See where each deal stands
Drag deals through your stages, and open one to see its emails, texts, files and notes.
Sales pipelineThis month
New lead2
Proposal sent2
Won2
CRM software
A CRM built around the way you sell
See every lead and deal in a pipeline with your own stages, and get a reminder before a follow-up slips.
- No per-seat fees
Search clients
BDBluefinch DentalProposal sentKPKestrel Property GroupNew leadQAQuillmoor AcademyWonLCLarkbell CareProposal sentAFAlder & FinchMeeting booked
Bluefinch DentalDental practice · 3 sitesProposal sent
- Owner
- Maya Patel
- Source
- Website form
- Value
- $1,850 a month
- Next step
- Call on Thursday
Activity
- Proposal emailed with the PDF attached09:12
- Text sent · the proposal is in your inbox09:13
- Meeting held · notes added by MayaMon
- Inquiry from the website formMon
Features
Keep deals moving
Off-the-shelf CRMs make you sell their way. Yours is set up around how your team already sells.
Follow-ups that don’t slip
Email and text clients from the record, and get a reminder when a deal goes quiet.
Follow-ups
Inquiries become leads
Website forms and emails become leads, assigned to the right person.
Quotes in a few clicks
Send a quote as a PDF, then raise the invoice in Xero when you win.
Know your numbers
Pipeline value and win rate by rep, on a dashboard your team shares.
On Business Pro, ask ChatGPT which deals haven’t moved this week. AI on OLODESK
Customer story · Home care, Europe
A home-care provider fills shifts faster from one portal
Applicants, schedules and client records used to sit in spreadsheets, calendars and chat threads.
- One record per client and caregiver
- Applicants tracked from first contact to onboarding
- Messages and reminders sent from the portal
ClientsSearch
| Client | Care plan | Next visit | Status |
|---|---|---|---|
| Ruth M. | Twice weekly | Tue 9:00 | Active |
| Arthur B. | Weekly | Wed 14:00 | New |
| Joan K. | Daily | Today 11:00 | Active |
| Peter S. | Weekly | Fri 10:00 | On hold |
Works with
The apps your sales team already uses
Plus 10,000+ more apps. Browse the app directory
FAQ
CRM questions
How much does it cost?
Plans start at $30 a month, after a Free trial, with no per-seat fees. See pricing
How long does it take to set up?
You can start the day you sign up. Describe how you sell, OLODESK builds the CRM with you, and you try it on your real records before it goes live. How it works
Can we keep HubSpot or Salesforce?
Yes. Connect HubSpot, Salesforce or Pipedrive and add what it’s missing. Or bring your contacts, deals and notes into a CRM of your own.
Does it work with Gmail and Outlook?
Yes. Emails go out from your own Gmail or Outlook mailbox, and each one is saved on the client’s record.