Customer Success PlatformOperating System

The agentic post-sales customer platform that proactively keeps up... not just keeps record.

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Odie Daily Brief for Tuesday, Sep 8 with prioritized to-dos

the Customer Operating System

A modern alternative to traditional CRM-style Customer Success Platforms.

Odie's Customer Operating System provides a guided workspace, workflow automation engine, and a collection of embedded post-sales agents to scale a customer teams' ability to manage customers on the path to value and growth.

How Odie Works
A customer platform that proactively keeps up, not just keeps record.

Dynamic Customer Evaluation

Every day, Odie re-analyzes every single customer to identify new signals, process recent interactions, predict outcomes, and summarize what to do next. No more relying entirely on static CRM records or prebuilt BI reports.

Opinionated Guidance

The system takes what it knows about your customers, company, and team to give prescriptive guidance on what each employee should focus on each day. Less “search for an account” and more “Good morning! Go do these 3 things.”

On-demand Intelligence

No need to wait for an ops team to build the reports, workflows, or assets you need. Just ask Odie’s chat copilot, and it will respond in real time with answers, visualizations, content, and intelligence briefs.

Agentic Tools for Post-Sales

Prebuilt post-sales agents are available out of the box for meeting prep, followups, daily briefings, and so, so much more.

or

You can build your own agent skills and intelligence briefings directly in Odie and usable across the guided cockpit experience, within the chat copilot, or as part of the workflow engine. No developer required.

Odie My Portfolio view with account markers, priority rate and an AI summary
Odie Daily Brief with prioritized to-dos for the day
Odie On-Demand Insights chat asking what do you want to know
Odie All Action Items with an agent drafting a follow-up
Odie Skills library of custom agent skills

Everything you need from a traditional Customer Success Platform, improved.

  • Customer 360 & CS Cockpit

    Manage a Customer Portfolio

    Daily guidance tells CSMs which accounts need them today and why, instead of them manually piecing it together across six tabs, 3 reports, and dozens of fields.

    Odie Living Narrative Index — Unison Standard Health Model dashboard
  • Playbooks, Campaigns, & Journeys

    Nurture Digital Customers

    Adaptive workflows with embeddable agents respond to what each customer is actually doing, instead of rigidly generating emails and tasks.

    Odie Customer Operating Engine — Enterprise Churn Propensity model
  • Activity Tracking & Work Management

    Track Team Performance

    Automatic activity capture shows what your team is really doing and saying across email, calls, and meetings, instead of a picture assembled from system-generated tasks and manual logging.

    Odie Living Narrative Index — Unison Standard Health Model dashboard
  • Health, Reporting, & Renewals

    Report to Boards and Execs

    Renewal forecasting and predictive intelligence based on the substance of every customer history and interaction. Not just a weighted score sitting on top of stale fields, manual overrides, and gut feel.

    Odie Customer Operating Engine — Enterprise Churn Propensity model

Plus  AI tools for driving team productivity & scale.

  • The Optional UI

    Embedded Agents

    Prebuilt post-sales agents handle meeting prep, follow-ups, and daily briefings out of the box. Or you can build your own agent skills for the work only your team does.

    Odie workspace showing All Action Items with an embedded agent drafting a follow-up email on Zoom support tickets
  • The Optional UI

    Intelligence Briefs

    Analysis of any account or segment lands in your inbox on your schedule, instead of a request to ops, a two-week wait, and a slide that's stale by the time you present it.

    Odie On-Demand Insights artifacts list with a delivered Meeting Prep brief for Zoom open alongside it
  • The Optional UI

    On-demand Copilot

    Ask for what you need and get it in real time with Odie's chat copilot. No more hunting across systems, pinging three people, and settling for whatever you manage to find right before the call.

    Odie Pipeline Dashboard with an on-demand AI panel prompting for a Multi-Account Brief
  • The Optional UI

    Predictive AI

    Custom models trained on your own history predict renewal and expansion from the factors that actually matter, instead of a health score someone weighted by hand two years ago.

    Odie Customer Operating Engine — Enterprise Churn Propensity model
Pricing – Starting at $1,500 / month

Pricing to align our teams.

Odie is priced based on the book of business you want to understand and manage. We grow if you grow.

Input 1:
01

Customer Portfolio Size

Your subscription grows as the book of business you want to manage in Odie grows.

Input 2:
02

Depth of Customer Intelligence

Not all customers are created equal. We analyze more important customers more deeply to control cost and ensure you have no blind spots.

No volume pricing.

We keep it simple by not haggling over units.

No seat pricing.

Odie is accessible to everyone for the same price.

Flexible AI pricing.

An AI Success pool can be used how you want.

The modern agentic alternative to traditional CRM-style Customer Success.