CRM Workflow Adjustments and Enhancements
Budget: ₹750 – ₹1,250 INR
I’m seeking an experienced Odoo expert to enhance our existing CRM module, with the intention of continuing with additional modules (Accounting, Sales, HR) if this phase is completed satisfactorily. Key tasks include:
- Adjusting lead stages to match our workflow.
- Creating real-time custom reports for tracking sales and team activity.
- Refining automation actions like follow-ups and notifications.
- Integrating communication channels (tawk.to and email) for seamless interaction and Sales report.
- Improving the dashboard for a clear overview of key metrics.
This is the first phase of a broader implementation plan, and the budget for this phase is capped at $900 USD.
- Adjusting lead stages to match our workflow.
- Creating real-time custom reports for tracking sales and team activity.
- Refining automation actions like follow-ups and notifications.
- Integrating communication channels (tawk.to and email) for seamless interaction and Sales report.
- Improving the dashboard for a clear overview of key metrics.
This is the first phase of a broader implementation plan, and the budget for this phase is capped at $900 USD.