Scattered leads
Opportunities slip through the cracks across WhatsApp, email, spreadsheets, and mental notes.
Commercial Automation — Odoo CRM
Stop losing leads to poor follow-up
We turn your manual sales process into a structured,
automated, measurable system with Odoo CRM.
80%+
leads managed
4 wks
rollout
Odoo
Gold Partner
Pipeline CRM
live
Active opportunities
48
+28%
Active CRM
Automation
Reporting
+80% pipeline
active leads
Odoo Partner
Certified Gold
The problem
Sound familiar?
If your sales process runs on WhatsApp, spreadsheets, and your team’s memory, you are probably leaving revenue on the table every day.
Limited visibility
You cannot see which stage each opportunity is in—or how many are truly active.
Manual follow-up
Follow-up depends on each rep’s memory and discipline.
No real metrics
You lack clarity on what works, what is being missed, and where to improve.
Inconsistent conversion
Sales outcomes swing month to month with no clear cause.
People dependency
When someone leaves, they take contacts, history, and tribal knowledge with them.
The solution
Your sales process,
turned into a system
This is not just “installing a CRM.” It is designing your pipeline, configuring the right automations, connecting your channels, and training your team so the system works from day one.
We implement Odoo CRM tailored to your business: your sales pipeline, automations, integrations, and KPIs—not a generic template, but a commercial engine that fits how you sell and scales with you.
Outcome: A structured, automated, measurable, scalable sales process.
database
pipeline
automation
integrations
Implementation with commercial judgment
We do not automate for its own sake—we structure the process so sales has more control.
Before we configure tools, we define what should happen to each lead, what information the team needs, and which actions should trigger without relying on manual follow-up.
Pipeline aligned to your real process
Follow-up with no leakage between stages
Visibility for marketing and sales
Foundation ready to scale and measure
Benefits
What you gain with an automated sales system
It is not just technology—it is the direct impact on your commercial operation, revenue, and ability to scale.
Trazabilidad total
Cada lead tiene historial completo: origen, interacciones, propuestas enviadas, estado actual.
Automated follow-up
Scheduled emails and activities without manual babysitting. The system reminds; your team executes.
Visual pipeline
See each opportunity’s stage in real time: new, contacted, proposal, negotiation, won/lost.
Real integration
Email, WhatsApp, web forms, marketing campaigns—everything connected, nothing living outside the CRM.
Clear reporting
Up-to-date commercial KPIs: conversion by stage, average time to close, best-performing lead sources.
Scalability
Grow from 10 to 100 leads per month without breaking the process—or hiring a larger team.
What’s included
Our commercial automation system
Everything your sales team needs to operate with clarity, speed, and measurable outcomes.
Configured, customized Odoo CRM
Built around your specific sales motion—not a generic out-of-the-box install.
Stage-based sales pipeline
Map your commercial flow from cold lead to closed-won customer.
Email and follow-up automation
Automated sequences, reminders, and activities—no manual busywork.
Lead scoring and prioritization
Automatically surface which leads have the highest conversion potential.
Full-stack integrations
Web, WhatsApp, email marketing, Google Ads— all wired into Odoo CRM.
Commercial dashboards and reporting
Real-time KPIs so you can make data-driven decisions.
Team training
Hands-on sessions so your team adopts the system with confidence.
Post-go-live support
Tuning, Q&A, and continuous optimization after launch.
Fit
Is this for you?
Ideal for
- B2B companies with 5–50 leads per month
- Sales teams of 2 to 10 people
- Businesses running a manual process today
- Teams that want measurable conversion
- Organizations ready to scale revenue
Works well if
- You already have inbound traffic or leads
- Your team follows up—but without a system
- You want to improve conversion
- You need a stack tailored to your business
- You value ongoing support and training
Not a fit if
- You receive fewer than 5 leads per month
- You have no sales team
- You want a free or DIY-only solution
- You insist on doing everything in-house
- You are not willing to invest in the sales process
Process
How we roll out your commercial automation
A clear, transparent process—no surprises, realistic timelines, and concrete deliverables at every phase.
Implementation framework
Each phase reduces operational friction and improves follow-through.
The goal is not merely a working CRM—it is a commercial system that is easy to adopt, useful for the team, and measurable from month one.
Clear commercial priorities
Less manual follow-up
More traceability and control
Discovery
Flow design
Implementation
Team adoption
Outcome
A clearer, more visible, more scalable sales process
01
Discovery
We review your current sales motion: tools, workflows, team, leakage points.
1 week
02
Configuration
We design your sales pipeline, automations, and tailored workflows.
2 weeks
03
Implementation
We deploy Odoo CRM, wire integrations, and migrate your existing data.
1 week
04
Training
We train your team and tune the system from real-world usage feedback.
1 week
Total: Full implementation in 4–5 weeks
Request a no-obligation assessmentCaso real
De Excel a sistema automatizado
Digital marketing agency
Managing 40+ monthly leads with no system
Initial challenge
Manual lead management in Excel and WhatsApp. No visibility into opportunity stages. Low conversion and inconsistent follow-up.
What we implemented
Odoo CRM with a 5-stage pipeline, email follow-up automation, integration with web forms and the WhatsApp Business API.
Measured results
+35%
Lead-to-customer conversion
-60%
Administrative time
FAQ
Common questions on commercial automation
Typically 4–5 weeks total: 1 week discovery, 2 weeks configuration, 1 week of technical implementation, and 1 week of training and final tuning. Timelines shift with process complexity and required integrations.
We primarily build on Odoo CRM—it is among the most complete, B2B-ready, and scalable platforms. We can also integrate tools you already use: email marketing (Mailchimp, Brevo), WhatsApp Business, Google Workspace, billing tools, and more. The goal is to centralize commercial data—not to rip and replace your entire stack overnight.
No. We configure the CRM to feel intuitive and aligned with the workflow your team already knows. We also deliver hands-on training, clear documentation, and ongoing support. If your team can use email and spreadsheets, they can use the CRM.
Yes. Post-implementation support is included for the first month to answer questions, adjust settings, and optimize flows based on real usage. After that, you can subscribe to a monthly support plan or request ad-hoc help whenever you need it.
Yes. Odoo is modular by design. We can begin with CRM and a lean pipeline, then layer in advanced automations, more integrations, invoicing, projects, inventory, and more. We architect for future scale from day one.
Data migration is part of the implementation. We clean, structure, and import your contacts, opportunities, and history into the new CRM. You do not lose information—you gain structure.
Odoo is licensed per user (Community is free; Enterprise is billed monthly based on modules). We charge for implementation, configuration, training, and integrations. Ongoing support is optional. You get full cost transparency from the initial assessment onward.
Turn your sales process into a
strategic asset
Book a no-obligation assessment and see how to automate commercial follow-up so you win more customers with less manual effort.
Request a complimentary assessment
No obligation
Reply within 24 hours
Initial assessment included
Next
step
Turn your sales process into a system that works for you.
Tell us how you manage leads today and we will reply with an initial recommendation, a clear path forward, and the most logical next step for your business.
- ✓No-obligation sales process assessment.
- ✓Review of your current process and leakage points.
- ✓A proposed roadmap: CRM, automation, integrations, or pipeline.