Odoo CRM Extension for Sales Team
B2B Services · Services | CRM
3 weeks, 2024
OdooPythonXMLEmail Automation
The problem
Sales reps used external spreadsheets alongside Odoo, leading to duplicate data and missed follow-ups.
Our approach
Extended Odoo CRM with custom stages, automated reminders, and a simplified mobile-friendly kanban view.
What we built
- Custom pipeline and activity rules
- Email templates and scheduled actions
- Training docs and handoff session
Technical highlights
- Follow-up compliance improved by 40% in 60 days
Results & outcome
- Sales leadership retired the parallel spreadsheet workflow
- Average deal cycle shortened by 12%