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English
$
USD
I will guide you on the best approach for odoo CRM implementation
Odoo expert: custom solutions, business analysis, and training
When Odoo feels slow, broken, or “unfinished,” the problem is usually the implementation—not the ERP.
I diagnose root causes, map critical workflows (BPMN), and deliver a phased recovery plan your CE...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Implementing Odoo CRM the right way is essential for effective lead management, sales tracking, and customer engagement. In this 60-minute consultation, I will guide you on how to structure and optimize your Odoo CRM to fit your business needs.
We will cover:
- Configuring pipelines, stages, and automated workflows
- Best practices for lead qualification and conversion
- Using activities, reminders, and follow-ups effectively
- Integrating CRM with sales, email marketing, and other Odoo apps
- Customizing CRM reports and dashboards for better insights
- Avoiding common mistakes that lead to inefficiencies
This session is not a hands-on setup but a consultation to help you build a clear strategy for your Odoo CRM implementation, ensuring you maximize efficiency and sales performance.
My Portfolio
Reviews
2 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
- Value of delivery
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T 
thomasjins
India
Juan is very warm, gentle, and exceptionally knowledgeable in Odoo. I look forward to more sessions with him. His way of explaining things makes complex concepts understandable. Keep up the good work Juan
$50-$100
Price
3 days
Duration
Helpful?M 
marcborins
Repeat Client
Canada
Will work with again and would recommend. Easy to work with and patient for slower learners.
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
T thomasjins
India
Juan is very warm, gentle, and exceptionally knowledgeable in Odoo. I look forward to more sessions with him. His way of explaining things makes complex concepts understandable. Keep up the good work Juan
$50-$100
Price
3 days
Duration
Helpful?M marcborins
Repeat Client
Canada
Will work with again and would recommend. Easy to work with and patient for slower learners.
Helpful?
