Challenges

The Goal

Our Approach

  • We developed an ERP system making use of Odoo framework for customer relationship management. That assists users with existing processes of the company.
  • With Odoo CRM, 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 communication.
  • 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.

Technology Stack

ODOO ENTERPRISE
JQUERY
PYTHON
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