What we do
Odoo ERP
Implementation, configuration, custom modules and reporting across sales, purchasing, inventory, manufacturing and accounting.
Salesforce CRM
Data model design, Flows and Apex customization, integration with marketing and support tools, and clean-up of inherited orgs.
LeadSquared
Lead capture, scoring, distribution, activity automation and sales workflow optimization for teams that work on high lead volumes.
Lead lifecycle automation
Routing rules, SLA timers, follow-up sequences and hand-offs between marketing, sales and onboarding, measured end to end.
Typical use cases
- Automatic lead distribution by territory, language or product interest
- Quote-to-order and order-to-cash processes between CRM and ERP
- Inventory and purchasing workflows with approval thresholds
- Sales dashboards that reconcile pipeline with recognized revenue
Technologies
- Odoo
- Salesforce
- LeadSquared
- REST and webhook integrations
- Middleware and iPaaS tools
- SQL reporting
Deliverables
- Process map and data model
- Configured and tested environment
- Data migration with reconciliation
- Training material and admin handover
Delivery process
Discover
We map the process as it actually runs, not as the org chart describes it, and agree on the measures that matter.
Planning a crm & erp project?
Send us the context, the systems involved and the deadline.