Centralized Lead Management with Odoo

Centralized Lead Management with Odoo

Centralized Lead Management with Odoo

• Technology:
  Odoo and Python
• Services:
  CRM
• Industry:
  IT Support

Challenges

Challenges We Tackled

The client was managing sales leads and customer communication manually using spreadsheets and emails. As a result:

• Leads were slipping through the cracks
• Follow-ups were inconsistent
• Sales cycles were disorganized and hard to track

Our Solutions

Real-World Impact

We implemented a customized Odoo CRM system tailored to their sales workflow. Key features included:

• A fully automated lead capture and qualification process
• Pipeline view with drag-and-drop deal stages
• Reminders and activity scheduling for sales reps
• Email integration for seamless client communication
• Reporting dashboards for lead status, conversion rate, and sales rep performance

Results

The Impact we made

• 30% reduction in lead response time
• 2x improvement in sales follow-up consistency
• Better visibility into pipeline health and rep performance