Odoo CRM
Configure Odoo for automating the company's processes in procurement, sales, logistics, working with suppliers and clients, including the full cycle of a deal — from inquiry to shipment and profit receipt.
1. CRM (Sales Department)
Creating potential client cards (Leads).
Stages of the funnel: New Inquiry → In Progress → Quotation → Confirmation → Payment → Closed Successfully/Unsuccessfully, etc.
Ability to attach documents, correspondence, comments.
History of relationships with the client.
1.2. Supplier and Product Module
Create functionality/model for working with suppliers:
List of all suppliers.
For each supplier:
Contact details
Product category
Delivery history
Reliability (rating)
Product (spare parts) database with fields:
Name
OEM / alternative manufacturer
Description
Category
Photo
Weight, dimensions
HS code
Price from each supplier
Important:
Each product item must have a table where you can mark:
Supplier
Prices received for a specific inquiry
Currency
Lead time
Who provided the best price (checkbox selection + automatic highlighting of the lowest price).
1.3. Management of Inquiries and Orders (Sales + Purchase)
Process:
Enter Customer Inquiry
Create items
Request prices from suppliers
Enter received prices
Automatically select the best option
Generate Quotation
After confirmation — generate Proforma Invoice
Place an order with the supplier (PO)
Receive invoice from the supplier, enter cost price
Generate final invoice to the client
Logistics and delivery
Documents that must be generated automatically:
Inquiry
Quotation
Proforma Invoice
Commercial Invoice
Packing List
All documents — in the corporate style of Vessel Core.
1.4. Logistics and Warehouse (Inventory + Shipping)
Ability to create logistics cases:
Where to pick up
Where to deliver
AWB / Airway Bill
Incoterms
Carrier (DHL/FedEx/DPD/Sea/Rail)
Logistics statuses:
Ready for shipment
In transit
At customs
Delivered
Ability to attach:
tracking numbers
shipping documents
packaging photos
scans of documents
1.5. Finance / Analytics
For each deal, there must be analytics:
Complete cost calculation:
Supplier price
Delivery
Customs
Additional expenses (packaging, documents, PayPal/bank fees)
Margin in euros and %
Final profit
Reporting:
Margin for each order
Margin for each client
Margin for each supplier
TOP clients
TOP product items
Sales department workload
Speed/Time KPI (from inquiry to invoice)
2. Additional Requirements
2.1. User Roles
Administrator
Sales Manager
Purchasing Manager
Logistics
Finance / Accounting
View only their clients or all — configurable
2.2. Interface and Usability
Quick data entry
Ready-made email templates (quotation, request for supplier price, follow-up)
Automatic document numbering
Convenient search by:
IMO vessel
OEM number
Product name
Client
Supplier
Case number
3. Deadlines and Budget
Deadline: specify to the freelancer (usually 2–6 weeks)
Budget: by agreement
4. Work Result
After the project is completed, there should be:
✔ Fully configured modules CRM, Sales, Purchase, Inventory, Accounting
✔ All documents are generated automatically
✔ All employees can work in the system
✔ Step-by-step instructions + training
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30 days1745 USD
835 2 0 30 days1745 USDOlesya, good afternoon!
Thank you for the detailed description of the task. We can fully customize Odoo for you for the entire work cycle from the first client request to final profit: sales, purchases, warehouse, logistics, finance, and documents in corporate style.
We have been implementing Odoo since 2022 and cover both eCommerce cases and projects with logistics, inventory, and complex procurement chains. For example, we launched Odoo for MPEG Communications (USA) - automation of Helpdesk, Inventory, Fleet, integration with SIP telephony, and reporting; for MeMeMe and CosySunday - CRM, warehouse, e-commerce, process automation, and integration with delivery; for Eveditor - CRM, Sales, Projects, automation, and reminders for managers.
Project examples:
https://freelancehunt.com/showcase/work/vprovadzhennya-odoo-erp-dlya-brendu-nizhnoyi/1809591.html
https://freelancehunt.com/showcase/work/vprovadzhennya-odoo-erp-dlya-brendu-zhinochogo/1807077.html
… https://freelancehunt.com/showcase/work/vprovadzhennya-odoo-erp-dlya-provaydera-telekomunikatsiynih/1897850.html
https://freelancehunt.com/showcase/work/vprovadzhennya-odoo-erp-dlya-yuridichnoyi-kompaniyi/1889912.html
We understand how to structure processes: request → supplier prices → quotation → purchase → logistics → finance → analytics.
How we will work:
1. We create the structure of CRM and purchases according to your process (funnels, cards, fields).
2. We set up products, supplier tables, prices, deadlines, best offers.
3. We implement the chain Inquiry → Quotation → Proforma → PO → Invoice.
4. We set up logistics with cases, documents, statuses, and tracking.
5. We connect cost analytics, margins, KPIs, reports on clients and suppliers.
6. We prepare branded PDF documents (Quotation, Proforma, Commercial Invoice, Packing List).
7. We train the team + provide step-by-step instructions.
After implementation, the team will be able to work in a unified system without Excel and manual control.
Timeline and format:
Estimated: 2–6 weeks, depending on the volume of customization.
Work in stages: Discovery → setup → testing → training.
Cost: from $1500
If convenient, we can have a short call to clarify key nuances regarding purchases, logistics, and documents, after which we will prepare an accurate estimate and roadmap.
I would be happy to help you launch the system. Olesya, let me know when it is convenient to continue.
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30 days582 USD
2259 5 1 30 days582 USDHello! I have reviewed your assignment and believe that I can successfully complete it. I would be happy to collaborate, please write to me personally for further details.
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10 days1164 USD
634 3 0 10 days1164 USDI will be happy to complete your project, with more than 8 years of experience, working with both community and enterprise versions. There is a similar project for the procurement and sale of auto parts with options (car dismantling, transfer through CRM, sale through POS). A demonstration can be shown. For a more accurate calculation of the entire project, discussions to detail the requirements are needed, or the work can be done on an hourly payment basis.
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5 days1164 USD5 days1164 USD
Hello!
I am ready to take on the task quickly and efficiently. I am always available and will promptly consider all requests.
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1 day129 USD
252 1 day129 USDHello!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, as well as performing integrations with websites and other services.
I have reviewed your task — I will be able to provide an exact cost and timeline after clarifying a few details about the project.
I guarantee quality implementation and stable operation of the system.
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40 days1164 USD
345 40 days1164 USDGood day. I have experience in implementing various ERP and CRM systems. I would be happy to collaborate.
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