Sales operations Odoo case study
Custom CRM Automation
Tailored pipeline stages, multi-level approvals and automated quotation workflows.
What we built
- Custom pipeline stages shaped around the sales process
- Multi-level approvals before deals move forward
- Stage custodians with automatic email alerts
- Won opportunities create quotations and subscriptions automatically
Need something similar?
Custom CRM Automation is part of our odoo erp work. We implement, customize and extend Odoo so sales, stock, accounts and people run on one system instead of a dozen spreadsheets.
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Tell us what's slowing your team down.
Describe the workflow, what you use today and where it needs to go. We'll reply with a clear next step.