ODOO ERP

Sales and CRM

Boost sales with faster, more precise quotes. Spend your time on building customer relationships and increasing revenue.

Boost Sales with Odoo ERP

Odoo Sales and CRM is tailored to simplify your sales process and enhance customer experience across all channels.

Who can benefit from Odoo ERP Sales & CRM?

Odoo ERP offers a comprehensive suite of tools to streamline your sales process. Easily manage leads, create and send quotations with just a few clicks directly from Odoo, and track the status of sales orders in real-time.

Odoo ERP lead maangement app streamlinme your reconciliation

Odoo empowers sales teams to manage leads, track sales progress, and analyse performance metrics through reports and dashboards..

Odoo ERP quotation app streamlinme your sales and crm

Streamline quotation creation, including products, prices, taxes, discounts, and terms, which can seamlessly transition to a sales order and be tracked until delivery upon approval.

Odoo ERP sales app streamlinme your sales and crm

Create invoices based on sales orders, delivery orders, or timesheets. Easily track customer payments and reconcile them with their respective invoices.

Odoo ERP Sales Order Perth WA

Sales: Craft professional, interactive quotations that are sleek and engaging

Efficiently manage your sales orders, customer service, and eCommerce shop from one platform. Automatically apply the correct pricing and taxes to each customer. Save time on administrative tasks and focus on selling.

Enable customers to self-serve by accessing their quotations, sales orders, and delivery orders. Simplify payments with online options and accelerate deals with e-signatures on quotations, contracts, and PDFs. Utilise AI-powered lead scoring to prioritise leads for your sales team. Customise product pricing, variants, and categories that seamlessly integrate with eCommerce, Inventory, and Manufacturing systems.

Odoo ERP crm Order Perth WA

Customer-centric CRM tailored to your sales needs

Odoo CRM is a customer-focused sales tool. Track leads, forecast accurately, and close deals efficiently. Opportunities are displayed as cards with essential details, and stages provide revenue overviews.
Use the Kanban view to organise and move opportunities through stages. Schedule calls, meetings, emails, or quotes, and let Odoo plan the next steps. Incoming emails are integrated into the pipeline, and all communication is centralized for easy access.

Odoo ERP POS Perth WA

Odoo POS: One interface
for seamless service

An interface that offers both intuitive usability and advanced features, making it easy to handle transactions and prioritize customer satisfaction. Customers can independently manage orders and payments, whether from a kiosk or their smartphones, enhancing their shopping experience. Loyalty programs, such as points, rewards, and gift cards, further enhance customer engagement.
Refunds are simplified with the eWallet, boosting retention rates and ensuring customer happiness. Integrated selling channels allow clients to order online and collect in-store, while preparation displays help manage large orders efficiently. Real-time floor plans and multiple displays for the kitchen and bar ensure smooth service and customer satisfaction.

Odoo ERP Subscription App Perth WA

Simplify recurring billing and subscriber management

The Odoo Subscription app simplifies subscription management with automated features, allowing businesses to focus on services and customer relationships. It streamlines contract creation, invoice generation, tax handling, and payment management, all according to your preferences. With a convenient signup process and a user-friendly customer portal, Odoo Subscription enhances sales team productivity and provides detailed analytics for informed decision-making.

Odoo ERP Rental App Perth WA

Oversee every step of the rental process

Odoo’s Rental application provides a straightforward way to oversee every aspect of the rental process. Manage products, schedule pickups, and sign documents, all from one platform. With integrations with Odoo’s eCommerce application, online booking and reservations are effortless. Customers can browse available products, reserve their chosen dates, and check out directly on the website. Whether you rent by the hour, week, month, or year, you can create customised pricing for each product based on different time frames. Upload rental agreements, insurance forms, contracts, and more, and request a customer signature digitally before any products leave your warehouse. With a single click, you can easily track who is picking up and dropping off items. Stay organised by tracking the status of rentals and invoices from one convenient dashboard.

Odoo ERP I&A Sign App implementation Perth WA

Manage your signing process with ease

Odoo Sign streamlines document processes by allowing you to send, sign, and approve documents online. Simplify your workflows with drag-and-drop editable fields and pre-filled templates. Collect signatures quickly, with clients able to sign documents electronically from any device. Track document status easily and send reminders to recipients for faster completion.

Compare Odoo with other ERP/Accounting Systems

A detailed comparison of Odoo vs Netsuite for SMEs.

Odoo vs Netsuite

A detailed comparison of Odoo vs MS Dynamics for SMEs.

A detailed comparison of Odoo vs Xero for SMEs.

Odoo vs Xero

A detailed comparison of Odoo vs Myob for SMEs.

Odoo vs Myob

A detailed comparison of Odoo vs MS Dynamics AX for SMEs.

Odoo vs MS Dynamics AX

A detailed comparison of Odoo vs SAP Business One for SMEs.

Meet some of our successful Odoo ERP implementation clients

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Integrate Odoo ERP with third party apps:

Ecommerce

Odoo ERP ecommerce Shopify Woocommerce integration

Enhance your sales order efficiency by integrating with eCommerce platforms like WooCommerce, Shopify, and various others.

CRM

Odoo ERP CRM integration

Leverage Odoo CRM connectors to seamlessly retrieve essential customer, order, and product data from platforms such as Hubspot, Salesforce, Zoho, WordPress, and others.

Payment Gateway

Odoo ERP Payment integration

Odoo incorporates various payment providers like Stripe, PayPal, Adyen, and AsiaPay. This enables your customers to make online payments, whether through their customer portals or on your eCommerce website.

Domestic & International Shipping

Odoo ERP shipping integration

Odoo lets you seamlessly connect with a range of carriers, including Australia Post, Fastway, Courier Please, Sendle, DHL, Fedex and others.

Accounting & Payroll

Enhance productivity by integrating Odoo with your accounting systems, such as Xero, QuickBooks, and KeyPay. This integration allows for the automation of numerous accounting and financial reporting tasks.

ERP & Specialised Software

Odoo ERP third party integration

Integrate Odoo with ERP and specialised systems like SAP and Oracle to manage your business centrally.

And more...

All tech in one platform

Shopfloor

Expenses

Point of Sale

IoT

Frontdesk

Inventory

Kiosk

Frequently asked questions

Learn more about how Odoo works, and what it can achieve for your business.

How much does a typical Odoo implementation cost?

Odoo has many modules, with extensive capabilities. As such, the cost will depend on which modules you choose and the complexity of your business. When you contact us, we can provide an accurate estimate so you understand the investment you’re making.

How much time does it take to implement Odoo?

Implementation time will vary based on the complexity of your requirements. Typical implementation can take anywhere from three to nine months, and a basic implementation may take much less time. For example, a single business entity implementing Sales, Purchasing, and Accounting will take considerably less time than a 10-entity organisation implementing Sales, Purchasing, Accounting, Manufacturing, Inventory, CRM, and Field Services.

What’s your Odoo implementation process like?

We have a structured process that comprises Initialisation, Implementation, Transition, and GO-Live. The centrepiece of the Initialisation phase is a Scoping and Requirements Study. The key output from this process is a detailed Scope and Requirements document, which incorporates your timelines, required modules and software components, resourcing requirements, required effort, and associated costs.

How many – and which – modules do I need to purchase?

The beauty of Odoo is that you can start small and allow it to grow as it accommodates your budget and your business requirements. Your immediate needs are established during the Scoping and Requirements stage, once we have gained an understanding of what your business is looking to achieve.

Can you migrate our existing data from spreadsheets and other legacy systems into Odoo?

Yes, we absolutely can. Our tech team can work with you to load data sitting on a range of different systems, and we can also build connectors to connect data from your industry-specific systems, directly to Odoo.

We have already implemented Odoo, but it’s a mess. Can you help?

We have a business, not a system focus, so we can do what it takes to help you streamline your business. This includes optimising any existing Odoo systems. During our time, we’ve inherited a range of Odoo implementations that have been compliant from a system perspective, but have failed dismally from a business perspective. Our Business Analysts are all trained Accountants, and understand how your system needs to work from your business’ perspective.

Do you provide post implementation support?

We’re all about building and maintaining long-term relationships with our clients, and our post-implementation support reflects this ethos. We offer a range of different support packages that fit neatly with your needs, and continue to grow and evolve as your business does.

Discover our business services

However you operate, we provide customised business software solutions that enable you to streamline your processes and optimise your performance, regardless of your industry.