A unified customer record
Keep accounts, contacts, conversations, opportunities, tickets, documents, tasks, and activity history connected around each relationship.
Modular CRM and customer operations platform
One platform for sales pipelines, service tickets, and customer relationships.
OddyOS connects leads, contacts, accounts, deals, support requests, inbox, scheduling, reporting, and automation in a modular system built around the full customer lifecycle.
Platform shape
One view of every account, contact, deal, ticket, and next step.
Sales pipelines, support requests, service tickets, tasks, and reporting should not live in separate silos. OddyOS connects the records, stages, owners, and activity history your team needs to serve prospects and customers with less friction.
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.
01
Capture
02
Qualify
03
Quote
04
Schedule
05
Support
06
Report
CRM, service, and operations
Manage the full customer lifecycle without stitching together a dozen tools.
CRM and lead management
Capture leads, track sources, manage contacts and accounts, qualify prospects, and keep every touchpoint tied to the right record.
Pipeline and opportunity management
Build configurable stages for deals, opportunities, quotes, approvals, next-step reminders, and revenue forecasting.
Ticketing and service operations
Turn support requests into tickets, cases, work orders, dispatch queues, installation steps, and follow-up tasks.
Inbox and customer communications
Bring email context, customer history, drafts, tags, reminders, and calendar visibility into the same place your team works.
Reporting, forecasting, and dashboards
Give leaders and operators clean views of pipeline, service load, follow-up risk, team activity, forecasts, and customer health.
Workflow automation and admin controls
Standardize repeatable work with templates, alerts, assignments, roles, permissions, admin settings, and module-based workflows.
Integrations
Connect the tools your team already depends on.
OddyOS is designed to connect the apps behind your sales, support, scheduling, billing, documents, and operations so customer history and activity stay visible across the full customer lifecycle.
CRM
Service
Ops
EmailBillingDocumentsScheduling
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
Why choose OddyOS
More operational than a traditional CRM. More connected than a standalone help desk.
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 pipeline, ticket volume, support risk, forecast, and team workload without chasing updates.
For teams
Know what changed, which account or deal it belongs to, who owns it, and what is due next.
For operators
Turn repeatable sales, service, and support processes into workflows that are easier to assign, track, and improve.
Early access
Interested in a modular CRM and customer operations platform for your business?
Tell us which systems you use today, where your leads, deals, tickets, and customer data get stuck, and which modules or integrations would make the biggest difference.
Request an early access conversation
Email Travis directly and include your company, website, current CRM or help desk, and the workflows you want to connect.
OddyOS platform