“Enquiries go missing”
Web forms, e-mail, WhatsApp and phone calls all land in one pool. Anything unassigned waits at the top of the list.
PRODUCT · BUILT ON ODOO
CRM Customer Relationship Management
Where every enquiry came from, who is sitting on it and why it was lost, all on one screen.
In most companies customer data lives in three places: someone’s phone, a spreadsheet and a WhatsApp thread. When the salesperson leaves, the knowledge goes with them. Odoo CRM brings the three together, and the quotation and the order sit on the same record.
What it solves
These three come up more than anything else in a first conversation.
“Nobody knows who did what”
Every opportunity carries its call notes, logged conversations and sent quotations. The next step is written down as a task with a date on it.
“Nothing is measured”
Reports show which channel converts, at what rate and in how many days. Ad budget follows the numbers.
The path an enquiry takes
- 01
Lead
- Website form
- Inbound e-mail
- 02
Opportunity
- Owner assigned
- Budget and date
- Next call
- 03
Quotation
- PDF quotation
- E-signature
- Awaiting approval
- 04
Order
- Stock deducted
- Invoice issued
- Payment tracked
Odoo modules involved
These are Odoo’s own modules. We write whatever is missing, rather than building a program from scratch.
CRM
Drag-and-drop pipeline, lost reasons, target tracking.
Sales
Quotation templates, discount rules, recurring contracts.
Email Marketing
Segmented campaigns, open and click rates.
Calendar
Meeting calendar, two-way sync with Google Calendar.
Sign
Quotations and contracts signed in the browser.
Marketing Automation
Automatic flows, such as a reminder three days after a customer goes quiet.
Getting it running
We map the pipeline
We work out the stages an enquiry actually passes through at your company. No template is imposed.
We migrate what exists
Spreadsheets, phone contacts and old records are de-duplicated and imported.
We connect the channels
Website forms, company e-mail and the WhatsApp line all feed straight into the CRM.
We train the team and stay close
On-site training, short videos recorded with your own data, and priority support for the first three months.
Connects to
- WhatsApp Business
- Google Calendar
- Gmail / Outlook
- Meta Lead Ads
- IP telephony (VoIP)
- Website forms
Why Odoo
One database
The modules are different screens onto the same data. No bridges to build, no data to shuttle between them.
Grows a piece at a time
Start with one module and switch on another six months later. Nothing is rebuilt, the data stays where it is.
The data stays yours
Your own server or the cloud, it makes no difference: you can export the entire database whenever you want.
Frequently asked
How many users does it suit?
The same structure works for a two-person sales team and for a hundred people. A small team takes about a week to set up; with a larger one, permissions and reporting stretch that out.
Where is our data kept?
Your call: Odoo’s cloud, your own server, or a server we manage. In all three the database is entirely yours and can be exported.
Will it work with our accounting software?
Yes. Either you move to Odoo accounting, or order and invoice data is pushed into the software you already use. The second gets you started faster; the first leaves less manual work later on.
Can it be used from a phone?
Yes, Odoo has a mobile app. Field staff write the call note as they leave the customer instead of waiting until they are back at the office.
Half an hour is enough to know whether it fits.
How many of you there are, what you track today and how. We talk it through and give you a straight answer. If it does not fit, we say so.
Other products
Let the next project be yours.
Tell us what you have in mind; within two working days we come back with scope, timeline and a budget.