You're the founder, you're busy.
I otto-mate your back office.
Pipeline, invoices, time, books, calendar — one app for designers, agencies, and consultants who'd rather be running the practice than running the office. Multi-currency from day one. Tell me what to otto-mate next.
no credit card · 1-minute setup · cancel any time
You're paying $66/month to run your business across seven apps.
And paying again — with an hour every morning of context-switching between them. Otto replaces the stack with one app.
See the mathThe things you actually do every week.
A pipeline that knows what each deal is worth.
Drag deals between stages. See the value, the contact, and the next step on every card. Deal totals roll up to the column header — no spreadsheet sidekick needed.
- Drag-and-drop kanban
- Stage value totals
- Linked contacts + tasks
Three things, done properly.
Not a feature grid of twenty things done halfway. Three pillars, each deep enough to replace what you're using.
One schema. All your work.
Pipeline, contacts, PDF invoices emailed straight to the client, the books in revenue-and-expense form, time tracked against deals, calendar tied to the deals it belongs to, tasks attached to the same. One database, one screen — nothing duct-taped together.
- Pipeline + deals
- PDF invoices
- Books + ledger
- Time on deals
- Calendar + events
- Tasks + team
Multi-currency from line one.
Most CRMs bolt currency on as an afterthought. We built Hey Otto outside the US, for service businesses that bill in euros, dollars, shekels, pounds — sometimes all four in the same month. Live FX, primary and secondary currency on every org, every deal in its own.
- Native multi-currency
- Live FX rates
- Per-deal currency
- PDF invoices
- Bank import via Otto
- Time-zone aware
An agent that asks first.
The AI is a power tool, not a black box. Every write — yours or his — surfaces as an editable card before it commits, and stays undoable after. Reads are free. Otto sits quietly until you call him. The app works completely without ever talking to him.
- Approve before save
- Edit any field
- 30-day undo
- Full audit log
- Reads stay free
- Optional, never imposed
Edit it. Approve it. Undo it.
When Otto drafts an action — or you make one yourself — every change is a card you can edit before it commits, and undo after. No silent edits. No hidden writes.
Edit any field
Cards are fully editable. Wrong amount? Wrong date? Tweak it. Then approve.
Approve before save
Every write — manual or agent — surfaces a confirmation. Reads stay free.
Undo any time
30-day undo on every action. Audit log of every change, ever.
"Send the deposit invoice for the Acme brand redesign — 30% of total, due in 14 days."
One example. The same card pattern wraps every change in the app.
Priced against the stack you'll delete.
Not per-seat. Not per-contact. Plans scale with the size of your team, nothing else.
Find your people.
Hey Otto is shaped around how each kind of service business actually runs. Pick yours for the version of this page that speaks your dialect.
- Design agenciesStudios that judge software in 4 seconds
- Marketing agenciesNo per-AE tax. Capped seats from $69/mo.
- Dev shopsLinear runs the code. Hey Otto runs the rest.
- Independent consultantsPipeline + retainer billing + time tracking
- CoachesRecurring program billing + calendar + notes
- Anglo-Israeli freelancersUSD + ILS native. English-first. Made in Tel Aviv.
Coming from another tool?
Honest comparisons against the tools you're probably using today. We name where they win, too — so the wins we claim are credible.
I built Otto because I was running my own service business out of seven tabs and lying to myself about how productive I was.
Every "all-in-one" platform was great at one thing and shallow on the rest. Every CRM was built for sales teams of fifteen, not operators of one. So I built the app I wanted: deep where the work actually lives — pipeline, invoices, time, money — and shallow everywhere else.
Otto came later. He's the otter who lives inside the app and does the busywork when you ask. He is not the product. The product is the app.
Things people ask.
Is this a CRM?
It includes one — but it is also your invoicing, your time tracking, your calendar, and your books. We replace the stack a service business runs on, not just the pipeline.
Who is this for?
1–10 person service businesses. Designers, marketers, dev shops, consultants, coaches. People who sell their work. Not enterprise sales teams.
Can I import from HubSpot, Pipedrive, or HoneyBook?
Yes. CSV import for contacts, companies, and deals. Bank statement import (PDF or CSV) for finance records. We handle the messy parts.
Multi-currency?
Native. Primary + secondary currency per org. Live exchange rates. Invoices in any currency. Built outside the US.
Do I have to use the AI?
No. The app works as a regular all-in-one without ever talking to Otto. He is a power tool, not a dependency. Type, click, drag — it all works.
What if Otto makes a mistake?
Every change shows an editable confirmation card before anything happens. 30-day undo on every action. Full audit log. Mistakes are recoverable by design.
Is there a free plan?
Yes. 1 user, unlimited contacts, light agent use. Enough to feel the app without a credit card.