Odoo partner-track

Odoo: CRM joined to the rest of the business

For SMEs with operations to run. Odoo puts CRM next to sales, invoicing, inventory, projects and manufacturing in one system, with an open-source edition and per-app licensing.

Services

What we do on Odoo

We implement the CRM first and extend into the operational apps as your processes need them.

01 of 05

Odoo implementation

From requirements to go-live, configured around your processes rather than the defaults.

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02 of 05

Development and integrations

Third-party integrations or custom development — we make Odoo fit your business processes.

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03 of 05

Odoo administration

Our certified experts ensure smooth operation of your Odoo environment.

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04 of 05

Business process analysis

With numerous deployments across various industries, we share our expertise for process improvements.

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05 of 05

Migration to Odoo

Moving from spreadsheets, a legacy CRM or another platform — we ensure a smooth migration.

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Odoo

Which apps we work in

Odoo is modular; most clients start with three or four apps and add more over time.

CRM

Kanban pipelines, predictive lead scoring and activity planning, with email and calls logged on the lead.

Sales

Quotation templates, online signature and a customer portal; a confirmed quote becomes an order automatically.

Invoicing

Invoices from orders or timesheets, online payments, recurring billing and bank reconciliation.

Inventory

Multi-warehouse stock, barcode scanning, reordering rules and stock levels visible on every quote.

Project

Tasks, milestones and timesheets, billed per hour or per milestone and linked to the order that sold them.

Manufacturing

Bills of materials, work orders, work-centre planning and quality checks, scheduled from confirmed sales orders.

Capabilities

What Odoo does for your business

The apps clients switch on most.

CRM and pipeline

Kanban pipeline, lead scoring and one-click conversion to quotes.

Quotes and orders

Quote templates with online signature; orders flow to delivery and invoice.

Invoicing and accounting

Recurring billing, bank reconciliation and Lithuanian VAT reports.

Inventory and purchasing

Multi-warehouse stock, barcodes and automatic reordering.

Manufacturing

Bills of materials, work orders and planning from confirmed sales.

Projects and timesheets

Tasks, timesheets and billing linked to the order that sold them.

Fit

When Odoo is the right choice

A good fit when

  • Your main challenge is operations: quotes, orders, stock, invoicing and projects in one database.
  • You are a product, distribution, manufacturing or project-based company, at any size.
  • You need CRM today and expect to add accounting or inventory soon after.
  • Many people outside sales will work in the system, and open source matters to you.

Consider another platform when

  • Your sales process needs territories, forecasting, quoting and partner channels at the heart of the system. Salesforce may fit →
  • You want a lighter setup that your own team can run, live in weeks, with marketing and sales on one platform. HubSpot may fit →
  • You prefer a fully self-serve platform; Odoo works best with a partner who plans the yearly upgrades with you.

Process

How an engagement runs

Every project follows the same four stages, whichever platform you choose.

1

Crystalize the need

We start by understanding your processes, then agree what Odoo should do differently.

2

Adapt the platform

Configuration, custom development and third-party integrations, scoped to your processes.

3

Deploy and migrate

Smooth rollout, data migration and employee training — with your peace of mind.

4

Administer and improve

Ongoing administration, plus extra hands from our team when yours needs them.

Odoo

Ready to run sales and operations in one system?

Share your company details with us, and our team will get in touch.