The CRM for service businesses and agencies
Win clients, deliver their projects, answer their requests and send the invoice — in one workspace your whole team shares.
Free plan for up to 5 users · 14-day Professional trial · No credit card required
From first enquiry to paid invoice
The whole life of a client, without copying details between apps.
Step 1
Win the work
Leads
Capture enquiries, qualify them and convert the good ones into clients and deals.
Deals and pipeline
A visual pipeline of every open opportunity, stage by stage.
Meeting scheduler
Public booking pages so prospects and clients can book time with you.
Step 2
Deliver it
Projects
Plan client work with tasks, files, discussions and a shared view for the client.
Tasks
Assign work, set due dates and reminders, break it down with checklists and subtasks.
Step 3
Support the client
Support tickets
A help desk for client requests, with departments, internal notes and email intake.
Client portal
Clients sign in to see their invoices, projects and tickets, and open new requests.
Step 4
Get paid
Invoices
Professional invoices with taxes, recurring billing and automatic overdue reminders.
Payments
Record payments and let clients pay invoices online by card through your Stripe account.
Why service businesses choose CRM Odex
One workspace instead of four tools
Sales pipeline, project delivery, help desk and invoicing usually live in separate apps that never agree. Here the client record ties them together: open a company and see its deals, projects, tickets and invoices.
Your clients can help themselves
The client portal lets your clients check invoices, follow their projects and raise requests without emailing your team.
Priced for a team, not per head
Paid plans include 10 to 110 users. Starter is $9.99 a month for 10 people; extra users are $1.49 each.
Your data stays yours and stays separate
Every workspace is isolated from every other, access is controlled by roles, and you can export your records whenever you like.
Included today
- Companies
- Contacts
- Leads
- Deals and pipeline
- Projects
- Tasks
- Support tickets
- Invoices
- Payments
- Reports
- Client portal
- Workflow automation
- Meeting scheduler
- Custom fields
- Roles and permissions
- Multiple currencies
- Your branding
- Data export
- Audit log
- GDPR tools
On the way
These are being built and are not available yet.
- EstimatesComing soon
- ContractsComing soon
- Credit notesComing soon
- AccountingComing soon
- Products and services catalogueComing soon
- InventoryComing soon
- Shared inboxComing soon
- Email campaignsComing soon
- WhatsAppComing soon
- AI assistantComing soon
- Google Calendar and DriveComing soon
- Microsoft 365Coming soon
- SlackComing soon
- TelegramComing soon
- Custom domainComing soon
- Single sign-on (SSO)Coming soon
Pricing for the whole team
Every plan includes a set number of users. Extra users are $1.49 a month each.
Free
$0/mo
5 users included
Starter
$9.99/mo
10 users included
Professional
$29.99/mo
30 users included
Business
$39.99/mo
50 users included
Enterprise
$99.99/mo
110 users included
Questions
- What is CRM Odex?
- CRM Odex is a CRM for service businesses and agencies. It brings client records, the sales pipeline, projects and tasks, support tickets, and invoicing and payments into one workspace.
- Who is it for?
- Teams of roughly 2 to 100 people who sell their time or expertise - agencies, consultancies, IT and software service firms, studios and other businesses that win clients, deliver projects and bill for them.
- How much does it cost?
- There is a free plan for up to 5 users. Paid plans start at $9.99 a month with 10 users included; extra users cost $1.49 a month each. Paying yearly gives you two months free.
- Can I try the paid features first?
- Yes. New workspaces start with a 14-day trial of the Professional plan, and no credit card is needed to sign up.
- Can I get my data out?
- Yes. You can export your records to CSV at any time.
Run the whole client lifecycle in one place
Set up your workspace in a few minutes. The free plan has no time limit.