- The client required a simple, budget-friendly solution that can help them in streamlining their
wide-ranging requirements from different teams they work with.
- Should able to track everything at a place including all training activities, products & services
given to customers.
- Looking for an easy to use open-source platform that will enable in tracking all the client's
- Looking for ERP management CRM platform where they can find every business process at one click.
- Find a method for solving a complex business problem along with managing sales activities, invoice,
customers and sales team.
- Tack the entire sales pipeline with Odoo. Moreover, this help in leveraging the lead tto get sales.
This should be followed by creating an invoice then the payment for the sale and finally tracking of
- We developed an ERP system making use of Odoo framework for customer relationship
management. That assists users with existing processes of the company.
- With ERP Management System, the client can monitor the workflow of the business process. For instance,
customer engagement, lead conversion, opportunity creation, Invoice management, sales order
preparation, account, payment gateway integration with Odoo etc.
- HeapTrace builds the platform for creating campaigns to automatically send the emails. These
are tailored with the lead generation that enables in tracking all the activities of lead.
- Transparent overview of sales channel with drag and drop interface.
- Integration of readymade email template with sequential emails smoothens further
- With report integration, customers can see all the details of sales done in the past year.
Moreover, the solution also comes with the ability to view accounting & legal reports.
- Implement real-time financial report such as management, performance and cash reports easily
to track the business outcome.
- PayPal integration provides the facility to pay the customer online for his services listed.
- Recurring subscription payment plan, the customer uses to refill his services before the
expiry and renew to upgrade the service.