A unified customer record
Keep accounts, contacts, conversations, opportunities, tickets, documents, tasks, and activity history connected around each relationship.
MODULAR CRM AND CUSTOMER OPERATIONS
Run your entire
customer operation
in one modular CRM.
Bring customers, conversations, tasks, and day-to-day operations into one modular workspace. Less searching for context. More clarity about what comes next.
Private workspaces. Invitation-only access.
Across your workspaceExample activity
CONTEXT THAT STAYS CONNECTEDOne view of every account,
One view of every account,
contact, deal, ticket and next step.
Work moves between people and teams. The context should move with it.
Keep customer records, conversations, tasks, service requests and next steps connected. Give everyone a clearer starting point without searching across disconnected tools.
See what fits your teamH
EXAMPLE ACCOUNT
ConnectedHarbor House
Customer workspace
OverviewActivityWork
The conversationProject details and customer history
The workOwners, priorities and next steps
The follow-throughWorkflows that keep people aligned
TMAJOSShared context for the whole team.
Pipeline and service workflows
Move leads, deals, support requests, work orders, onboarding, and follow-ups through clear stages with owners and next actions.
Customer health signals
Spot stale opportunities, missed follow-ups, unresolved tickets, open promises, and account risk before they become lost revenue or churn.
- 01Capture
- 02Qualify
- 03Quote
- 04Schedule
- 05Support
- 06Report
MODULAR BY DESIGNThe right tools.
The right tools.
In the same place.
Start with the work that matters most. Build a workspace around your team, then connect more as your needs grow.
Inside OddyOS today
Current modules. Access and configuration depend on your workspace.
Directory
Accounts, contacts and customer context.
Tasks
Boards, cards and work in progress.
Connect
Conversations, inboxes and follow-through.
Workflows
Connected steps and repeatable processes.
Dispatch
Work tickets, assignments and operations.
Inventory
Products, stock and availability.
Monitor
Operational health and device visibility.
Team
Team collaboration and shared context.
The bigger picture
The foundations we have today, and the capabilities we are building toward.
CRM and lead management
Directory provides the relationship foundation today. Broader lead capture, source tracking and qualification are part of the roadmap.
Pipelines and opportunities
Configurable deal stages, quotes, approvals, next-step reminders and revenue forecasting are part of the platform direction.
Ticketing and service operations
Dispatch supports work tickets and assignments today. Broader support queues, cases and service journeys build on that foundation.
Inbox and customer communications
Connect brings conversations, inbox context, drafts and follow-through closer to customer records and the work around them.
Reporting, forecasting and dashboards
Broader views of pipeline, service load, follow-up risk, forecasts and customer health are part of the reporting direction.
Workflow automation and controls
Workflows, assignments, roles and workspace controls support repeatable work, with broader automation and templates continuing to expand.
CONNECTED TO YOUR WORLDYour tools.
Your tools.
Better context.
Bring the systems you already use into the conversation. Connect customer and operational context through integrations, imports and module-based workflows.
Google WorkspaceMicrosoft 365StripeAPIs & imports
Connections and capabilities depend on your modules and configuration.Email and calendar
Google Workspace, Gmail, Google Calendar, Microsoft 365, Outlook
Sales, billing, and payments
Stripe, Square, QuickBooks visibility, pricing tools, customer billing context
Forms and documents
Web forms, file storage, e-signature tools, contracts, onboarding packets
Support and messaging
Twilio, SMS workflows, shared inboxes, support queues, customer notifications
Service and operations systems
Dispatch workflows, field service tools, inventory views, scheduling data
Custom connections
APIs, imports, reporting exports, business databases, custom modules
Integration possibilities across current and planned modules. These examples are not a list of universally available connectors; we confirm supported connections for your workspace.
A MORE CONNECTED WAY TO WORKBuilt around your process.
Built around your process.
And the people behind it.
Built around your workflow
Most CRMs force your team into someone else's process. OddyOS is designed to model the way your sales, service, support, and operations actually move.
Less tool hopping
Instead of stitching together a CRM, help desk, inbox, task board, reporting tool, and automation platform, teams can manage the customer lifecycle from one modular hub.
Cleaner handoffs
Sales, service, support, operations, and admin teams can share the same account, contact, deal, and ticket context.
Expandable by design
Start with the pieces your team needs most, then add modules, integrations, automations, and reporting as the platform grows with you.
For owners
See the broader picture without chasing updates.
For teams
Know what changed, what it belongs to, who owns it and what is due next.
For operators
Make repeatable work easier to assign, track and improve.
A FEW THINGS TO KNOW
Before we connect.
OddyOS is a modular CRM and customer operations platform. It brings relationships, conversations, tasks, service workflows and reporting into one connected workspace.
LET'S CONNECT THE PIECESYour next chapter
Your next chapter
starts with a conversation.
Tell us about your business, the tools you use and the work you want to connect. We’ll explore where OddyOS fits.
Talk to the OddyOS teamEarly access · Invitation-only workspaces