Odoo Sales & CRM Setup

@shadabkhan92

As an AI systems builder with a strong focus on Odoo ERP, I couldn't be a more perfect fit for your project. My team has been building and implementing Odoo solutions for years, and we know the Sales and CRM modules like the back of our hands. We have successfully delivered end-to-end Odoo projects, making us especially adept at understanding and configuring businesses processes to suit unique business needs – just like yours. Your emphasis on Lead Management and Customer Relationship Management resonates perfectly with my expertise in agentic AI and predictive ML models. These particular skills will allow me to not only set up and configure the sales and CRM modules according to your business requirements also allows setting up intelligent systems that actually ship. On top of our Odoo proficiency, we bring additional numerosities which are valuable for your project- experience designing custom IoT hardware, working across the full web and mobile stack, deploying on AWS, GCP, and Azure. These capabilities provide a unique value proposition - integrating AI into enterprise software, putting AI where others can't — on edge devices, inside ERP workflows, reading live sensor data, acting on it in real-time.

@sanarena

Hi, I can set up your Odoo Sales and CRM modules with a focus on Lead Management and Customer Relationship Management. I'll configure lead stages, scoring rules, and automated assignment to match your sales process, then align opportunity pipelines, activity scheduling, and customer views so your team can track interactions from first contact to close. All configurations will use Odoo's native access controls and audit logging to keep data consistent and traceable. I'll start by mapping your current lead-to-opportunity flow, then build the stages, email templates, and activity types directly in Odoo's backend. After that, I'll validate the setup with sample records to confirm routing, notifications, and reporting work as expected. For reliability, I'll enable server-side validation on critical fields and ensure any custom automation uses Odoo's approved API methods. Could you share a brief outline of your lead qualification criteria and the key stages a lead goes through before becoming a customer? That will help me tailor the initial configuration precisely to your workflow. I can deliver this within 6 days for INR 1250.

@ERPHarborCS

Hello, I bring over 14 years of dedicated experience working with Odoo, from version 5 to the latest v19 in both Enterprise and Community editions. As an Odoo-certified consultant, I specialize in delivering tailored solutions to meet your business needs. My services include: Installation, Implementation, and Configuration Customization and Consultation Migration and Training Integration with APIs and 3rd-party applications I also have extensive experience deploying Odoo on various platforms, including any cloud environment and Odoo.sh. As an active member of OCA and the Odoo community, I hold a top position on the Odoo Forum (view profile). This reflects my commitment to sharing knowledge and staying at the forefront of the Odoo ecosystem. When you partner with me, you can expect quality, reliability, and a deep understanding of your unique requirements. I look forward to helping your business unlock its full potential with Odoo. Let’s discuss how I can support your goals!

@mayankinnovative

As an experienced and highly skilled developer with a track record of 20+ years, I am well-equipped to assist with your Odoo Sales & CRM setup. While my primary focus has been on WordPress and Laravel, I have also gained substantial experience working on Python projects and CRM implementations. In past projects, I've successfully set up and configured various modules in the Odoo ecosystem, delivering tailored solutions that align with the unique requirements of each business. Furthermore, my deep understanding of lead management and customer relationship management processes will prove invaluable for configuring effective strategies for your sales team. By leveraging my problem-solving abilities and attention to detail, I'll ensure that your sales processes are streamlined, enabling you to better manage leads and nurture customer relationships. Lastly, one of my core values as a developer is to provide clean and maintainable solutions that stand the test of time. This characteristic aligns well with your request for stable setup which can handle scaling as your business grows. Should you decide to work together beyond this project, be assured that you can continue relying on my expertise for any future Odoo or other development needs. Let's connect to discuss how I can maximize the impact of Odoo for your business.

@vishal1145

Your CRM will fail if lead routing rules aren't configured to handle duplicate entries and stage transitions. Without proper automation, your sales team will manually reassign 30% of inbound leads. Quick questions - are you migrating data from an existing CRM or starting fresh? And what's your expected lead volume per month? Here is the architectural approach: - ODOO SALES MODULE: Configure automated lead scoring and assignment rules that prevent duplicate contact creation and route high-value prospects to senior reps within 60 seconds. - LEAD MANAGEMENT: Build custom pipeline stages with automated email triggers and activity scheduling so no lead sits unattended for more than 4 hours. - CRM INTEGRATION: Set up reporting dashboards that track conversion rates by source and configure role-based permissions so sales managers see real-time pipeline health without manual exports. I've configured Odoo for 4 B2B companies that scaled from 200 to 2000 leads monthly without hiring additional SDRs. Let's schedule a 20-minute call to map your sales workflow before we start the build.

@ambientinfotech

Hi Sir, I can efficiently handle all the tasks mentioned in the job summary with high-quality features and functionality. I am a self-motivated and experienced Odoo developer and tech partner, focused on delivering reliable solutions and complete customer satisfaction. I assure you of 100% quality work and timely delivery. Let’s connect to discuss further. Thanks,

@letscms

Hello Sir I can assist as an experienced Odoo Functional Consultant to configure and optimize your Sales and CRM modules based on your specific business requirements. I will set up Lead Management and Customer Relationship Management workflows, including lead capture, qualification, pipeline stages, follow-ups, and reporting. With strong expertise in Odoo Sales and CRM, I focus on creating streamlined processes that improve customer engagement and sales efficiency. I will work closely with you to understand your workflow, configure the modules accordingly, and ensure the system is easy for your team to adopt. Best Regards Jitendra Sharma

@Santoshp2022

Hi, I’d be happy to help you with the configuration and setup of your Odoo Sales and CRM modules. I have hands-on experience with Odoo implementation, customization, and functional configuration across multiple Odoo versions. I can assist you with: Sales module configuration and workflow setup CRM configuration and Lead Management Lead stages, pipelines, and opportunity management Customer Relationship Management setup Sales teams, quotations, and customer lifecycle configuration User roles, access rights, and business process optimization Testing, user training, and post-implementation support I will first understand your business process and then configure Odoo to match your workflow with minimal customization wherever possible. I am available to start immediately and can provide regular progress updates throughout the project.

@accelaronix

Hi, I can configure your Odoo Sales and CRM modules to match your sales process, ensuring lead management, opportunity tracking and customer workflows are organized, efficient and easy for your team to use. I've worked extensively with Odoo ERP, including CRM, Sales, Inventory, Accounting, POS, custom workflows, automation and API integrations for businesses across multiple industries. I can help with: Sales and CRM configuration Lead and opportunity pipeline setup Customer management workflows Sales stages, tags and automation Email templates and activity scheduling User roles, permissions and reporting My approach is to first understand your sales process, then configure Odoo using native features wherever possible to keep the system scalable and upgrade-friendly. Question: Which version of Odoo are you using, and are you working with Community or Enterprise Edition? Please initiate a chat and share the details. Regards, Shubham

@Hossam90Ali

Hi, I read your job posting and can you to configure your Odoo Sales, CRM modules, setup workflows, automation and integrations to match your sales I can help with: Sales and CRM configuration Quotation templates Vendor bill and customer invoice options Product & variant configuration User roles, permissions and reporting If you are a new odoo customer, we can start with the latest version of Odoo 19. Please feel free to contact me for more discussion. Best Regards

@manishaodoodev

Have 8 plus experience in odoo started career in odoo itself from version 6.0 and worked till latest version that is 19.0. Have worked in almost all modules of odoo and is also odoo 15 certifiied as well. I am expert in odoo javascript side that is client side as well as admin side view customization. Have done many customization in POS, Websites, website like ecommerce, event management website, LMS website, Job portal website, and many more websites. Have done many customizations including sales, purchase, inventory, accounting, fleet, subscription, POS, manufacturing, website, ecommerce, event, eLearning, Social Media Marketing, CRM, Helpdesk, HRMS modules. Have very good knowledge in odoo deployment process in any server including docker as well as CICD process Have created many mobile apps using flutter so that android as well as ios application can be built can do this job very easily

@jaimikpanchal

Hello Sir/Madam, Greetings for the day! I am an experienced Odoo consultant and developer with over a decade of expertise in Odoo implementation, customization, migration, and integration across all versions (4.0 to 18.0). My background includes delivering tailored Odoo solutions to optimize business operations, streamline workflows, and enhance productivity. Key Expertise: ✅ Odoo (formerly OpenERP) – Implementation, Customization & Migration ✅ Python Development ✅ Odoo API Integrations & Module Development ✅ Open-source ERP Solutions Recent Projects: ✔ Travel Management System – Automating bookings, itinerary management, and invoicing ✔ Online Course Management System – E-learning platform with enrollment and payment integration ✔ School Management System – Student records, fee management, and scheduling ✔ E-commerce & Retail Solutions – Odoo-based Online Shopping Store & POS Management ✔ CRM & Order Management – Integrated lead tracking, sales, and invoicing system ✔ Ground Booking System – Football & Tennis ground reservation and payment management ✔ Restaurant Management System (POS) – Streamlining operations, orders, and billing I specialize in end-to-end Odoo implementations, helping businesses unlock the full potential of Odoo with custom modules, seamless integrations, and user-friendly solutions. Let’s discuss how I can contribute to your project’s success!

@sanket99799

Hi, I’m Sanket, with hands-on experience in Odoo functional consulting, CRM, Sales, Accounting, Projects, HR, and business process implementation. I can help configure your Sales and CRM modules to align with your sales workflow and lead management process. My approach includes: Requirement gathering and workflow analysis Sales module configuration (products, quotations, sales orders, pricing, sales teams, and stages) CRM setup with customized lead and opportunity pipelines Lead assignment rules, lead scoring, tags, activities, and follow-up workflows Customer management, sales team permissions, and reporting dashboards Email templates, automated activities, and basic workflow automation User testing, training, and documentation to ensure smooth adoption I focus on implementing standard Odoo functionality wherever possible to keep the system easy to maintain while ensuring it meets your business requirements. I have worked with businesses to configure Odoo for sales operations, CRM workflows, accounting, HR, and project management, helping teams streamline processes and improve visibility across their sales pipeline. I’m available to discuss your current workflow, understand your requirements, and recommend the best Odoo configuration before implementation. — Sanket

@heenafullstacken

A successful SaaS needs more than features—it needs a structure that can grow. For Odoo Sales & CRM Setup, I can build user roles, admin controls, subscriptions, billing, reports, secure APIs, and a scalable database. I work with clear milestones and maintainable code so future upgrades remain simple. Send me the required modules, user flow, and preferred launch timeline, and I will outline the best technical approach. Portfolio: https://www.freelancer.in/u/heenafullstacken Best regards, Heena A Plus IT House

@urmilabhuva

I am a professional odoo developer and implementor for 8 years. I have worked in both front-end and the back-end. I have great expertise in odoo development and applications like Discuss, Livechat, Sales, Purchase, Accounting, Manufacturing, HR, POS, CRM, Projects, and Reports. I am also very adequate in website-related applications like E-commerce, Website HR, Website CRM, and Web Forms, and I have worked on almost all the Payment Gateway Integration, so I can integrate any acquirer in min time. I have worked in the web as well, so I can alter any flow or behavior as per client requirements. Create custom modules and customization in Odoo modules. Create a website from odoo. Create eCommerce websites from odoo. Customisation as per client requirement in odoo module. Integration website from a theme to odoo. Custome module migration from odoo8 to odoo19 (latest) version. Create web application using Django web development. Write usable Python code. Create template layout using XML. Create the design of a web page using HTML, CSS, JavaScript, and jQuery. Well-versed in API integration and AI Automation. Front-end development - Create custom JS. Website development using HTML, CSS, JavaScript, jQuery, and Angular 4 or 5. I believe in hard work and honesty. I am always interested in making long-term professional relationships with my clients to ensure that every project becomes successful. So if you hire me, you won't regret your decision.

@avenorerp

Hi, I have 9+ years of experience in Odoo ERP implementation and functional consulting, with extensive expertise in Sales and CRM modules. I can configure your Sales and CRM modules based on your business processes, including lead pipelines, opportunity management, customer lifecycle, automation, and reporting. My approach focuses on understanding your workflow first, followed by best-practice configuration, testing, user guidance, and documentation to ensure smooth adoption. I have successfully delivered Odoo implementations across multiple industries and can start immediately. Looking forward to discussing your requirements.

@Kredbird

Hi, I understand you need an experienced Odoo Functional Consultant to configure the Sales and CRM modules based on your business processes, with a strong focus on Lead Management and Customer Relationship Management. The goal is to ensure your sales pipeline, lead lifecycle, customer records, and workflows are properly configured for efficient daily operations. I have experience implementing and configuring Odoo ERP solutions, including Sales and CRM modules, workflow customization, lead qualification, pipeline management, customer lifecycle optimization, user roles, automation, and reporting. I'll first review your business requirements, then configure the modules to match your sales process, optimize lead stages and opportunity tracking, set up automations, notifications, and dashboards, and ensure the system is easy for your team to use and maintain. Throughout the project, I'll provide regular updates, thoroughly test each workflow, and document the configuration for future reference. My approach focuses on delivering a clean, scalable Odoo setup that improves sales efficiency while remaining flexible as your business grows. Thanks, Kyle

@yashu252

I am a dedicated and reliable Data Entry freelancer. I can do fast and accurate typing, copy-paste work, PDF to Word/Excel conversion, web research, and Excel data entry. I focus on delivering quality work on time and maintaining clear communication with clients. I am eager to learn and committed to providing the best service for every project.

@lakis45

Hello, I have carefully read your requirements and I can complete this project efficiently. I have experience with Python, Django, HTML, CSS, JavaScript, and Bootstrap. I focus on clean code, timely delivery, and clear communication. I am ready to start immediately and will provide quality work with revisions if needed. Looking forward to working with you.