Money & customers
HubSpot
Ody keeps every lead and customer in one place, so nobody slips through.
What you can ask
Add Patterson as a new kitchen lead.
Which quotes still need a reply?
Log my call with the Kings Road client.
Move Delgado to quote sent.
Show leads untouched for seven days.
Add Morgan’s Friday follow-up task.
How it runs
Capture a new lead
Text Ody the Patterson name, kitchen project, phone number, and preferred month. Ody checks HubSpot for an existing contact, then prepares the contact and deal details without duplicating them. It sends the proposed fields back to Messages. You correct or approve the record before Ody creates it. Existing contacts remain unchanged during review.
Find quiet quotes
Ask which quotes have had no response for seven days. Ody checks HubSpot deal stages and recent activity, then returns the client, amount, and last contact date for each match. Pick the leads you want to nudge. Ody drafts each follow-up and waits for your approval before it sends. Deal stages stay unchanged until then.
Log a client call
After speaking with Kings Road, tell Ody the decision and next Tuesday’s follow-up. Ody finds the HubSpot record, prepares a concise call note, and adds the follow-up date to the proposed activity. The wording and record come back to you. Ody saves them only after you approve. The prior activity remains visible for context.
See how a whole week comes together on the use cases page.
How HubSpot works with your other apps
Ody carries the details between the tools you already use. You stay in Apple Messages and approve every client-facing action.
Questions about HubSpot + Ody
Ody can find contacts and deals, prepare lead updates, and surface follow-ups based on recorded activity. It shows you proposed record changes and outbound messages first.
Ask Ody in Apple Messages. Ody sends a secure connection link, and you can disconnect the app at any time.
Ody checks the connected HubSpot records for a matching contact before proposing a new one. You review the fields before creation.
Ody plans cost $49.99, $99.99, or $199.99 a month, with a 3-day trial (card required) and a 14-day money-back guarantee.
