The client, the work and the bill, on one record.
Proposal, engagement, project, hours, contract, invoice — one system, all linked to the same client. Nothing re-typed between tools.
The work lives in one tool, the hours in another, the invoice in a third, and the contract in someone's email. When a client asks what they have been billed for and what is still in flight, somebody spends Friday afternoon in spreadsheets finding out.
One deal closes. Six things happen. Nobody re-types anything.
The company becomes your client the moment the deal is won — and one approval sets up the work: the project, a channel with them, a shared folder and an invitation to their portal.
CRMDeals board
Whencrm.deal.won
Negotiation32
Won910
Won· six things follow
Waiting for someone to start the workMaya starts the work · 10:21
- Owner
- MMateo García
- Contact
- AAisha Bello
- Closed
- Oct 1, 2026 · 21 days in pipeline
- Source
- Proposal PRO-2026-0142 · signed
Larkspur Media — 40 seats moves to Won
10:18:04crm.deal.moveStage
ClientsClient page
Larkspur MediaProspectCustomer
Company · Owner Mateo García
AAisha Bello · Head of Operations · came with the deal
Larkspur Media becomes a customer, with its contact
10:18:04clients.client.convert_from_deal
Chat#sales-wins
#sales-winsMSA
Sophie LaurentYesterday
Halcyon Health signed the renewal for next year.
System10:18 AM
Larkspur Media — 40 seats — Won 🎉
Stage moved negotiation → won.
Open dealA card in #sales-wins, for the whole team
10:18:05chat.post_card
Posts when the channel exists
NotificationsBell and inbox
NotificationsMateo García
Mateo is told, and asked to start the work
10:18:05notifications.dispatch.fan_out
AutomationInvoice on win
Analytics — Annual (per seat)$42,000.00
Onboarding & Training — remote$5,500.00
Total$47,500.00
From PRO-2026-0142, signed Oct 1 · waiting for Maya Chen to send
The invoice, drafted from the signed proposal
10:18:06sales.quotation.convert
Your “Invoice on win” automation drafts it; Maya reviews and sends.
ClientsKickoff
Prefilled from the deal · asked Mateo García
Waiting for someone to start itMStarted by Maya Chen · 10:21 AM · ran as Maya
One approval sets the work up, all linked to the engagement
10:21:12clients.kickoff.run
Nothing is made until someone starts it.
ProjectsNew project
From template · Customer onboarding · 8 tasks
The delivery project, from your template, with the team on it
10:21:13projects.project.create
Uses your default project template
Built in. No Zapier, no integration to buy — the invoice is one automation you switch on, and the work starts with one approval. Every step is recorded — what happened, in what order, and who set it off.
What changes when you adopt Odexy.
- Work and billing on the same engagement
- A won deal asks to start the work, and one approval sets up the engagement, the project, a channel and a shared folder with the client. Projects, invoices and contracts all attach to it, so the work and what you billed for it sit side by side. Hours are logged per task, billable or not.
- Every engagement at a glance
- Each engagement records its contract value, monthly run rate and value to date, with its projects, invoices and contracts linked beside it — retainers and renewals included.
- Every client, one place
- Companies, contacts, contracts, engagements and the tickets they raise — the same customer record from the first proposal to the renewal.
- Your own company too
- Hiring, leave, payroll and expenses for your team, in the system that already knows what your team is working on. Not a second stack for the people who run the first one.
- Proposals, contracts and signatures
- Proposals with your story, team, timeline and pricing that the client reads and signs online — accepting wins the deal. Statements of work and NDAs generate, send and get signed against the client record they belong to, with the signed copy stored beside it.
- One audit log across all of it
- Who changed the rate, who edited the contract, who sent the invoice — one history, whether a person, the AI or a script did it.
The modules that do the work.
All 16 are included in every plan. These are the ones agencies, studios + consultancies live in most.
Engagements kicked off in one approval — retainers and renewals against the real customer record.
Delivery, a workload view and time tracking — hours logged against each task, billable with a rate.
Proposals your client signs online, and quotations that become invoices without a re-type, in the client currency.
SOWs and NDAs drafted, sent and signed against the client they belong to.