About project
A company that provides legal services transfers its processes from Bitrix24 to Odoo while maintaining the most identical functionality of the platform on the new ERP
The purpose of customizing the CRM module (Odoo)
Challange
Customization of status-related processes “Leads” in Odoo CRM
Automation of distribution of leads between employees
Setting up notifications depending on the stage change
Automation of the process of creating an event in the calendar in connection with the change of the stage of the CRM
Solution
The module "Regular actions" has been created, which complements the standard functionality of the Odoo CRM module
Result
The specialist work in the system automatically provides communication with the lead through e-mail and selected communicators
The system is able to automatically collect and create new leads, delete duplicates, and distribute new leads among sales specialists according to certain rules
Convenient exchange tools with other programs (data reception or transfer)
Necessary notifications to the responsible specialist and his manager have been configured
Why should you use Odoo CRM?
Easily integrates with websites and accounting systems
Used on any devices computers, tablets, mobile phones
Integrated with for example, Telegram, Viber, as well as with IP telephony
Known in many countries and on all continents