Revenue & Orders
Track revenue, order volume, open payments and business activity from one place.
Ottili HQ
From first lead to final payment — in one workspace.
Ottili HQ is the AI business-automation surface inside Ottili ONE. Track customers, deals, quotes, orders, invoices, payments and open items end to end, with tasks, Ottili Files and Ottili AI working in your company context.
AI business automation for your daily company operations
Product preview
A look inside Ottili HQ — lead-to-cash, clickable.
This interactive preview shows a real company-operations flow: customer, lead, deal, quote, order, invoice, open item and payment — plus tasks, files and AI business operation. Example data, not a live account; every step shows its honest status.
Ottili HQExample
Conceptual preview · example dataLead-to-cash in Ottili HQ
One company-operations flow from first contact to collected payment, in a single workspace.
Customers is a real Ottili HQ record in the lead-to-cash flow.
- Record type
- customer
Example workspace · sample data
Customers
What it covers
Everything you check every morning, finally in one place.
Ottili HQ gives you a single overview of the numbers and tasks that run your business — designed for clarity, not complexity.
Customers & Deals
Manage customers, leads, deals, follow-ups and simple CRM workflows.
Products & Inventory
Keep an eye on products, stock levels, procurement tasks and marketplace activity.
Finance & Tasks
Monitor expenses, open invoices, tasks, notifications and operational priorities.
Daily workflows
Built around how you actually work.
Ottili HQ is not a reporting tool — it is a working surface. These are the daily workflows it handles.
Morning overview
Open one view and see yesterday's revenue, open orders, pending customer messages and tasks requiring action today.
Order tracking
All channel orders in one place — from Shopify, eBay and other channels — with status, payment and fulfillment state.
Customer management
Track leads, deals, repeat customers and follow-up tasks without a separate CRM tool taking up another window.
Finance snapshot
Open invoices, recent payouts, pending expenses and monthly cash flow — visible at a glance, not buried in spreadsheets.
Daily task list
Business tasks, team reminders and workflow-generated action items all land in one prioritized task list.
Operational alerts
Important events from connected tools — stock issues, failed automations, pending approvals — surface in one place.
How Ottili HQ fits together
One product, not a pile of tools.
Ottili HQ is the AI business-automation product in Ottili ONE. At its center is the Business Hub — your CRM and ERP core for customers, deals, orders and invoices. Around it, Ottili AI, Ottili Files and Ottili Flows connect to that same company context: assisted work, stored knowledge and reliable automation all grow from the same data.
Business Hub (CRM/ERP core)
Customers, leads, deals, orders, invoices, payments and inventory — one data model, one place.
Ottili AI (operator)
Company AI that works inside the Ottili HQ context — with approval before anything goes external.
Ottili Files
Company-scoped storage that links Ottili HQ records to AI, Flows and LD3.
Ottili Flows
AI-first workflows with triggers, conditions and approvals — straight from Ottili HQ.
What Ottili HQ covers
Every step is a real business record.
From first contact to collected payment — that is the lead-to-cash flow in Ottili HQ. Every feature below is a real company record with an honest status; nothing is claimed as available that is not.
Lead-to-cash
- LiveCustomers
- LiveLeads
- LiveDeals
- LiveQuotes
- LiveOrders
- LiveInvoices
- LiveOpen items
- LivePayments
Around the flow
- LiveTasks
- LiveFilesvia Ottili Files
- LiveAI business operationvia Ottili AI
Business Hub — operational core
The ERP/CRM core that runs your company.
The Business Hub is the core of Ottili HQ: one connected data model for customers, sales, purchasing, finance, tasks and reports. Every surface shows its real status — no faked availability.
Live
Customers
One customer file for every relationship — contact history, communication logs and lifecycle stage across all channels.
Live
Leads
Capture and qualify leads from every source, track pipeline stages and follow up systematically from first contact.
Live
Deals
A visual deal pipeline with stage tracking, probability estimates and automated follow-up reminders.
Live
Quotes
Create, send and track quotes with templates, version history and conversion analytics.
Live
Orders
A unified order inbox from every sales channel with status, fulfillment and customer communication in one place.
Live
Invoices
Generate invoices from orders, track payment status, send reminders and manage billing cycles.
Live
Payments
Monitor payment transactions, reconcile against orders, handle refunds and track cash flow.
Live
Inventory
Stock-level monitoring, low-stock alerts, procurement workflows and multi-location inventory.
Live
Purchasing
Purchase orders, supplier records and procurement linked to the same inventory and finance data — no second system.
Live
Tasks
Business tasks, follow-ups, reminders and workflow-generated action items in one prioritized list.
Live
Documents
Business documents attached to the records they belong to — customers, deals, orders and invoices — via Ottili Files.
Live
Reports
Revenue trends, customer metrics, conversion rates and operational performance without a separate reporting tool.
Live
AI operation
Ottili AI works inside the same company context — drafting replies, quotes and actions, always with your approval before anything goes external.
CRM capabilities
Customer relationships, fully tracked.
Ottili HQ provides the core CRM features you need to manage relationships from first contact to repeat business — all in one place.
Conceptual preview · example data
Ottili HQ
Revenue (MTD)
Demo€48.2k
▲ +12.4%
Open orders
Demo37
▲ 8 new
Tasks due
Demo5
today
Recent orders
ShopifyNew order · #1042€129Paid
eBayQuote request · #1087€389Shipping
KleinanzeigenTrade inquiry · #1103€240Review
ShopifyRepeat order · #1128€74Paid
Example workspace · demo data, not live.
Customers, leads, deals and quotes
Customer management
Central customer database with contact history, communication logs and relationship tracking across all channels.
Lead tracking
Capture and qualify leads from multiple sources, track pipeline stages and follow up systematically.
Deal pipeline
Visual pipeline for opportunities, stage tracking, probability estimates and automated follow-up reminders.
Quote management
Create, send and track quotes with templates, version history and conversion analytics.
ERP capabilities
Operations and transactions, unified.
The ERP core handles orders, billing, inventory and financial tracking — so you can run operations without manual spreadsheets and disconnected systems.
Orders, invoices and payments
Order management
Unified order inbox from all sales channels with status tracking, fulfillment workflows and customer communication.
Invoice automation
Generate invoices from orders, track payment status, send reminders and manage billing cycles.
Payment tracking
Monitor payment transactions, reconcile with orders, handle refunds and track cash flow.
Inventory control
Stock level monitoring, low-stock alerts, procurement workflows and multi-location inventory.
Purchasing
Buy what the business needs, on the same data.
Purchase orders, suppliers and incoming goods connect to the same inventory and finance records as your sales side — so procurement and fulfillment never drift apart.
Purchase orders & suppliers
Procurement as records with supplier, status and a link to the incoming goods.
Tied to inventory
Incoming goods update the same stock as sold items — one count, no double entry.
Documents
Every document lives with its record.
Quotes, contracts, invoices and attachments attach to the customer, deal, order or supplier they belong to. Documents are stored through Ottili Files, so the same file is available to AI, Flows and LD3 inside your company context.
Quote & invoice files
Generated documents stay attached to the record they explain — findable, not buried.
Shared in company context
Ottili Files links HQ records to AI, Flows and LD3 — same context, no copies.
Reports
Know the numbers without a reporting tool.
Revenue trends, customer and conversion metrics, cash flow and operational performance surface from the same records you work in daily — no export to a second dashboard.
Revenue & conversion
Pipeline, won deals and repeat customers — straight from the HQ records.
Cash flow & receivables
Open items, incoming payments and pending expenses in the same view as your invoices.
Ottili AI as your operator
An AI that does the work — under your supervision.
Ottili AI is the operator inside Ottili HQ. It summarizes, drafts and suggests, but always stays in your company context and waits for your approval before anything goes external.
Ottili AI as your operator
Drafts, not raw output
Ottili AI summarizes customer history, drafts quotes and answers messages as drafts — never sends on your behalf without review.
Approval before external action
Customer replies, purchases and publishing actions go through the approval queue. Nothing leaves the building without your decision.
In your company context
AI works against HQ data — customers, orders, invoices — only with your permission and only within the selected company.
Reusable knowledge
What AI learns stays in the company context and is available for later tasks — no isolated chat threads.
Approvals — you stay in control
Critical steps go through you.
Ottili HQ is approval-first: customer replies, purchases, publishing actions and automated billing steps are not executed until a required approval is granted. Nothing unexpected leaves your company.
Approval queue
Ottili AI · 3 pending · example
Support AgentEmail
Reply to customer #4821
Drafted a refund-status reply in the customer's language.
96% confidence
Commerce AgentMarketplace
Publish eBay listing
iPhone 13 · €389 · 12 photos · price within target margin.
91% confidence
Sourcing AgentNeeds review
Approve purchase · €240
Kleinanzeigen deal scored 8.7/10 — above the buy threshold.
84% confidence
Every action is logged and reversible until you approve.
End-to-end in Ottili HQ
One lead, all the way to cash — in one workspace.
See a real company-operations flow: customer, lead, deal, quote, order, invoice, open item and payment — plus the tasks, files and AI operation around it. Every step is a real Ottili HQ record.
One company-operations flow from first contact to collected payment, in a single workspace.
- LiveCustomers
- LiveLeads
- LiveDeals
- LiveQuotes
- LiveOrders
- LiveInvoices
- LiveOpen items
- LivePayments
Around the flow
- TasksLive
- FilesLivevia Ottili Files
- AI business operationLivevia Ottili AI
See Ottili HQ in action
One lead, all the way to cash — in one workspace
Follow a real company-operations flow from a captured lead through records, documents, the approval gate and the final payment. Every step is a real Ottili HQ record — no spreadsheet, no copy-paste, no autonomous sends.
Demo Company: Northwind Trading
Sample data — a prepared demo company, not a real customer. The flow reflects real Ottili HQ capabilities.
A prospect shows intent; Ottili HQ captures it as a structured lead record.
- Record
- Lead NORTH-2026-0117 · Northwind Trading · source: webshop inquiry · owner: Sales
- Outcome
- One lead record, no duplicate CRM, no copy-paste from email.
- Ottili HQPrivate Beta
A lead comes in
Integrations
Ottili HQ connects to the tools you already use.
Marketplaces, payments, accounting and communication land in the same workspace as the records they belong to — customer, lead, deal, quote, order, invoice, open item, payment, plus tasks, files and AI business operation. Every connection shows its real status — no faked availability.
MarketplacesShopify, eBay and other channels
PaymentsStripe, PayPal and bank payouts
AccountingInvoices and ledger exports
CommunicationEmail and customer channels
Connected records
- LiveCustomers
- LiveLeads
- LiveDeals
- LiveQuotes
- LiveOrders
- LiveInvoices
- LiveOpen items
- LivePayments
- LiveTasks
- LiveFilesvia Ottili Files
- LiveAI business operationvia Ottili AI
Available connections
AmazonPlannedAnthropicLiveAPI KeysLiveBilling systemsLiveBrave SearchPlannedCloudflareLiveCursorPlannedCustom APIsLiveDiscordPlannedeBayLiveGeminiPlannedGitHubLiveGmailLiveGoogle PlacesPlannedInvoicesLiveKleinanzeigenLiven8nPlannedOpenAILiveOttili AI tools (MCP)LiveOttili AuthInternalOttili FilesInternalShopifyLiveSlackLiveStripeLiveTelegramLive
Security & data handling
Your business data stays inside your company.
Ottili HQ handles customers, leads, deals, quotes, orders, invoices, open items and payments — plus tasks, files and AI business operation — inside one company boundary. Every guarantee carries its honest status from the Ottili product registry.
Security & data handling
Your business data stays inside your company
Ottili HQ handles your lead-to-cash records — customers, leads, deals, quotes, orders, invoices, open items and payments — plus tasks, files and AI operation, inside one company boundary. Every guarantee below carries its honest status from the Ottili product registry; nothing claims a certification or standard we have not verified.
- LiveCompany-scoped isolation
- LiveEvery record in your company context
- LiveApproval-first AI operationvia Ottili AI
- LiveFiles stored in Ottili Filesvia Ottili Files
- LiveAuditable actions
- LiveAccess control per company
- PlannedData handling transparency
- LiveAI stays in your contextvia Ottili AI
What this means for your records Customers, leads, deals, quotes, orders, invoices, open items and payments — and the tasks, files and AI operation around them — are company-scoped. Ottili AI works inside that same context and waits for your approval before anything goes external.
Pricing & availability
What is available — and what it costs.
Ottili HQ covers the entire lead-to-cash flow: customer, lead, deal, quote, order, invoice, open item and payment — plus tasks, files and AI business operation. The availability of every record comes from the Ottili product registry; the prices come from the central Ottili ONE pricing catalog. No invented price tag.
Availability
What is available in Ottili HQ today
Every record below is a real Ottili HQ business object with its honest readiness status. Availability comes from the Ottili product registry — nothing is shown as available that is not.
- LiveCustomers
- LiveLeads
- LiveDeals
- LiveQuotes
- LiveOrders
- LiveInvoices
- LiveOpen items
- LivePayments
- LiveTasks
- LiveFilesvia Ottili Files
- LiveAI business operationvia Ottili AI
Pricing
Pricing for Ottili HQ
Ottili HQ is included in Ottili ONE plans. Plan prices come from the central pricing catalog; HQ plan packaging is a draft and may change before public beta.
- StarterDraft€39/moNot includedStart with Starter
- ProDraft€299/moNot includedStart with Pro
- BusinessDraft€499/moNot includedContact sales
HQ plan packaging and prices are drafts. They are sourced from the central Ottili ONE pricing catalog and may be adjusted before public beta. You are never charged without explicit confirmation.
Operations and intelligence
Tasks, analytics and team collaboration.
Ottili HQ goes beyond data storage — it helps you act on that data with task management, analytics and team features built for daily operations.
Task management
Business tasks, follow-ups, reminders and workflow-generated action items in one prioritized list.
Business analytics
Revenue trends, customer metrics, conversion rates and performance insights without separate reporting tools.
System integrations
Connect accounting software, payment gateways, marketplaces and other business tools to Ottili HQ.
Team collaboration
Shared access with roles, permissions and audit trails for teams working on customers and deals.
How it connects
One system. Your entire business flow.
Ottili HQ is designed to work with the rest of Ottili ONE — not as a standalone tool, but as the central data layer that connects to automations, AI and integrations. When a customer places an order, Ottili HQ records it, triggers workflows for fulfillment, updates inventory and prepares invoicing automatically. When a lead comes in, Ottili HQ captures it, assigns follow-up tasks and tracks conversion through the pipeline. Every action stays connected to the source.
Implementation status
Core features available. Expansion in progress.
Ottili HQ is in active development. The foundational CRM and ERP capabilities described here are being implemented incrementally. Some features may be in beta or require configuration. We prioritize data integrity, security and real business utility over feature breadth. If you need specific capabilities for your business workflow, contact us to discuss implementation priorities.
Changelog & version
What is moving in Ottili HQ.
Ottili HQ covers the whole lead-to-cash flow — customer, lead, deal, quote, order, invoice, open item and payment — plus tasks, files and AI business operation. Every change to it is in the public changelog; the version comes from the Ottili product registry, not an invented platform number.
Ottili ONE ships independently. The Ottili HQ version is sourced from release data — it claims no availability that is not backed up.
FAQ
Questions about Ottili HQ
Answers on lead-to-cash, customers, deals, quotes, orders, invoices, payments, open items, tasks, files and AI business operation — without claiming availability we cannot back up.
The Ottili HQ questions are not configured yet.
Ottili HQ
Get your business overview.
Connect your tools and see everything in one place. Ottili HQ is included in every Ottili ONE workspace.