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Odoo CRM & Sales

From first contact to cash, in one connected flow

Odoo CRM and Sales give your team one pipeline, professional quotations and orders that flow straight into delivery and invoicing.

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Business challenges

Why revenue leaks between lead and invoice

Leads are tracked in spreadsheets and WhatsApp chats, so follow-ups get missed.

Quotations are built manually in Word or Excel, with inconsistent pricing.

Sales managers can't forecast with confidence.

Orders reach operations and finance late or incomplete.

What we deliver

One pipeline, connected to operations and finance

We separate standard Odoo capability from DGPROJX configuration and development, so you always know what you are getting.

Business needWhat DGPROJX configures or builds
A visible pipelineCRM stages matched to your sales process, lead sources and assignment: standard Odoo
Professional quotationsProduct catalog, price lists, discounts, bilingual quotation templates
Pricing controlDiscount approval rules and margin visibility: DGPROJX configuration
Faster order-to-deliveryAutomatic sales order to delivery and invoice flow
Sales performanceTeam targets, activity tracking, pipeline and forecast reports
Website and chat leadsWeb forms and live chat routed into the CRM (Zoho SalesIQ can be embedded on Odoo websites)
Example workflow

From lead to payment

LeadQualificationQuotationApprovalSales OrderDeliveryInvoicePayment

Illustrative workflow, configured to your process.

From our project experience

What we have delivered

Website chat into an Odoo website

We embedded Zoho SalesIQ live chat on an Odoo-hosted website, working through Enterprise vs. Community differences in custom code.

CRM as part of a wider operations system

We delivered CRM alongside procurement, inventory and helpdesk, so sales commitments were visible to operations from day one.

Integrations

WhatsApp Business (Wati), email, website forms, telephony and contact centre (Bevatel), and automation platforms (Zapier, Make, n8n).

Business benefits

Fewer lost leads, faster and consistent quotations, reliable forecasting, and a clean hand-off from sales to operations and finance.

FAQ

Odoo CRM questions

Odoo CRM or Zoho CRM?

If CRM must sit in the same database as inventory and accounting, Odoo is strong. If sales and marketing are the priority, Zoho CRM may fit better. We advise after an assessment.

Can quotations be bilingual?

Yes. We design Arabic and English quotation templates.

Can WhatsApp conversations reach the CRM?

Yes, through an integration layer. Scope depends on the WhatsApp platform used.

Turn your pipeline into predictable revenue.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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