Complete digital ecosystem integrating CRM, marketing automation, CMS, client portals, and AI-enhanced support—built for scale and efficiency.
Presentation By
Angela Gallenero, HR Director | Managing Partner • ODM Agency
2026
Modern agencies and businesses face a complex web of disconnected tools. This fragmentation creates operational friction that limits growth potential.
"Digital transformation fails in the gaps between systems."
Industry Data: Organizations use 16+ different SaaS tools on average, with 43% of workweek lost to context switching.
Disjointed tools create isolated data pockets, forcing teams into manual reconciliation and duplicate entry cycles.
Without unified automation, leads slip through cracks, resulting in 37% lower conversion rates.
Managing 16+ SaaS subscriptions creates $142K+ annual overhead and IT maintenance nightmares.
Manual processes break at 15+ employees. Lack of centralized visibility blocks data-driven decisions.
ODM Agency Platform Overview
Replace 16+ tools with one platform: CRM, marketing automation, CMS, client portals, and support in a single interface.
Automate workflows with behavioral triggers, smart tracking, and AI assistants that learn and optimize from your data.
Visual pipeline boards and comprehensive lead timelines keep teams aligned across every client interaction.
Launch high-ranking websites and conversion funnels 67% faster with no-code visual builders and 24/7 AI support.
Based on recent engagement, Lead #402 is ready for a demo call. 87% match score.
ODM Agency Platform Overview
AI workflows & behavioral automations
Visual Pipeline Boards with drag & drop
Detailed Lead Timelines & engagement tracking
Predictive lead scoring & conversion analytics
Email, SMS, & Social behavioral triggers
Smart tracking pixels & conversion optimization
Personalized messaging at scale with AI
Multi-channel campaign analytics
No-code visual drag & drop builder
High-ranking, fast loading websites
Layered style controls & component library
SEO optimization & performance analytics
Branded client spaces & dashboard
Automated onboarding & asset management
Membership & training course delivery
Project collaboration & file sharing
Live chat widgets with human handoff
Trainable AI chatbots (24/7 availability)
Data-driven personalized service
Ticket management & escalation workflows
ODM Agency Platform Overview
Stop letting leads slip through the cracks. ODM Agency's CRM uses built-in AI workflows to keep every opportunity on track automatically.
Visual organization of sales stages. Drag and drop deals to update status and trigger automated workflows instantly.
Track engagement history in one view—every email open, page visit, and call recording is logged automatically.
Set up behavioral triggers to send follow-ups, assign tasks, and move leads based on real-time interactions.
Global Tech Audit
$4,500 • Sarah J.
Local SEO Pack
$1,200 • Mike R.
Enterprise CRM
$12,000 • David L.
AI: Follow-up drafted
Web Redesign
$8,500 • Acme Corp
Workflow Triggered
Contract sent to David L.
ODM Agency Platform Overview
Deliver personalized messaging across every channel. The AI-driven engine uses behavioral data to send the right message at the perfect moment.
Unified messaging via email, SMS, voicemail drops, and social posts—managed from a single conversation stream.
Pixels track every click and page visit to trigger hyper-personalized follow-ups based on specific user actions.
Build "set and forget" campaigns that automatically warm up leads and reactivate cold prospects 24/7.
Trigger
Form Submitted: "Book Demo"
Action: Email
Send: "Welcome + Calendar Link"
Add Tag: "Warm Lead"
Send SMS Nudge
ODM Agency Platform Overview
Build high-ranking, fast-loading websites without writing code. ODM Agency functions as a growth engine, giving you complete style control.
Drag-and-drop interface for creating stunning sites. Edit content inline and see changes instantly in real-time.
Maintain professional control over the DOM. Nest columns, rows, and sections precisely for pixel-perfect responsiveness.
Native optimization ensures pages load blazingly fast and rank higher. Built-in metadata tools make SEO effortless.
ODM Agency provides the all-in-one toolkit you need to streamline operations and grow revenue.
SEO Optimized
Score: 100/100
ODM Agency Platform Overview
Elevate your agency's professionalism. Give clients a dedicated, branded hub for onboarding, assets, and training—without building it from scratch.
Your logo, your colors, your domain. Clients experience your brand seamlessly, while the ODM Agency engine powers it invisibly.
Automate intake with checklists and provide role-based access to real-time performance dashboards and assets.
Host exclusive video courses, webinars, and documentation libraries directly inside the portal to educate and retain clients.
Global Tech Audit • Premium Plan
Module 1 • Video Course
Uploaded 2 hours ago
Payment Received
Access Granted
ODM Agency Platform Overview
Provide instant, 24/7 answers without burning out your team. Our AI agents learn from your data to deliver personalized support at scale.
Embed customizable chat widgets on your websites and client portals to capture inquiries instantly, anywhere.
Upload your docs, FAQs, and past tickets. The AI trains on your specific data to give accurate, brand-aware responses.
When an issue is complex, the AI instantly routes the chat to a human agent with full conversation history context.
I need help with my billing cycle...
Can I add more users to the...
API integration keeps failing...
[email protected] • Premium Plan
I can help with that! You can update your payment method in the Billing Settings.
AI Answer (Confidence: 98%)
Auto-Resolved
Ticket #2948 closed by AI
ODM Agency Platform Overview
Skip the years of building infrastructure. The Agency Startup Program provides a turnkey ecosystem designed to attract, close, and fulfill clients from day one.
High-performance site pre-built to convert visitors.
"Worker Technology" handles outbound campaigns 24/7.
White-label team executes services at wholesale cost.
AI-powered directory to attract organic traffic.
Central Command
Asset
SaaS Website
Engine
Worker Tech
Team
Wholesale Ops
Growth
Niche Directory
ODM Agency Platform Overview