Odoo / Professional Consultancy

Odoo CRM and Project Integration

Connecting Odoo CRM lead qualification, follow-up, opportunity stages, and project milestones with specialist tools used by a professional consultancy.

The workflow, at a glance

01Capture an inquiry
02Update the Odoo opportunity
03Connect project activity
04Review pipeline and delivery

Illustrative process diagram. Anonymized example—not a live client system or measured result.

The business problem

A consultancy needed its CRM to reflect leads and project activity captured in other tools.

What we implemented

26 Pins connected external sources and delivery information with Odoo. The integration supports lead capture, qualification, follow-up, conversion, and opportunity-stage updates. Project milestones and workflow notifications connect pipeline visibility with delivery while specialist tools remain in use outside the ERP.

What changed

Management gains a more connected view of pipeline and delivery while staff continue using specialist tools for their work.

View the retained project image

Odoo CRM and Project Integration — retained project image

Project image retained from the existing case study. The process diagram above is illustrative.

Where does visibility disappear after the sale?

Tell us how leads become projects in your business. We'll discuss the connections that could make progress clearer.

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