One system. Every team. A real answer on Friday.
Stop reconciling sales, people and invoicing by hand. They live in one system, each with its own built-in reports, so there is nothing to stitch together.
ClickUp + QuickBooks + HubSpot + BambooHR + Slack + DocuSign = seven logins, seven versions of the truth, and no single report. Friday means a spreadsheet that stitches three exports together and is stale by Monday.
Deliver what you sold
The deal you win is kicked off into a project, its tasks already in place. Move the work and the status and progress follow, every task shows its owner, due date and time spent, and your client signs off milestones in their own portal.
- The deal’s kickoff sets up its project
- Move a card: status and progress follow
- Owner, due date and timer on every task
- Your client sees progress and signs off
What changes when you adopt Odexy.
- Built-in reports for every team
- CRM activity, receivables aging, payroll year-to-date, spend, hiring and support response times each have a report built in. No BI tool, no exports.
- One audit log
- Every state change — human or AI — recorded with the actor, the full input and the output. On Scale and Enterprise we export it for you as CSV on request.
- One identity, one role, one set of permissions
- Invite people in Settings. Suspend or remove someone in one step. The same role gates Projects, CRM, HR and Sales.
- Leave and project dates on one calendar
- Approved leave appears on the shared calendar next to project deadlines, cycles and tasks, so you can see who is out before you commit the week.
- Email that respects your suppression list
- One outbound module. Support replies, recruitment offers and payslip notices all skip anyone on your suppression list.
- AI that works the queue with you
- Ask it to triage a queue. It works through the same actions you do, with your permissions, and hands anything irreversible back to you.
The modules that do the work.
All 16 are included in every plan. These are the ones ops + coo live in most.
Cycles, milestones and time tracking on every task.
Invoices are raised against the same company record CRM uses. No sync.
Employees, leave and time tracking, shared across the suite.
Coming soon. Invoices, payments and payroll already post ledger entries automatically.
Quote-to-cash in one schema.
One outbound path for system email, with one suppression list.
Tickets joined to the customer record.
Approval workflow that routes to each employee's manager.