OdyOdy
Try for free
  1. Home
  2. Industries
  3. Agencies & consultants

Marketing, creative & consulting

A business number that logs itself to the CRM.

Agency work is calls: the prospect who found you on a referral, the client who wants to "jump on a quick call", the vendor chasing an invoice. Ody gives you a number that isn't your cell, a receptionist that qualifies inbound leads, and every call and text logged on the account in Attio, Pipedrive or Close.

From $19/user/mo · AI receptionist on every plan · MCP and API included

Monday · 3:15 PM · answered in 1 ringOdy answering
Incoming call · Northlight Studio
Main line · +1 (512) 555-0188

  1. Hi, I got your name from Priya at Verdant. We're rebranding this fall and looking for a studio. Do you have capacity?

  2. Thanks for calling, and Priya's team was a great project. Northlight takes on a few brand engagements each quarter. Can I get your company, rough timeline and whether you have a budget range in mind?

  3. Tallgrass Coffee, we want to launch by October, and we're thinking in the mid five figures.

  4. That fits the kind of work Northlight does. I've booked a 30-minute intro with Sam on Thursday at 11am and texted you the confirmation and a short questionnaire.

Caller
Referral lead · Tallgrass Coffee
Scope
Rebrand · launch October · mid 5 figures
Booked
Intro · Sam · Thu 11:00 AM

The week

The calls that go unanswered today

Each one is a client, a claim or a job that went to whoever picked up.

  1. MON 15:15A referral lead calling during a client workshop

    Referrals cool off fast. Voicemail cools them faster.

  2. WED 10:00A client calling your personal cell on your day off

    There's no line between work and life when the business number is your cell.

  3. THU 14:20A vendor chasing an invoice

    Interrupts deep work and still doesn't get logged anywhere.

  4. FRI 09:30A call from a client's number that isn't in your CRM

    Who is this, which account, what did we promise last time?

Setups by size

How agencies and consultancies run Ody, at every size

Pick the shape of your business. Every feature below links to its own page; every setup is one you can build in an afternoon.

Professional number, personal cell untouched

Clients reach the business. The business logs the call.

One business number rings the app on your phone and shows your business name on callbacks. When you're heads down, the receptionist qualifies the lead and books the intro. Every call and text lands on the contact in your CRM.

  1. Phone numbersA second number that isn't your cell

    One local number is included with your seat. Put it on proposals and your site; your cell stays yours. Toll-free and vanity numbers are available too.

    Read What is a second phone number?
  2. Caller IDYour business name on outbound calls

    Register the business name as outbound caller ID on your US local number so prospects see "Northlight Studio" and pick up. 15 characters; propagates over a few days.

    Read CNAM
  3. Business voicemailVoicemail transcripts in the inbox, or no voicemail

    Every number gets voicemail with a custom greeting and a transcript on every plan. Or point the line at the receptionist so leads are qualified instead of leaving a message.

    Read Voicemail, transcription, and visual voicemail
  4. ChatGPT & Claude (MCP)Text a client from ChatGPT or Claude

    Connect Ody over MCP and your assistant can read a thread, draft the follow-up and send it from your business number, without leaving the chat.

AI receptionist

The calls an agency gets, qualified before you pick up.

You describe services, ideal clients, minimum engagement and how you take intros. The receptionist qualifies from that, books intros and takes detailed messages for existing clients.

New business

Inbound leads and referrals

Asks the qualifying questions you specify (company, timeline, budget range, referral source) and books the intro onto a real slot.

How the receptionist works
Clients

"Can I grab five minutes with Sam?"

Takes the message with the account and the topic, posts it to the client's thread and tells the caller when to expect a callback.

Shared inbox
Vendors

Invoices and vendor questions

Captures the vendor, the invoice and the question, and creates a task for whoever handles billing.

How the receptionist works
Press & partners

Speaking, podcasts, partnerships

Collects the details you'd want and texts the caller your contact form or calendar link.

Business texting
After hours

Evenings and time zones

Answers first ring, qualifies, books intros for the week, texts back anyone who hung up.

How the receptionist works

The record

Every client call logged where the account lives.

Calls and texts log to the contact in Attio, Pipedrive, Close or folk natively. On Growth and above, recorded calls are transcribed and summarized into scope, decisions and next steps. Voicemail transcripts are on every plan.

  • Calls and texts logged natively to Attio, Pipedrive, Close, folk and more
  • Recording, transcript and AI summary on every answered call on an enabled line
  • Summaries into Notion, Asana or Slack through native integrations and Make
  • Voicemail transcripts on every plan
Call summaryGenerated by Ody
Caller
Referral lead · Tallgrass Coffee · +1 (512) 555-0451
Reason
Rebrand launching October, mid five-figure budget, referred by Priya at Verdant.
Told
Fits Northlight's engagement size. Questionnaire sent by text.
Next action
Intro with Sam Thu 11:00 AM. Log to Attio.
Recording and transcriptOpen in the inbox

Your stack

Works with the tools an agency already runs on

Most of an agency's stack connects natively. Anything else is reachable through Make, webhooks or the REST API.

  • Attio, Pipedrive, Close, folk

    calls and texts logged to the contact and deal

    NativeIntegration
  • Notion, Asana, ClickUp, Trello

    tasks from calls and texts on the project board

    NativeIntegration
  • Slack

    new-business calls and client voicemails posted to a channel

    NativeIntegration
  • Stripe

    invoice and payment status on the client thread

    NativeIntegration
  • Fireflies

    meeting notes alongside call summaries

    NativeIntegration
  • Make

    connect Harvest, HubSpot and the rest

    NativeIntegration

Browse all 43 integrations, or connect anything else through Make and the REST API.

Rollout

Live in an afternoon, not a quarter

No hardware, no consultant, no call-flow diagram. Four steps and the line is answered.

  1. 01

    Pick or port a number

    A local number in your market, a toll-free line, or the one already on your site. Porting is free.

  2. 02

    Describe the agency

    Services, ideal clients, minimum engagement, how intros work. Plain sentences.

  3. 03

    Connect the CRM

    Attio, Pipedrive, Close or folk in a few clicks; every call and text starts logging to the contact.

  4. 04

    Tune the qualifier

    Read a week of transcripts and tighten the questions until the intros it books are the ones you want.

Resources

Guides for agencies and consultancies

The concepts behind this setup, explained without the jargon.

What businesses need to know about second phone numbersHow a business number rings an app instead of a SIM, what stays separate from the personal line, and how the alternatives compare.Read guide What businesses need to know about CNAMWhy CNAM is a 15-character North American database lookup, why dips are optional, and why a phone’s address book still wins.Read guide What businesses need to know about voicemailLearn how greetings, no-answer timers, transcription, and shared boxes work, and why ringless voicemail is regulated as a call.Read guide

FAQ

Agencies & consultants: common questions

Yes. The business number is included with your seat; calls and texts go out from it and it shows your business name as caller ID on US local numbers.

More industries

Also in professional services, and nearby

Firms where the first call decides who gets hired.

Professional servicesInsurance agenciesClaims, quotes and renewals answered at 9pm on a Sunday.Professional servicesLaw firmsIntake calls answered while you're in court, every call on the record.Professional servicesAccounting & tax firmsTax-season calls answered, document requests texted, every client in one inbox.Professional servicesFinancial advisorsClient calls recorded and summarized, prospects booked, nothing on a personal cell.Professional servicesStaffing & recruitingCandidate calls answered, shift confirmations texted, recruiters measured.Professional servicesIT services & MSPsA support line with a menu, an on-call ring order and tickets in Zendesk or Freshdesk.

Comparing options? Ody vs OpenPhone · Ody vs Google Voice · Ody vs Dialpad

All industries Home services, Cleaning services, Landscaping & lawn care, Pest control, Moving companies, Contractors & remodelers, Medical practices, Dental practices, Veterinary clinics, Therapy & counseling, Physical therapy & chiropractic, Home care agencies, Insurance agencies, Law firms, Accounting & tax firms, Agencies & consultants, Financial advisors, Staffing & recruiting, IT services & MSPs, Real estate, Property management, Restaurants, Salons & spas, Fitness studios & gyms, Auto repair shops, Hotels & vacation rentals, Retail shops, Trucking & logistics, Towing & roadside, Ecommerce brands, Startups & SaaS, Schools & childcare, Nonprofits

Never miss another customer.

Port your number, train your agent in minutes, and put your line on autopilot. Or keep the AI off entirely. Your call.