Odoo CRM Expert Needed technical and functional

I run my customer-facing operations inside Odoo CRM, and I need the platform tuned so it actually works the way my team works. Right now deals, contacts, and follow-ups live in the system, yet key touches slip through the cracks and reporting is patchy.

The assignment starts with a quick audit of the current Odoo pipelines, stages, custom fields, and automation rules. From there I want clear recommendations, then hands-on configuration that turns those ideas into reality—things like automatically logging emails, surfacing next-step reminders, and generating real-time dashboards for team performance and customer health.

Some legacy data still sits in Zoho, so familiarity with Zoho CRM will make it easier to migrate or sync those records, but Odoo is the primary focus.

Deliverables
• Short findings report and improvement plan
• Implemented custom fields, workflows, and scheduled actions in Odoo (tested, then pushed live)
• Migration or connector script for any Zoho data we decide to keep
• A concise user guide or recorded walkthrough so the team can hit the ground running

Acceptance criteria: all current records remain intact, automation triggers fire as specified, and the standard “Sales Performance” dashboard shows accurate data for at least one full business day after go-live.