CRM template with service orders connected to Omie: sales and operations together

A CRM template with service orders connected to Omie puts sales and operations in the same flow. The sales team's opportunities and the service orders start talking to Omie, which reduces rework and double updating between areas. With Jestor, this comes as a ready-made template you can edit.

Why keeping sales and operations apart is costly

When the CRM lives far from the ERP, every won deal has to be re-entered into operations — and sometimes a third time into finance. This creates data mismatches and delays service execution.

A template that's born integrated with Omie removes that friction from the path.

What the template connects

Opportunities by temperature (hot, warm, and cold)
Kanban of opportunities by stage
Clients, companies, services, and departments
Service orders integrated with Omie
A single view across sales and operations

How the division of roles works

Jestor handles the operational process: CRM, stages, and service orders
Omie runs the fiscal and accounting side
Data flows between the two through native integration, no middlemen
Each system does what it does best, without duplicating work

The Jestor solution

The Jestor CRM with Omie-integrated service orders template already includes an opportunities-by-temperature dashboard, a Kanban by stage, and records of clients, services, and departments, with native integration to Omie's service orders. Important: Jestor is the operational layer that feeds the ERP — it structures the sales and service process, while Omie handles invoicing and accounting. It installs in about two minutes, no code, and works on desktop and mobile.

Frequently asked questions

Does the Omie integration use middlemen? No. Jestor's integration with Omie is native, with no middlemen of any kind.

Does Jestor issue invoices? No. Invoice issuance and accounting stay in Omie; Jestor handles the operational process.

Can I see opportunities and service orders in one place? Yes. The template unites CRM and service orders in a single view, connected to Omie.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control. With the CRM template connected to Omie, sales and operations finally move together.

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