A CRM that shares one customer record with your invoices
Pipelines, deals, contacts and companies on the same customer records your quotes, invoices and support tickets use — no re-keying when a deal closes.
Free for 5 seats · no credit card · every module included
From a website lead to a won client
Leads land from your website forms on their own, and qualifying one makes its contact, company and deal in one step. When the client signs the proposal, the deal moves to Won by itself and asks to start the work: one approval sets up the project, the client’s channel and folder, and the team’s.
- A lead arrives from your website
- Qualify: contact, company and deal
- Proposal signed: the deal wins itself
- Won: client, project and team, set up
How Odexy CRM differs from a standalone tool
Most CRMs sell you a beautiful pipeline and then leave you alone — the moment a deal closes, you re-key the customer into your invoicing tool. Odexy CRM and Odexy Sales share one customer table. Win a deal on Tuesday and the company becomes a customer, ready to quote and invoice on Wednesday, with no copy-paste.
What ships today
Multi-pipeline deals
Stages per pipeline, custom probability and a weighted forecast.
Companies and contacts
A primary contact and billing and shipping addresses per company, plus who to contact for billing, sales, support, projects or contracts.
One timeline per company
Notes, calls, emails, meetings, deal stage changes, quotes and invoices in one feed.
Multi-currency
Each deal is valued in the customer's currency, and forecasts are totalled per currency.
Lead capture
Form submissions arrive as leads automatically.
Saved views
Your own filters and sorts, kept in the address so you can share them.
Contact import
Bring contacts in from a CSV with a column mapper, 500 at a time.
Kickoff when a deal is won
The deal's owner is asked to start the work. One plan, prefilled from the deal, creates the engagement, the project from your template, a channel with the client and one for your team, a folder you share with them and one only your team sees, and their portal invitation. Nothing is made until someone approves it.
How it integrates
The customer you track here is the record the rest of the product works from:
- SalesWin a deal and the company becomes a customer, ready to quote and invoice; quotes can be linked to the deal they came from.
- ProjectsA won deal's kickoff opens the delivery project from your template, with the team on it.
- EmailEvery email goes through one suppression list, so a bounced address is never mailed again.
- SupportTickets are linked to the customer's company.
Every record carries the organization it belongs to, and the joins between them are real database joins — no webhooks, no flattening, no Zapier.
How the AI helps
The assistant works with your permissions and can read and add contacts and companies:
Which contacts at Acme did we add this month?
Add Maria Lopez, head of finance at Acme, as a contact.
It never goes beyond your own permissions.
Built for scale
Custom domains
On Business plans and above.
Activity trail
Every stage change, merge and reassignment is recorded, with whether a person or the AI did it.
Realtime
Deal changes appear for anyone with the deal open, without a reload.
Open to your own tools
Everything the CRM can do is available to your own scripts and AI agents through the API and MCP, under the same permissions.
Odexy CRM vs. the category
| Odexy CRM | HubSpot | Salesforce | |
|---|---|---|---|
| Joined to invoicing in one schema | — (separate cloud) | ||
| AI works through the same permissions as your team | partial (chatbot) | partial (Einstein bots) | |
| Per-org pricing, all modules included | per-seat-per-cloud | per-seat-per-cloud |
HubSpot is the polished category leader; Salesforce dominates enterprise. Both charge per seat per "cloud" — and you'll still need a separate HR, payroll and project system. Here every module is included per organization.