Replace eight vendors. Give up none of the control.
The platform teams choose when they have outgrown a task tracker but will not sign a six-figure contract. Real permissions, a full record of every change, and pricing you can predict.
You've outgrown ClickUp. You can't justify a $50k/year Salesforce contract. Your CFO wants one bill, your VP Sales wants one source of truth, your Head of People wants joining packs that don't require DocuSign + Notion + Bob.
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
What changes when you adopt Odexy.
- Governance built in, not bolted on
- Google and Microsoft sign-in on every plan, roles and permissions you define, a full activity trail, and irreversible actions the AI is never allowed to run.
- Big lists stay quick
- Lists load a page at a time from the server, so a large customer or invoice list opens without pulling in every row first.
- One dashboard, one set of records
- Revenue, headcount, hiring and pipeline sit together on the home dashboard, read from the same records — not four exports stitched into a spreadsheet.
- Per-org pricing
- Business covers up to 100 people for $199 a month, and Scale up to 250 for $399. Hiring inside a plan never changes the bill.
- AI that doesn't escalate
- Uses the permissions of the person asking, is refused anything irreversible, and every call lands in the audit log. AI is in every plan; extra credit packs are optional.
- Migration path
- Import contacts from a spreadsheet with column matching, and script the rest with API keys against the same actions the app uses.
The modules that do the work.
All 16 are included in every plan. These are the ones mid-market (75–250) live in most.
Where teams switching from Salesforce land first.
Where teams switching from ClickUp land first.
Where teams switching from Bob/BambooHR land first.
Where teams switching from Greenhouse/Lever land first.
Runs in each pay group's currency, built from HR records, with ledger entries posted automatically.
Coming soon. Invoices, payroll and paid expenses already post ledger entries in the background.
Quote-to-cash in one schema.
Joined to CRM by default.