Odoo CRM & Omnichannel Integration: Retail Sales and Communication Automation

How to unify telephony, eCommerce, messaging apps, and social media into a single scalable system
Project Overview


The client is a large retailer of flowers, plants, and gifts expanding into international markets.
The main goal was to build a unified system to manage sales, communication, and operations across two countries with different business requirements.


Business Challenges

Before implementation, the company faced:

❌ fragmented communication channels (telephony, messengers, social media)

❌ no centralized lead management

❌ lack of visibility into the customer journey

❌ complexity in managing operations across two countries

❌ absence of a unified CRM system

Growth was limited by disconnected processes.


Solution

Netframe implemented Odoo ERP as a central platform for:

  • CRM & sales
  • omnichannel communication
  • multi-company management
  • scalable operations
  • future logistics and accounting automation


What Was Implemented (Phase 1)


Odoo CRM Implementation

  • unified database of customers and leads
  • centralized request handling
  • configured sales pipeline

Omnichannel Integrations

All communication channels were unified in Odoo:

  • Binotel telephony
  • HelpCrunch (E-chat) live chat
  • messengers: Telegram, Viber, WhatsApp
  • social media: Facebook, Instagram

 All customer interactions are handled in a single interface

Shopify Integration

  • order synchronization
  • customer data transferred to CRM
  • centralized sales management

Multi-Company Structure

Operations were set up across two jurisdictions:

  • separate companies within Odoo
  • different currencies
  • isolated business processes

Accounting per Country

  • separate accounting logic for each country
  • compliance with local regulations
  • preparation for management accounting
Results 

All communication channels unified

Full visibility of leads

Centralized CRM system

Scalable foundation for growth

Reduced communication chaos

Why It Matters

For scaling retail businesses:

  • omnichannel = customer control
  • multi-company = business control
  • ERP = process control
Odoo enabled the business to unify all communication channels, structure multi-country operations, and build a scalable foundation for international expansion.

Planning international expansion or struggling with fragmented systems?

Contact us — we’ll show you how to build a scalable Odoo ecosystem.

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