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From lead to invoice

Sales & CRM Automation

Keep leads, quotations and follow-ups in one pipeline that hands orders to delivery and invoicing on its own.

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Odoo Enterprise CRM app
What is included

Sales & CRM Automation, done properly

Everything we cover in a typical sales & CRM Automation project.

Lead pipeline

Quotation templates

Follow-up reminders

Sales reporting

Quotation templates with online signature

Sales dashboards for managers

How we work

A clear path from first call to go-live

01

Discover

We study how your team works today and agree the goals for Sales & CRM Automation.

02

Plan

You get a written scope, timeline and price before any work starts.

03

Build

We configure and develop in small steps, with a review at every milestone.

04

Support

After go-live we stay with you for fixes, questions and improvements.

Odoo apps involved

Apps we work with for this service

Odoo Enterprise CRM appOdoo CRMA visual pipeline from new lead to won deal.Odoo Enterprise Sales appOdoo SalesProfessional quotations with optional products and discounts.Odoo Enterprise Email Marketing appOdoo Email MarketingDrag-and-drop email designer and templates.Odoo Enterprise Subscriptions appOdoo SubscriptionsRecurring plans: monthly, yearly or custom.

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Free consultation

Let us talk about Sales & CRM Automation

Share a few details and we will reply with clear next steps and an honest estimate.

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