OMI Inc.
OMI Inc. is a US-based, certified Salesforce and Microsoft Dynamics partner providing CRM implementation, integration, managed services, and Agentforce/AI enablement to 1,000+ SMB, mid-market, and enterprise clients across nonprofits, healthcare, and financial services.
- Company typePrivate
- Founded1999
- HeadquartersSuwanee, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What OMI Inc. does
OMI Inc. (Outsource Management Inc.) is a US-headquartered CRM consulting firm founded in 1999 by Brad Banyas, operating principally from the Atlanta metro (Alpharetta/Suwanee, GA). The company is a certified Salesforce Partner and Microsoft Partner, and markets itself as serving 1,000+ organizations across SMB, mid-market, and enterprise tiers.
Its core offerings span four interlocking practice areas: (1) Professional Services for Salesforce and Microsoft Dynamics CRM implementation, customization, and migration; (2) Elastic Managed Services, a subscription-based support and optimization layer covering monitoring, help desk, and continuous improvement; (3) Agentforce / AI implementation services leveraging Salesforce's agentic platform and adjacent integrations; and (4) Integration services bundling partnerships with FlowGear, Qualified, Stripe, AppDirect, and AirSlate. In 2024 the firm launched a dedicated Salesforce Agentforce implementation practice and an AI-driven Sanctions Compliance Platform that targets financial services / RegTech buyers, indicating a pivot toward productized, AI-enabled offerings layered on top of the traditional implementation practice.
The business model combines time-and-materials consulting with recurring managed services subscriptions and co-sell motion through the Salesforce AppExchange as an ISV partner. Customer segments include nonprofits (Good360, Mailbox Power), healthcare (Downtown's Healthcare), packaging/industrials (Premier Packaging), and compliance-sensitive financial services firms (referenced RegTech/sanctions client). With 150+ employees and no disclosed external funding, OMI is a self-funded, services-led firm whose revenue is increasingly diversified by AI/Agentforce practice expansion and productized compliance offerings, but remains fundamentally a Salesforce/Microsoft systems integrator rather than an independent software vendor.
OMI Inc. firmographics
Firmographics- Name
- OMI Inc.
- Legal name
- Outsource Management Inc.
- Website
- https://omi.co
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- OMI Inc. is a US-based, certified Salesforce and Microsoft Dynamics partner providing CRM implementation, integration, managed services, and Agentforce/AI enablement to 1,000+ SMB, mid-market, and enterprise clients across nonprofits, healthcare, and financial services.
- Ownership category
- akta.pro rank
OMI Inc. industry classification
Industry- Product category
- CRM Consulting and Implementation Services
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- ERP/CRM/HRIS Implementation & Integration (BPAEAAAE)
- akta.pro secondary industries
- Enterprise Integration, iPaaS & Middleware Services (API/EDI) (BPAEAGAH), Enterprise Application Managed Services Outsourcing (ERP/CRM/HRIS AMS) (BPAEAMAI), ERP Implementation & Systems Integration Services (BPAEAGAA)
Keywords
Where OMI Inc. is headquartered
LocationHeadquarters
- HQ city
- Suwanee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OMI Inc. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Professional Services - Consulting: OMI generates revenue through consulting engagements for CRM strategy, digital transformation planning, and technology assessment. These are typically project-based engagements with discovery, blueprinting, and advisory services.
- Implementation Services: Revenue from Salesforce and Microsoft Dynamics implementation projects including platform setup, customization, configuration, and deployment services.
- Managed Services - Elastic Program: OMI offers monthly, hours-based service packs through their Elastic Managed Services Program. Experts handle ongoing development, administration, and routine maintenance of CRM and enterprise cloud platforms, providing recurring subscription revenue with flexible scaling.
- Agentforce/AI Implementation: Specialized implementation services for Salesforce Agentforce and AI solutions, including AI architecture, autonomous agents, HITL workflows, RAG compliance grounding, and GenAIOps governance.
- Integration Services: API and middleware integration services using FlowGear and custom development to connect disparate business systems, enabling real-time data flow and process automation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom Professional Services - Quote-based pricing |
| Subscription | Monthly | Managed Services - Flexible Hours-Based Packs |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
OMI Inc. product offering
Product offeringCore offering
OMI delivers enterprise cloud consulting, implementation, integration, and managed services for Salesforce and Microsoft Dynamics CRM platforms. As a certified partner, OMI helps SMB, mid-market, and enterprise clients design, deploy, customize, integrate, and operate CRM ecosystems with adjacent offerings in AI/Agentforce implementation, business intelligence, marketing automation, and digital transformation using FlowGear middleware.
Product overview
OMI is a professional services firm that delivers enterprise cloud solutions and managed services across CRM platforms. The company operates as a certified Salesforce and Microsoft Dynamics partner, offering a portfolio of specialized services organized around core technology practices: Salesforce services (consulting, development, implementation, integration, administration, Agentforce implementation), Microsoft Dynamics services, Digital Transformation services using Flowgear middleware, Business Intelligence implementation, Marketing Automation, and an AI practice for autonomous agents and process automation. OMI's services are delivered through flexible engagement models including project-based professional services, Elastic Managed Services with hours-based packs, and AI-specific solutions like the AI-Driven Sanctions Compliance Platform. The company serves SMB, mid-market, and enterprise clients with over 1000 successful engagements, emphasizing CRM-centric digital transformation that connects technology, people, and processes.
Differentiator
Problem solved
Functional benefit
Products and services
- Salesforce Agentforce Implementation Services Specialized professional services for deploying autonomous Salesforce Agentforce AI agents. Covers use-case discovery, agent architecture design, custom AI agent configuration, Data Cloud integration, custom Apex actions for cross-platform capabilities, Einstein Trust Layer implementation, and ongoing optimization and support for enterprise and mid-market clients.
- AI-Driven Sanctions Compliance Platform Agentic AI architecture solution for automated financial sanctions compliance. Uses Domain Agent Models (DAMs), Policy-as-Code, GenAIOps governance, and RAG compliance grounding for real-time OFAC/EU/FCDO/UBO sanctions screening. Delivered with 300x adjudication acceleration and 60% false positive reduction, built for financial institutions and RegTech firms.
- Elastic Managed Services Program Flexible, hours-based monthly service packs for ongoing CRM and enterprise cloud platform development, administration, and routine maintenance. Scales resources up and down based on client demand without requiring long-term contracts.
- Digital Transformation Services Enterprise digital transformation solutions using the FlowGear API integration platform to connect 200+ business applications. Includes consulting, design, development, integration, and testing phases for cloud and on-premise systems to automate processes, increase profitability, and reduce business risk.
- Business Intelligence Implementation Services BI and analytics services including advanced analysis, mobile BI, data migration and integration, ETL implementation, database architecture and engineering, data visualization and dashboards, and technology consulting for Salesforce, Microsoft Dynamics, and integrated enterprise environments.
- Microsoft Dynamics 365 Services Microsoft Dynamics 365 consulting, implementation, integration, and administration services. Includes Dynamics Integration Services connecting CRM with the Azure ecosystem, Office 365, Power BI, and other Microsoft products for mid-market and enterprise clients.
- Marketing Automation Services Marketing automation implementation and support including campaign automation, lead nurturing workflows, and marketing-sales alignment within Salesforce Marketing Cloud and integrated CRM ecosystems for enterprise and mid-market clients.
- Artificial Intelligence Solutions Custom enterprise AI solutions including AI agent deployment, process automation, and secure AI implementations. The AI practice focuses on practical applications such as autonomous agents, generative AI workflows, predictive analytics, anomaly detection, and optimization for operational efficiency.
- Salesforce Professional Services Comprehensive Salesforce consulting, development, implementation, integration, and administration services across Sales Cloud, Service Cloud, Marketing Cloud, and CPQ. Delivered by a certified Salesforce Partner with 20+ years of platform expertise and 1000+ client engagements.
Quantifiable outcome
- 300x faster adjudication cycles for sanctions compliance
- +5 more outcomes
Companies that use OMI Inc.
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles5 records
OMI Inc. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability14 records
Feature4 records
OMI Inc. partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- SalesforcecoreOMI is a certified Salesforce Partner offering comprehensive Salesforce managed services including implementations, integrations, platform customization, outsourced administration, and ongoing support. OMI has helped 1000+ companies unlock Salesforce potential over 20+ years. They are also an ISV Partner publishing apps to the Salesforce AppExchange.
- MicrosoftcoreOMI is a certified Microsoft partner with expertise in Microsoft Dynamics CRM and Azure integration. They help clients leverage Microsoft ecosystems including Office 365, Power BI, and Azure services.
- FlowGearcoreFlowGear is an enterprise-grade integration and automation platform connecting over 200 business applications. OMI is a certified FlowGear Expert providing digital transformation solutions through pre-built connectors and workflow templates.
- QualifiedminorQualified is a Conversational Marketing solution purpose-built for Salesforce customers. OMI partners with Qualified to enable real-time engagement with qualified prospects on client websites.
- AppDirectminorAppDirect provides cloud service marketplace platform. OMI leverages AppDirect for distribution of cloud solutions to their customer base.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
OMI Inc. competitors and assessment
Company assessmentBroad incumbents
- Persistent Systems: Large diversified IT services firm with a dedicated Salesforce and digital transformation practice. Competes for mid-market and enterprise CRM modernization deals alongside OMI.
- Accenture: Global SI giant with one of the largest Salesforce practices and active Agentforce deployment programs. Sets competitive benchmarks for end-to-end enterprise transformation deals that OMI also pursues.
- Deloitte Digital: Deloitte's Salesforce and Microsoft alliance practices deliver CRM and AI transformation at enterprise scale. Overlaps with OMI on large Salesforce Customer 360 and AI initiatives.
Direct peers
- Slalom: Mid-to-large US consulting firm with deep Salesforce and Microsoft platform practices, serving enterprise and mid-market clients on CRM, cloud, and AI transformations. Closely mirrors OMI's customer segments and Salesforce-first go-to-market.
- Silverline (a Globant company): Long-standing Salesforce-focused SI offering implementation, managed services, and AppExchange ISV solutions. Direct overlap with OMI's core Salesforce practice and ISV strategy.
- Avtex: US-based CX consultancy with dual focus on Salesforce and Microsoft Dynamics, serving mid-market and enterprise clients on contact center, CRM, and customer engagement transformations. Direct overlap with OMI's Salesforce/Microsoft practice.
- Hitachi Solutions: Microsoft Dynamics-focused SI with deep ERP/CRM implementation practice, overlapping directly with OMI's Dynamics 365 services and similar mid-market/enterprise customer base.
- Girikon: Salesforce and Microsoft consulting partner offering implementation, integration, and managed services to SMB and mid-market clients. Similar size and CRM-centric services portfolio to OMI.
- Simplus (Infosys): Pioneer Salesforce-exclusive SI, now part of Infosys, providing implementation, managed services, and Quote-to-Cash transformations. Direct competitor in the mid-market Salesforce services segment.
Regional players
- Beyondsoft: Asia-headquartered IT services firm with a strong Microsoft Dynamics and CRM implementation practice serving as a comparable competitor in the Dynamics ecosystem.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
OMI Inc. social profiles
Digital presenceOMI Inc. compliance and trust
Trust signalCompliance2 records
OMI Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
OMI Inc. leadership team
Management profileNumber of profiles
Profiles1 record
OMI Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OMI Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OMI Inc.
What does OMI Inc. do?
OMI delivers enterprise cloud consulting, implementation, integration, and managed services for Salesforce and Microsoft Dynamics CRM platforms. As a certified partner, OMI helps SMB, mid-market, and enterprise clients design, deploy, customize, integrate, and operate CRM ecosystems with adjacent offerings in AI/Agentforce implementation, business intelligence, marketing automation, and digital transformation using FlowGear middleware.
Is OMI Inc. a public or private company?
OMI Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OMI Inc. founded?
OMI Inc. was founded in 1999. It employs 51 to 100 people.
Where is OMI Inc. based?
OMI Inc. is headquartered in Suwanee, United States, in the North America region.
How does OMI Inc. make money?
Five revenue lines are on record. Professional Services - Consulting is the primary driver. The others are implementation Services, managed Services - Elastic Program, agentforce/AI Implementation and integration Services.
Who are OMI Inc.'s main competitors?
Broad incumbents on record are Persistent Systems, Accenture and Deloitte Digital. Direct peers are Slalom, Silverline (a Globant company), Avtex, Hitachi Solutions, Girikon and Simplus (Infosys). Beyondsoft is listed as a regional player.
Does OMI Inc. have an API?
No public API is recorded for OMI Inc..
What industry is OMI Inc. in?
OMI Inc.'s product category is CRM Consulting and Implementation Services. Its primary akta.pro industry code is BPAEAAAE, ERP/CRM/HRIS Implementation & Integration, with a secondary code of BPAEAGAH, Enterprise Integration, iPaaS & Middleware Services (API/EDI). Its NAICS code is 54151 and its SIC code is 7373.