Workflow Automation
Build workflows without code
Drag-and-drop builder with 200+ trigger types, conditional logic, approval flows, and parallel execution. Deploy workflows in minutes — not weeks. Monitor every workflow run in real time with full audit trails.
Works for any process: lead routing, invoice approval, employee onboarding, support escalation, data sync, reporting automation. If you can describe it, you can automate it.
Native Integrations
Connect your entire tool stack
180+ pre-built integrations across CRM, ERP, support, marketing, finance, and communication platforms. Bi-directional sync, field mapping, and real-time or scheduled sync options.
Each integration is native — not a generic connector. Connect Oakmont to your tools in minutes with step-by-step setup guides and bi-directional field mapping.
Analytics & Reporting
Real-time data across all your tools
Custom dashboards built on live data from all connected tools. Pre-built templates for pipeline, revenue, support, and operations — plus a drag-and-drop report builder for custom views.
No more manual spreadsheet consolidation. Your data is live, your dashboards update automatically, and your team spends their time analyzing — not aggregating.
Enterprise Security
Security your IT team will approve
SOC 2 Type II certified. SAML/SSO with Okta, Azure AD, and Google Workspace. Role-based access control, full audit logging, data residency in US or EU, and 99.9% uptime SLA.
Built for enterprise security reviews from day one. Our security documentation package includes our SOC 2 report, pen test results, and completed questionnaire templates.
See It in Action.
14-day free trial. Full access. No credit card required.