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Private Equity Software for Service Business Roll-Ups
Omnify is the all-in-one platform that helps private equity firms standardize operations across service-based portfolio companies, including bookings, memberships, payments, and reporting - so you can accelerate post-acquisition integration, improve EBITDA, and build scalable businesses ready for exit.
Built for Private Equity Teams Investing in Service Businesses
One Platform to Simplify Operations & Performance
Manage everything from online bookings, scheduling, memberships, recurring subscriptions, payments, invoicing, multi-location & multi-brand operations, reporting, & automated communication from one unified platform
Portfolio-wide visibility for Operating Partners and Leadership Teams.
Get a centralized view of performance across every portfolio company. Track revenue, bookings, capacity, memberships, retention, & payments across brands & locations. Standardized KPIs help you spot underperformance early & act quickly.
Improve Margins to Reduce Operational Risk
Build operational discipline across every acquisition. Standardize key workflows across portfolio companies without disrupting local teams. Create portfolio-wide visibility for tighter execution and stronger unit economics across every location.
Build Stronger, More Scalable Service Businesses
Boost Revenue
Repeatable Value Creation at Scale.
Omnify helps standardize revenue models, pricing, memberships, utilization tracking, payment workflows, and reporting across the portfolio - strengthening recurring revenue, protecting margins, and making each new acquisition easier to integrate than the last.
Multi-location Management
Built for Roll-Ups and Multi-Location Growth.
Omnify supports consolidations, platform investments, roll-ups, turnarounds, and post-acquisition integrations, providing the operational infrastructure needed to run consistently and scale efficiently across every brand and location.
Operational Control
Strengthen the Operational Foundation of Your Investments.
Omnify helps private equity firms build service businesses that are standardized and scalable, measurable and benchmarkable, easier to integrate post-acquisition, operationally disciplined, and ready for diligence and exit.
Meet Omnify
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Does Omnify integrate with my website or work as a standalone?
Frequently asked questions
Can Omnify support multiple brands and locations under one account?
Yes. Omnify supports single-location operators, multi-location businesses, and multi-brand structures with centralized oversight and portfolio-level reporting.
What does onboarding look like for multiple portfolio companies?
We provide structured onboarding, guided configuration, and rollout support to ensure smooth transitions across brands and locations.
Is there an Omnify mobile app?
The Omnify Go app is currently unavailable, but it will be relaunched soon with upgraded features.
Can you migrate data from existing systems?
Yes. We support migration of customer data, bookings, memberships, and payment history wherever possible.
Is Omnify a CRM?
Omnify is more than a CRM. It includes CRM capabilities, such as lead and client profiles, but it’s much broader—it’s a full operating system for activity-based businesses, covering bookings, scheduling, payments, products, and more.
How do permissions work for PE operators vs local teams?
Omnify supports role-based access so operating partners and leadership teams can see portfolio performance while local teams manage day-to-day operations. We have 3 levels of access to the the Omnify platform (Manager, Director and Administrator)
What integrations do you support (accounting, CRM, payments)?
Omnify integrates with common accounting and operational tools. We can support integration planning as part of onboarding, along with custom integrations as required.
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