01
Odoo CRM
Configuration, pipeline, stages, managers and commercial monitoring without losing opportunities.
CRM AND AUTOMATION
Odoo CRM and automation so that sales and operations work with the same context.
We implement Odoo CRM, the tool used by several of our clients, and we design flows and integrations that connect acquisition, commercial monitoring, teams and data without unnecessary complexity.
Odoo CRMin real productionpipelinestages and responsibleAutomationless manual workIntegrationsconnected toolsDatametrics to decide
WHAT WE SOLVE
CRM and automation without creating your own CRM.
We work with the tools you already use or can use. If your team needs Odoo CRM, we configure, integrate and adapt it to your commercial and operational processes.
02
Automation
Forms, tasks, emails and rules that reduce repetitive manual work and errors.
03
Integrations
Connections with web, email, ERP, billing, calendars and APIs when they provide real value.
04
Useful data
Panels and metrics aimed at business decisions, not at accumulating unused information.
DELIVERABLES
What can we build?
Implementation of Odoo CRM and automation aligned with the sales and operations way of working.
- Odoo CRM: configuration, business process and opportunity tracking.
- Automation of forms and internal processes.
- Integrations with existing applications and APIs.
- Dashboards, notices and operational metrics.
- Documented, secure and evolutionary basis.
METHOD
Discovery, design, development and improvement.
We start with objectives, users and processes. We design a delivered solution, develop in iterations and measure the result to improve after publishing.
- Discovery session: objectives, users, content and restrictions.
- Scope proposal, architecture and roadmap by phases.
- UX/UI design and iterative development with reviews.
- Publication, measurement and evolutionary support.
HOW A PROJECT IS DISTRIBUTED
What usually weighs the most in a CRM implementation.
Indicative distribution of work according to our experience. Each project is fine-tuned after the discovery session.
Processes and pipeline — ~35%Integrations and data — ~30%Automation — ~20%Training and adoption — ~15%
FAQ
Common questions.
Direct answers before starting.
Can you work with the CRM that we already use?
Yes. We review the processes, data and limits of the current tool before proposing integration or evolution. If you need CRM, we usually work with Odoo because several of our clients use it.
How do you avoid automating a poorly defined process?
We start with the real flow: who does what, with what information and where time is wasted. Automation comes after organizing that base.
Can the website be connected to the CRM?
Yes. We connect forms, requests and useful data with the CRM, maintaining consent, privacy and traceability.
CRM PROJECT
Tell us what commercial or operational process you want to order.
We propose an initial scope, priorities and next steps without committing to a solution you don't need.
- Response within 24/48 business hours.
- Business and audit oriented.
- No commitment.