ODOO CRM Module Expert Needed
Budget: ₹37,500 – ₹75,000 INR
If you can't show examples of Odoo CRM expertise, please do not apply to this request.
I am launching a personal website and would like someone who understands the Odoo CRM module to integrate an existing Contact Form and Profile Form for registered users' follow-up and outbound email notifications. The work is immediate and intended as an MVP (a minimally viable product). It must work and function, but time is of the essence, so keeping it simple is best.
You will provide a fixed price quotation and timeline. With written confirmation, the product cost may vary by up to a 10% increase or decrease. Any significant modifications will be handed by a change order request and negotiated cost increase or decrease. The project is short-duration, and payment will be made upon receipt of the accepted product. You'll need to conduct up to three one-hour sessions to help us understand using Odoo in the ways described below.
These two forms must be used on multiple sites, so the Odoo setup must be reusable. The form structure, regarding organization and number of choices, will remain consistent from website to website.
I will use the form information gathered and organized in Odoo to follow up on requests, and the Odoo system will monitor as new content is added to send out updates based upon the number of new relevant assets, specified frequency regardless of number, and at set times of the day of the week and time of the day.
The Contact Form ensures we don’t miss requests, and the Profile Form keeps website users engaged with relevant content. (See Contact Form Example). It uses 100 points to give value weight to contact form categories, and a factor is multiplied against each category weight to award some or all of the available points.
The points are added together for the categories, giving a total score. We will set ranges of score totals to designate the response priority. Odoo must sort and present a prioritized list where the highest scoring or most urgent incoming requests appear at the top of the list each day. When acted on, each item is designated for future action or given a status that includes pending, shared, referral, channel partner, completed, closed, nurture stream, archive, or blacklist.
Contact Form Submission Management
Take incoming website contact form information submitted by a user, import it multiple times daily into Odoo, and score it using weights and factors that offer a total based on the sender's submitted information. (see attached form and weight/factors for one of the websites)
Organize the incoming contact request by priority using total score ranges of Cold, Cool, Warm, and Hot.
Integrate new contact requests into a follow-up response dashboard that allows contact using form letter email responses, mailing of physical product collateral, and calendar access for incoming contracts that achieve a certain score or have certain needs or interests.
Route contact requests to specific inboxes for employees for order inquiries, feedback, and calendar requests, with the ability to add others.
Allow updates to existing contacts after review or action and specify the action taken, change status, forward request to internal or external contact, set a date for follow-up action, send contact an offer to schedule a Zoom or phone call using something like Calendly, the date for follow-up action to trigger a reminder on that date and time, brief discussion notes, proposal submission, website or order support assistance, relegation to a long-term nurture process, removal, or blacklisting.
Registered User Profile Form Outbound Notification of New Relevant Content
A website guest is a person who registers on the website with an email and password. They have access to certain areas and activities. The guest can then use a website form to profile their content and interests in conversational topics. (See attached form.) The guest completes the form and submits it because they want the website administrator to notify them when new content arrives on the site that they consider relevant to their wants and needs.
The goal of the profile form is to use the choices, frequency, and timing specified by the guest to notify them via email about new content or conversations within the areas they consider relevant. A profiled guest is regarded as a member. The existing form shows you how someone does this. You will create fields in Odoo to capture the profile of users, and that information will be matched against new web content that is also profiled. If new content is added that is of a topic that matches the interest areas of a member, that content is considered relevant.
Accept the profile topics and subtopics listed on the profile form as a master list. That master list of topics, subtopics, and asset titles will change weekly.
Accept the profile information of content assets on the website, blog posting, and news articles.
Review each user's profile daily to identify those who have expressed interest in receiving email notifications about new content that they consider relevant in the frequency and time frame specified in the profile form. This can also include thresholds, meaning that a certain number of new items must be available to have an email notification set.
Create a listing of new content Categories, Subjects, Topics, and Subtopic information for each member with sufficient new relevant content.
Review the new content listing for each member daily and send out email notifications to members for whom a trigger event occurs, such as a certain minimum number of new relevant assets or blogs, a day of the week, and time of the day for notification of new content.
Please quote based on the elapsed time from the start date to availability. Quote price as a fixed fee may vary by up to 10%. The client owns all work property.
Thank you for considering my desire for the use of Odoo CRM.
I am launching a personal website and would like someone who understands the Odoo CRM module to integrate an existing Contact Form and Profile Form for registered users' follow-up and outbound email notifications. The work is immediate and intended as an MVP (a minimally viable product). It must work and function, but time is of the essence, so keeping it simple is best.
You will provide a fixed price quotation and timeline. With written confirmation, the product cost may vary by up to a 10% increase or decrease. Any significant modifications will be handed by a change order request and negotiated cost increase or decrease. The project is short-duration, and payment will be made upon receipt of the accepted product. You'll need to conduct up to three one-hour sessions to help us understand using Odoo in the ways described below.
These two forms must be used on multiple sites, so the Odoo setup must be reusable. The form structure, regarding organization and number of choices, will remain consistent from website to website.
I will use the form information gathered and organized in Odoo to follow up on requests, and the Odoo system will monitor as new content is added to send out updates based upon the number of new relevant assets, specified frequency regardless of number, and at set times of the day of the week and time of the day.
The Contact Form ensures we don’t miss requests, and the Profile Form keeps website users engaged with relevant content. (See Contact Form Example). It uses 100 points to give value weight to contact form categories, and a factor is multiplied against each category weight to award some or all of the available points.
The points are added together for the categories, giving a total score. We will set ranges of score totals to designate the response priority. Odoo must sort and present a prioritized list where the highest scoring or most urgent incoming requests appear at the top of the list each day. When acted on, each item is designated for future action or given a status that includes pending, shared, referral, channel partner, completed, closed, nurture stream, archive, or blacklist.
Contact Form Submission Management
Take incoming website contact form information submitted by a user, import it multiple times daily into Odoo, and score it using weights and factors that offer a total based on the sender's submitted information. (see attached form and weight/factors for one of the websites)
Organize the incoming contact request by priority using total score ranges of Cold, Cool, Warm, and Hot.
Integrate new contact requests into a follow-up response dashboard that allows contact using form letter email responses, mailing of physical product collateral, and calendar access for incoming contracts that achieve a certain score or have certain needs or interests.
Route contact requests to specific inboxes for employees for order inquiries, feedback, and calendar requests, with the ability to add others.
Allow updates to existing contacts after review or action and specify the action taken, change status, forward request to internal or external contact, set a date for follow-up action, send contact an offer to schedule a Zoom or phone call using something like Calendly, the date for follow-up action to trigger a reminder on that date and time, brief discussion notes, proposal submission, website or order support assistance, relegation to a long-term nurture process, removal, or blacklisting.
Registered User Profile Form Outbound Notification of New Relevant Content
A website guest is a person who registers on the website with an email and password. They have access to certain areas and activities. The guest can then use a website form to profile their content and interests in conversational topics. (See attached form.) The guest completes the form and submits it because they want the website administrator to notify them when new content arrives on the site that they consider relevant to their wants and needs.
The goal of the profile form is to use the choices, frequency, and timing specified by the guest to notify them via email about new content or conversations within the areas they consider relevant. A profiled guest is regarded as a member. The existing form shows you how someone does this. You will create fields in Odoo to capture the profile of users, and that information will be matched against new web content that is also profiled. If new content is added that is of a topic that matches the interest areas of a member, that content is considered relevant.
Accept the profile topics and subtopics listed on the profile form as a master list. That master list of topics, subtopics, and asset titles will change weekly.
Accept the profile information of content assets on the website, blog posting, and news articles.
Review each user's profile daily to identify those who have expressed interest in receiving email notifications about new content that they consider relevant in the frequency and time frame specified in the profile form. This can also include thresholds, meaning that a certain number of new items must be available to have an email notification set.
Create a listing of new content Categories, Subjects, Topics, and Subtopic information for each member with sufficient new relevant content.
Review the new content listing for each member daily and send out email notifications to members for whom a trigger event occurs, such as a certain minimum number of new relevant assets or blogs, a day of the week, and time of the day for notification of new content.
Please quote based on the elapsed time from the start date to availability. Quote price as a fixed fee may vary by up to 10%. The client owns all work property.
Thank you for considering my desire for the use of Odoo CRM.