Powerful CRM Features for Every Team
From sales and project management to invoicing and WhatsApp marketing — Odex CRM gives your entire team the tools they need.
Sales & CRM
Win more deals with a complete sales toolkit
Company Management
Rich company profiles with custom fields, industry tracking, activity timelines, and document storage.
Contact Management
Full contact database with relationship mapping, social profiles, tags, and communication history.
Lead & Deal Pipeline
Visual Kanban boards with drag-and-drop stages, weighted forecasting, and conversion analytics.
Activities & Calendar
Schedule calls, meetings, and follow-ups. Sync with Google Calendar and get smart reminders.
Finance & Billing
Get paid faster with professional invoicing
Invoices & Estimates
Create branded invoices and estimates with line items, tax calculation, and PDF generation.
Payments & Credit Notes
Track payments, issue credit notes, and accept online payments via Stripe integration.
Revenue Reports
Revenue dashboards with pipeline forecasting, monthly trends, and team performance metrics.
Multi-Currency Support
Work with clients worldwide using automatic currency conversion and per-company currency settings.
Communication
Reach customers on their preferred channel
WhatsApp Business API
Send template messages, automated notifications, and have real-time conversations from your CRM.
Email Campaigns
Design and send email campaigns with templates, tracking, and detailed delivery logs.
Communication Analytics
Track open rates, delivery status, response times, and channel effectiveness in one dashboard.
Automation & Productivity
Work smarter, not harder
Workflow Automation
Visual workflow builder with triggers, conditions, and actions to automate any business process.
Webhooks & API
REST API with token authentication. Set up webhooks to push events to any external service.
Roles & Permissions
Fine-grained role-based access control. Define exactly what each team member can see and do.
Ready to try Odex CRM?
Start with a free plan and upgrade as you grow. No credit card required.
