding | "Powered by Omni5" removed from all client-facing surfaces. Login page, emails, platform footer. | — | — | ✓ Full | N/A | Agency Setup |
| Full API + Webhooks | Complete REST API to all platform features. Integrate with your ERP, website, payment gateway. Priority rate limits. | — | ✓ Full | ✓ Full + Priority | Dev team required | — |
| Dedicated Account Manager | Named AM assigned to your account — WhatsApp line, monthly strategy call, escalation point, broadcast review. | — | — | ✓ Included | N/A | — |
| Deliverable | Basic ₹15,000 For Professional |
Standard ₹25,000 For Business |
Agency ₹50,000 For Agency Plan |
|---|---|---|---|
| WABA Application & Meta Verification | We guide | We handle | We handle |
| WhatsApp Number Connection | We do | We do | We do |
| Sender Name Submission | We submit | We submit | We submit |
| Team & Roles Configuration | We configure | We configure | We configure |
| Chatbot / Auto-Responder Flows | 3 flows | 5 flows | 10+ flows |
| WhatsApp Templates (designed + submitted) | 3 templates | 5 templates | 10+ templates |
| WA Flows (interactive forms) | — | 2 flows | 5+ flows |
| User Journeys / Drip Setup | — | 2 journeys | 5+ journeys |
| Contact Import & Cleanup | Up to 5,000 | Up to 20,000 | Unlimited |
| Deals & Enquiry Tracker Setup (stages, pipeline) | — | Full setup | Full setup |
| Proposal Template Design | — | 1 branded template | 3 branded templates |
| Product / Service Inventory Import | — | Coming soon | Coming soon |
| Custom Branding Applied | — | — | Full |
| Client Onboarding Framework | — | — | Built for you |
| Broadcast Templates Designed | — | 3 templates | 5 templates |
| Monthly Broadcast Design (first months) | — | — | 3 months included |
| Training Sessions | 1 × 1hr | 2 × 1hr | 3 × 1hr + ongoing |
| Dedicated Account Manager Assigned | — | — | ✓ |
| Delivery Timeline | 5–7 business days | 7–10 business days | 5 business days (priority) |
Optional ongoing services — available to all plans unless noted. These cover the work most businesses can't do themselves consistently.
2 broadcast campaigns per month — we write, design, segment and send. Your approval required. Includes performance report.
Monthly review and optimisation of automation flows — fix broken triggers, update templates for new Meta policies, add new flows.
Monthly dashboard review call + PDF summary — message volume, response times, broadcast performance, CRM conversion, recommendations.
Named AM assigned to your account — WhatsApp line for direct access, monthly strategy call, escalation support, broadcast review sign-off.
Professional & Business plans start with a 14-day free trial. Agency — book a demo call.
All prices in INR • GST 18% additional • No credit card required for trial • Cancel anytime
