Odoo Implementation & Workflow Setup
Budget: $250 – $750 USD
I need an experienced Odoo professional to set up and configure the Sales, Accounting, CRM and HR modules in a new deployment. Beyond the core installation, I want tailored workflows that reflect our current approval steps and hand-offs, plus a set of custom reports that give management real-time visibility into sales performance and key accounting metrics.
CRM — pipeline stages, lead scoring, WhatsApp + email integration, automated follow-ups
Finance / Accounting — invoicing, payables, receivables, multi-currency, payroll
Sales — commission tracking, automated reporting
HR — employee data, contracts, basic payroll structure
Deliverables
• Clean installation or provisioning of the latest stable Odoo version on our chosen server or Odoo-sh
• End-to-end configuration of Sales, Accounting, CRM and HR modules, ready for day-to-day use
• Workflow adjustments: map our existing processes, implement them in Odoo, and demonstrate they trigger correctly from lead creation through invoice posting
• Custom reports: at least four printable or dashboard-style reports (sales pipeline, AR aging, payroll summary, and a management P&L) created with Odoo’s reporting tools or Studio
• Brief documentation and a walk-through session so my team can maintain the system afterward
This is a configuration and light customisation project — not a full development build. We have a clear functional specification ready to share.
Experience with travel, hospitality, B2B service companies, or multi-company Odoo setups is an advantage.
Please confirm:
Whether you can handle this project
Estimated timeline to completion
Your project-based cost (fixed price preferred)
Earliest available start date
Two client references we can contact
Acceptance criteria
The new flows must execute without errors, all reports must pull live data and match sample figures we provide, and no core functionality should break during the customization.
Access will be provided to a staging environment as soon as we agree on the sequence of milestones.
We are ready to move quickly. Looking forward to your response.
Best regards,
CRM — pipeline stages, lead scoring, WhatsApp + email integration, automated follow-ups
Finance / Accounting — invoicing, payables, receivables, multi-currency, payroll
Sales — commission tracking, automated reporting
HR — employee data, contracts, basic payroll structure
Deliverables
• Clean installation or provisioning of the latest stable Odoo version on our chosen server or Odoo-sh
• End-to-end configuration of Sales, Accounting, CRM and HR modules, ready for day-to-day use
• Workflow adjustments: map our existing processes, implement them in Odoo, and demonstrate they trigger correctly from lead creation through invoice posting
• Custom reports: at least four printable or dashboard-style reports (sales pipeline, AR aging, payroll summary, and a management P&L) created with Odoo’s reporting tools or Studio
• Brief documentation and a walk-through session so my team can maintain the system afterward
This is a configuration and light customisation project — not a full development build. We have a clear functional specification ready to share.
Experience with travel, hospitality, B2B service companies, or multi-company Odoo setups is an advantage.
Please confirm:
Whether you can handle this project
Estimated timeline to completion
Your project-based cost (fixed price preferred)
Earliest available start date
Two client references we can contact
Acceptance criteria
The new flows must execute without errors, all reports must pull live data and match sample figures we provide, and no core functionality should break during the customization.
Access will be provided to a staging environment as soon as we agree on the sequence of milestones.
We are ready to move quickly. Looking forward to your response.
Best regards,