CRM Solutions & Business Automation
Odoo CRM Implementation
Odoo CRM implemented alongside sales, inventory and accounting for a single connected business system.
Scope
What is included
Edition and hosting advice
Community, Enterprise, Odoo.sh or self-hosted
CRM pipelines
Lead and opportunity stages, activities and teams
Quote to invoice
Sales orders, delivery and invoicing connected
Custom modules
Built to Odoo conventions for safer upgrades
Data migration
Customers, products and open deals imported
Business benefits
What it means for your business
- No lead left behind Every inquiry captured, assigned and followed up automatically.
- Pipeline visibility Accurate stages, forecasts and activity reporting.
- Less admin Repetitive data entry and reminders handled by workflows.
- Connected tools CRM linked to your website, email, accounting and e-commerce.
How we work
A clear process from first call to support
Discovery
We learn how your business works, what is not working today and what success should look like. You get clear questions, not a sales script.
Planning
We agree scope, priorities, platform choices, timeline and budget in writing, so everyone knows exactly what will be delivered.
Implementation
We design and build in short iterations, sharing progress regularly so you can give feedback before anything is final.
Testing
We test functionality, data, security, performance and mobile layouts, then run user acceptance testing with your team.
Launch & training
We launch carefully, monitor closely and train your team with practical walkthroughs and documentation.
Support & improvement
After launch we fix issues quickly and keep improving, with optional monthly support and optimization plans.
Have a project in mind? Let’s scope it together.
Tell us what you want to build, fix or automate. We will reply with practical next steps, a realistic timeline and a clear estimate.