A pipeline that keeps itself honest.
The quote becomes the invoice, the invoice posts to your books, and all of it sits on the same customer record. No more closed-won-but-never-invoiced showing up at month end.
Reps spend more time updating the CRM than selling, because the CRM is the only system that does not already know what happened. The pipeline you present on Monday is fiction by Thursday — invoicing lives somewhere else, and nobody reconciles them until the quarter closes.
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.
- Quote → invoice, nothing re-typed
- When the customer accepts your quote it becomes an invoice with the same line items — in one click, or automatically if you switch that on. Accounts receivable updates the moment it is issued.
- Deals move when the customer says yes
- Switch on one automation and an accepted quote moves its deal to won. The pipeline shows what the customer did — not what a rep remembered to click.
- AI that drafts the follow-up
- "Reach out to anyone whose deal hasn't moved in 14 days, use the polite-check-in template, hold the send for my review."
- Chasing is built in
- Overdue invoices get reminders from the same system that sent them, and the payment lands against the invoice it pays. Not a spreadsheet of who owes what.
- A forecast weighted by stage
- Each open deal counts at its stage's win probability, split by currency — so a pipeline in three currencies doesn't add up to a number nobody can use.
- One plan, not three products
- CRM, quotes, invoicing and accounting come in one plan at one price for the company — no per-seat charge, and no separate sales, service or billing product to license.
The modules that do the work.
All 16 are included in every plan. These are the ones sales leaders live in most.
Pipeline + companies + contacts. Joined to invoices.
Proposals, quotations, invoices, recurring billing.
Outreach + dunning + follow-up, with one suppression list.
Tickets visible on the client's record.
Issued invoices and payments post to the ledger as they happen.
Inbound lead-capture as real CRM leads, not Zapier rows.