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.