Stop losing leads in a WhatsApp chat nobody follows up on.
A sales pipeline built on Odoo CRM — every lead tracked, every follow-up automated, every deal visible to the whole team instead of living in one person's memory.
Most sales teams don't have a pipeline. They have a memory.
Leads scattered across WhatsApp, email, and a salesperson's notebook — deals that stall because nobody remembered to follow up, and no manager can see what's actually in progress until it's already lost. A proper pipeline fixes this without adding more admin work to your team's day.
Pipeline stages, lead sources, and automation designed around how your sales team actually sells.
Existing lead and deal data migrated in, so history isn't lost in the switch.
Sales pipeline running in the same system as your accounting, inventory, and support.
Typically three to five weeks, depending on team size and data migration.
A single sales team starting fresh is a smaller scope than multi-team migration from an existing CRM — the range below covers most engagements.
Sales Process Audit
How your team actually sells today, mapped honestly — including the workarounds nobody talks about in the sales meeting.
Pipeline & Automation Setup
Stages, lead scoring, and automated follow-up rules configured to match that real process, not a generic template.
Integration & Migration
Email, WhatsApp, and website lead capture connected; existing deal data migrated in from spreadsheets or another CRM.
Training & Go-Live
Hands-on training with your sales team — adoption fails without this step, so it's never skipped.
What's actually set up.
A working pipeline your sales team actually uses — not a CRM license nobody logs into after week two.
- Pipeline stages & deal workflow design
- Lead capture & scoring rules
- Automated follow-up sequences
- Email & WhatsApp integration
- Sales dashboard & reporting
- Existing data migration
- Mobile CRM access
- Team training & adoption support
The same CRM stack running our own sales pipeline.
This isn't a first-time setup for us — it's the system we use to manage our own client relationships daily.
Before you ask, you might wonder…
No — this can be set up as a standalone CRM. It's a stronger fit if you're already using or planning to use Odoo for accounting or inventory, since the pipeline then connects directly to the rest of your business data.
Yes — existing leads, deals, and contact history are migrated in as part of the setup, mapped to the new pipeline structure rather than dumped in as a flat import.
Included as standard — a CRM your sales team doesn't know how to use gets abandoned within a month, so hands-on training is part of every engagement, not an upsell.
Yes, via WhatsApp Business API integration — messages from new contacts can create a lead in the pipeline automatically, rather than living only in a phone's chat history.
Fully — stages are designed around your actual sales process during the audit phase, not forced into a generic Lead/Won template that doesn't match how your team sells.
Give every lead somewhere to actually go.
Free 30-minute discovery call. Tell us how your team sells today — including the messy parts.
Stop losing leads in a WhatsApp chat nobody follows up on.
A sales pipeline built on Odoo CRM — every lead tracked, every follow-up automated, every deal visible to the whole team instead of living in one person's memory.
Most sales teams don't have a pipeline. They have a memory.
Leads scattered across WhatsApp, email, and a salesperson's notebook — deals that stall because nobody remembered to follow up, and no manager can see what's actually in progress until it's already lost. A proper pipeline fixes this without adding more admin work to your team's day.
Pipeline stages, lead sources, and automation designed around how your sales team actually sells.
Existing lead and deal data migrated in, so history isn't lost in the switch.
Sales pipeline running in the same system as your accounting, inventory, and support.
Typically three to five weeks, depending on team size and data migration.
A single sales team starting fresh is a smaller scope than multi-team migration from an existing CRM — the range below covers most engagements.
Sales Process Audit
How your team actually sells today, mapped honestly — including the workarounds nobody talks about in the sales meeting.
Pipeline & Automation Setup
Stages, lead scoring, and automated follow-up rules configured to match that real process, not a generic template.
Integration & Migration
Email, WhatsApp, and website lead capture connected; existing deal data migrated in from spreadsheets or another CRM.
Training & Go-Live
Hands-on training with your sales team — adoption fails without this step, so it's never skipped.
What's actually set up.
A working pipeline your sales team actually uses — not a CRM license nobody logs into after week two.
- Pipeline stages & deal workflow design
- Lead capture & scoring rules
- Automated follow-up sequences
- Email & WhatsApp integration
- Sales dashboard & reporting
- Existing data migration
- Mobile CRM access
- Team training & adoption support
The same CRM stack running our own sales pipeline.
This isn't a first-time setup for us — it's the system we use to manage our own client relationships daily.
Before you ask, you might wonder…
No — this can be set up as a standalone CRM. It's a stronger fit if you're already using or planning to use Odoo for accounting or inventory, since the pipeline then connects directly to the rest of your business data.
Yes — existing leads, deals, and contact history are migrated in as part of the setup, mapped to the new pipeline structure rather than dumped in as a flat import.
Included as standard — a CRM your sales team doesn't know how to use gets abandoned within a month, so hands-on training is part of every engagement, not an upsell.
Yes, via WhatsApp Business API integration — messages from new contacts can create a lead in the pipeline automatically, rather than living only in a phone's chat history.
Fully — stages are designed around your actual sales process during the audit phase, not forced into a generic Lead/Won template that doesn't match how your team sells.
Give every lead somewhere to actually go.
Free 30-minute discovery call. Tell us how your team sells today — including the messy parts.