关于此服务
I will customize Odoo Sales and CRM workflows to match your sales process and customer management requirements.
I can customize leads, opportunities, quotations, sales orders, customers, activities and automated sales workflows.
INCLUDED IN SCOPE
Sales and CRM requirement analysis
Custom fields and views
Lead and opportunity customization
Quotation customization
Sales order workflow customization
Customer management customization
Activities and follow-up automation
Sales workflow automation
Access rights configuration
Basic reports and views where required
Testing and validation
OUT OF SCOPE
Complete CRM redevelopment
External CRM integrations unless agreed
Marketing campaign development
Large-scale data migration
Mobile application development
Unrelated module customization
TERMS & CONDITIONS
The starting price is for a small or clearly defined Sales or CRM customization.
The client will provide the required sales workflow and business rules.
Complex sales processes involving multiple integrations will be estimated separately.
Existing Sales and CRM functionality will be preserved wherever reasonably possible.
The completed customization will be tested before delivery.