Full Automation Project: WordPress (Bookly) + Odoo CRM + WhatsApp API Integration + Website UX Optimization -- 2
Budget: €250 – €750 EUR
Description:
I am looking for a skilled professional to carry out a one-time project that will transform my business operations and website into a fully automated, customer-focused system.
Currently, I have a WordPress website with Bookly for customer bookings. It works, but what I need now is a centralized solution that integrates bookings, CRM, invoicing, and WhatsApp into one seamless workflow — with Odoo as the central ERP. Additionally, I want my website optimized to deliver a smoother user experience and function as a true 24/7 sales channel.
⸻
-Project Scope
1. Bookly (WordPress) → Odoo CRM Integration
• Sync all bookings from WordPress Bookly into Odoo CRM in real time.
• Automatically create/update contacts and opportunities in Odoo with booking details (service, date, time, branch, notes).
• Ensure booking status changes (Pending → Confirmed → Completed) update correctly in Odoo.
2. WhatsApp Business API Integration with Odoo
• Implement a two-way WhatsApp inbox inside Odoo (not only outbound notifications).
• Use WhatsApp templates for:
• Pending booking confirmation.
• Appointment confirmed.
• Service completed → send WhatsApp with “Car ready” message, attach invoice PDF, and include Google review link.
• Create automated after-sales campaigns:
• +7 days → Feedback request with discount.
• +30 days → Maintenance reminder with booking link.
• Enable conversation shortcuts:
• Customer types “invoice” → latest invoice PDF sent via WhatsApp.
• “book” → booking link.
• “stop” → opt-out of campaigns.
3. Website UX Optimization (WordPress)
• Improve navigation, usability, and overall design to make the booking and contact process clear and simple.
• Add strategically placed booking buttons, WhatsApp contact buttons, and payment options.
• Optimize the website for speed, SEO, and conversions.
• Ensure the website delivers a professional, smooth experience so customers can book easily and feel engaged.
4. Automation & Centralization (Odoo ERP as the hub)
• Design complete customer journeys: from website lead capture, through booking and invoicing, to after-sales campaigns.
• Configure Odoo as the central operations hub where all customer data, bookings, invoices, and conversations are stored.
• Make sure automations save time, reduce errors, and improve customer loyalty.
⸻
-Deliverables
• Fully working integration of Bookly → Odoo CRM.
• Two-way WhatsApp integration with inbox inside Odoo.
• Event-based automations (pending/confirmed/completed bookings).
• Automated sending of invoice PDFs via WhatsApp.
• After-sales campaigns (+7 days, +30 days).
• Website UX improvements for a functional 24/7 sales machine.
• Documentation of processes (flow diagrams, mapping, setup guide).
• Short user training or demo on how to manage the system.
⸻
-Requirements
• Proven experience with Odoo ERP (Community or Enterprise).
• Strong knowledge of WordPress (Bookly, WooCommerce, API integrations).
• Experience with WhatsApp Business API (Twilio, 360dialog, or similar providers).
• Skills in UX/UI, SEO, and website optimization.
• Ability to provide clear documentation and practical deliverables.
⸻
Goal:
At the end of the project, I expect to have a centralized system with Odoo as the ERP hub, a website that is user-friendly and optimized, and full automation of customer communication (booking → confirmation → service completion → invoicing → after-sales).
This project is extremely important for scaling my business, and I want someone who can deliver a professional, complete solution.
I am looking for a skilled professional to carry out a one-time project that will transform my business operations and website into a fully automated, customer-focused system.
Currently, I have a WordPress website with Bookly for customer bookings. It works, but what I need now is a centralized solution that integrates bookings, CRM, invoicing, and WhatsApp into one seamless workflow — with Odoo as the central ERP. Additionally, I want my website optimized to deliver a smoother user experience and function as a true 24/7 sales channel.
⸻
-Project Scope
1. Bookly (WordPress) → Odoo CRM Integration
• Sync all bookings from WordPress Bookly into Odoo CRM in real time.
• Automatically create/update contacts and opportunities in Odoo with booking details (service, date, time, branch, notes).
• Ensure booking status changes (Pending → Confirmed → Completed) update correctly in Odoo.
2. WhatsApp Business API Integration with Odoo
• Implement a two-way WhatsApp inbox inside Odoo (not only outbound notifications).
• Use WhatsApp templates for:
• Pending booking confirmation.
• Appointment confirmed.
• Service completed → send WhatsApp with “Car ready” message, attach invoice PDF, and include Google review link.
• Create automated after-sales campaigns:
• +7 days → Feedback request with discount.
• +30 days → Maintenance reminder with booking link.
• Enable conversation shortcuts:
• Customer types “invoice” → latest invoice PDF sent via WhatsApp.
• “book” → booking link.
• “stop” → opt-out of campaigns.
3. Website UX Optimization (WordPress)
• Improve navigation, usability, and overall design to make the booking and contact process clear and simple.
• Add strategically placed booking buttons, WhatsApp contact buttons, and payment options.
• Optimize the website for speed, SEO, and conversions.
• Ensure the website delivers a professional, smooth experience so customers can book easily and feel engaged.
4. Automation & Centralization (Odoo ERP as the hub)
• Design complete customer journeys: from website lead capture, through booking and invoicing, to after-sales campaigns.
• Configure Odoo as the central operations hub where all customer data, bookings, invoices, and conversations are stored.
• Make sure automations save time, reduce errors, and improve customer loyalty.
⸻
-Deliverables
• Fully working integration of Bookly → Odoo CRM.
• Two-way WhatsApp integration with inbox inside Odoo.
• Event-based automations (pending/confirmed/completed bookings).
• Automated sending of invoice PDFs via WhatsApp.
• After-sales campaigns (+7 days, +30 days).
• Website UX improvements for a functional 24/7 sales machine.
• Documentation of processes (flow diagrams, mapping, setup guide).
• Short user training or demo on how to manage the system.
⸻
-Requirements
• Proven experience with Odoo ERP (Community or Enterprise).
• Strong knowledge of WordPress (Bookly, WooCommerce, API integrations).
• Experience with WhatsApp Business API (Twilio, 360dialog, or similar providers).
• Skills in UX/UI, SEO, and website optimization.
• Ability to provide clear documentation and practical deliverables.
⸻
Goal:
At the end of the project, I expect to have a centralized system with Odoo as the ERP hub, a website that is user-friendly and optimized, and full automation of customer communication (booking → confirmation → service completion → invoicing → after-sales).
This project is extremely important for scaling my business, and I want someone who can deliver a professional, complete solution.