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A legal company needed to consolidate applications, clients, deals, services, and tasks into a single CRM system so that the team would not work with disparate sources and manual information transfer.

We deployed Odoo CRM, configured the sales funnel, structured client and project data, services, tasks, and the transfer of applications from the website and advertising sources into the system.

As a result, the company received a workspace for daily operations: applications are centralized, the client database is structured, and sales and further service execution are linked in one process.

#Odoo #OdooCRM #CRM #ERP #LegalCompany #Automation #SalesFunnel #ClientDatabase #WebsiteApplications #GoogleAds #FacebookLeadAds #Zapier #Projects #BusinessProcesses
Work details
Budget 1500 USD
Added 9 June
52 views
Freelancer
Rostyslav Novozhenets
Ukraine Lvov  2  0

Available for hire Available for hire
2 Safes completed
On the service 3 years