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I will install or setup odoo CRM, sales automation, lead management and workflows
Germany
Odoo ERP Consultant, CAD Design, CNC Engineering and Business Automation
About this Gig
Hello Buyer
Is your sales team struggling with missed follow-ups, unorganized leads, inconsistent workflows, or limited visibility into your sales pipeline?
I'm Leon Fischer, an Odoo ERP Consultant with 8+ years of experience helping businesses implement, customize, and automate Odoo CRM solutions that support real sales operations. My focus is not just CRM setup but building efficient lead management, sales automation, customer relationship management, and workflow systems that help teams work smarter and close opportunities more effectively
My Approach
Before configuring anything, I review your current sales process, lead sources, customer journey, reporting requirements, and automation needs. This ensures your Odoo CRM is aligned with how your business operates rather than forcing your team into a generic workflow
What You Can Expect From My Gig
- Odoo CRM Setup & Configuration
- Odoo CRM Customization
- Sales Pipeline Design & Optimization
- Lead Management & Opportunity Tracking
- CRM Workflow Automation
- Automated Follow-Ups & Activity Scheduling
- CRM Reports & Dashboard Configuration
- CRM Migration & Data Import
- Odoo ERP Integration
- CRM Performance Improvements
CONTACT ME NOW
Software:
Odoo
My Portfolio
FAQ
Can Odoo CRM be customized to match my existing sales process?
Odoo CRM can be configured around your current sales workflow, lead stages, team structure, approval process, and reporting requirements rather than forcing you into a generic setup.
I'm not sure which package is right for my business. What should I do?
Send me your current sales process, team size, and business requirements, and I'll recommend the most suitable solution before you place an order.
How do you determine the right CRM workflow for my business?
Before implementation, I review your lead sources, sales stages, follow-up process, reporting needs, and team responsibilities to design a CRM structure that supports your operations.
Can you improve or fix an existing Odoo CRM setup?
If your current CRM is poorly structured, missing automations, or not supporting your sales process effectively, I can review and optimize the configuration.
Will my sales team be able to use the CRM easily after setup?
That's one of the main goals. The CRM is configured around your business process to encourage adoption and reduce the learning curve for your team.
Can you automate lead assignments, follow-ups, and sales activities?
I can automate lead routing, task creation, follow-up reminders, email activities, opportunity tracking, and other repetitive sales processes to improve efficiency.
My team currently uses spreadsheets. Can you help us transition to Odoo CRM?
I can help structure your CRM, organize customer data, import records, and create a workflow that makes the transition from spreadsheets smooth and manageable.
