Delivered project
Sales and documents connected in Odoo 19.
For a Lithuanian company, we connected CRM, sales and documents, built custom modules and AI features, and prepared the server. Here is the work delivered, with client data kept private.
From separate files to one sales workflow.
Lithuanian company · name not publishedCRM + Salesfor the sales flow Inventoryfor basic stock flow AI supportfor inquiries and documents
CRM, sales, documents and a basic inventory flow were moved into Odoo. AI assists with inquiry selection and document drafts.
What was done
- CRM and sales workflow configured
- Quote and invoice documents prepared
- Custom document and report modules developed
- Server, HTTPS and backups set up
We do not publish the client name or commercial results. We only list the implementation and development work delivered.
Before
Inquiries, quote information and documents were managed in several places.
Solution
CRM, sales, documents and a basic inventory flow were connected in Odoo 19.
After launch
The team handles inquiries, quotes and sales documents in one system.
Used in the project
Odoo 19 CommunityPythonXML / QWebPostgreSQLDockerCRMSalesInventoryCustom modulesBackups
Inside Odoo
CRM, inventory and the invoicing flow in one Odoo environment.
These are standard Odoo interface examples. We do not publish client data or internal system screens.
CRM and sales workflow
Inventory and stock
Invoicing flow
We know your system long after launch.
From the first call, you speak with the people implementing Odoo. We are responsible for the technical decisions, development and support after launch.
We consider the work complete when employees can carry out their daily tasks in Odoo.
Direct communication
You discuss technical questions with the specialists implementing your system.
Plain business language
We talk about orders, stock and ownership, and explain technical decisions clearly.
Support after launch
We answer employee questions, fix problems and deliver agreed changes.